The New 65 Year Old

In this episode of Mile High Money, Adam Moeller discusses the importance of strategic retirement planning, particularly for those in their 60s. He emphasizes the benefits of utilizing lower income years for tax advantages, the significance of comprehensive financial planning, and the implications of the widow's penalty on taxes. Adam also addresses common retirement questions, providing insights into investment strategies, annuities, and the importance of having a financial game plan.   Reach out to Adam at 800-467-0737 or https://myajmfinancial.comSee omnystudio.com/listener for privacy information.