Making Your Retirement Rock!

In this episode of Mile High Money, Adam Moeller discusses tips to help listeners prepare for retirement. He covers topics such as the Secure Act and Secure Act 2.0, delaying social security, understanding the sequence of returns, involving both spouses in financial planning, and keeping good financial records. Adam emphasizes the importance of having a financial game plan and offers a free comprehensive financial review for listeners. In this conversation, Jackie Selby and Adam Moeller discuss the importance of understanding fees and hidden costs associated with variable annuities. They emphasize the need for clients to be educated about their investments and to ask the right questions.  The hosts address listener questions about investing in safe assets, opening a Roth IRA, and working while collecting Social Security benefits. Reach out to Adam at 800-467-0737 or AJM Financial  See omnystudio.com/listener for privacy information.