Recent Financial Headlines

In this episode of Mile High Money, Adam Moeller discusses the importance of timely financial planning, especially as it relates to retirement. He emphasizes the need for a trusted advisor and the impact of recent tax law changes on retirement savings. The conversation also touches on generational disconnects in retirement expectations, the value of annuities, and the necessity of planning for long-term care. Adam answers listener questions, providing insights into managing 401k funds and the importance of rebalancing portfolios as retirement approaches.   Reach out to Adam at 800-467-0737 or https://myajmfinancial.comSee omnystudio.com/listener for privacy information.