In this conversation, Adam Moeller discusses the importance of continuing to invest after retirement. He highlights several reasons for doing so, including longevity, inflation, unexpected expenses, family support, and opportunities for enjoyment. He also emphasizes the need for diversification within retirement plans and the importance of legacy planning. Adam emphasizes the importance of working with an independent advisor who is a licensed fiduciary. They touch on personal experiences, such as fishing trips and basketball games, as well as important concepts like risk tolerance, asset allocation, and withdrawal strategies. They emphasize the importance of working with an independent advisor and offer a complimentary financial review to help individuals plan for a stress-free retirement. The conversation also covers topics like legacy planning, Social Security benefits, and refinancing retirement income. Overall, the conversation provides valuable insights and advice for individuals approaching retirement.
Reach out to Adam at 800-467-0737 or https://myajmfinancial.com
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