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EPISODE · Dec 6, 2024 · 56 MIN

Retirement Strategies

from Mile High Money with Adam Moeller · host Adam Moeller

In this episode of Mile High Money,Jackie Selby  and Adam Muller discuss essential aspects of retirement planning, including healthcare considerations, building an income plan, and the importance of asking the right questions when choosing a financial advisor. They emphasize the need for a comprehensive approach to retirement, addressing both financial and health-related concerns, and provide insights into navigating 401(k) plans and investment strategies. The conversation highlights the significance of understanding one's financial situation and preparing adequately for retirement. IHe highlights the need for risk management as individuals approach retirement, the significance of guaranteed income streams, and the value of working with a fiduciary advisor. The discussion also covers the benefits of Roth options for tax flexibility and the necessity of planning for long-term care.   Reach out to Adam at 800-467-0737 or https://myajmfinancial.comSee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Dec 6, 2024

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Retirement Strategies

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