The hosts discuss their personal lives and involvement in sports. They then transition to discussing retirement planning and the challenges faced by pre-retirees and retirees in today's economic reality. They emphasize the importance of working with an independent advisor and highlight the services offered by AJM Financial. The conversation covers topics such as diversifying investment portfolios, converting money to Roth accounts, and incorporating guaranteed income through insurance and annuity products. The hosts offer a free financial review for listeners and provide contact information for AJM Financial. In this conversation, Adam Mueller discusses various financial topics and answers questions from listeners.. Adam explains his investment strategy, including his preference for tactically managed portfolios and fixed index annuities. He also discusses the benefits of using an HSA in retirement and provides guidance for individuals going through a divorce or planning for retirement with a significant net worth.
Reach out to Adam at 800-467-0737 or https://myajmfinancial.com
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