In this conversation, Adam Moeller discusses retirement planning and the importance of conducting a financial review. He emphasizes the need to assess debt, plan for healthcare needs, and create a diversified portfolio. Moeller also highlights the importance of having a guaranteed lifetime income plan and exploring options for long-term care. He offers a free comprehensive financial review to help individuals assess their retirement savings and investments. Moeller encourages listeners to take action and seek professional advice to ensure a secure retirement. He also highlights the significance of working with a licensed fiduciary and an independent advisor. The conversation covers subjects such as Social Security benefits, estate planning, investment vehicles (stocks, bonds, mutual funds, ETFs, real estate, annuities), and converting IRAs to Roth IRAs. They provide insights into fixed annuities and fixed indexed annuities as investment options. The hosts offer free comprehensive financial reviews and resources to help listeners plan for a successful retirement.
Reach out to Adam at 800-467-0737 or https://myajmfinancial.com
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