Mile High Money with Adam Moeller

In this episode of Mile High Money, Adam Muller discusses strategies for protecting retirement portfolios from potential market crashes, the impact of tariffs on the economy, and the importance of risk management in investment strategies. He emphasizes the need for active management over passive investing, especially in uncertain market conditions, and explores tax-free retirement strategies such...

In this episode of Mile High Money Jackie Selby  and Adam Moeller delve into the concept of behavioral finance, exploring how emotions and cognitive biases affect financial decisions, particularly as individuals approach retirement. They emphasize the importance of having a comprehensive financial plan that accounts for market fluctuations and personal risk tolerance. The discussion also high...

In this episode of Mile High Money, Jackie Selby and Adam Moeller discuss the complexities of retirement investing in a changing economic landscape. They explore the emotional aspects of retirement planning, the importance of having a solid financial strategy, and the potential for achieving both safety and growth in investments. The conversation emphasizes the need for proactive financial managem...

In this episode of Mile High Money, the hosts discuss the importance of both financial and physical fitness. They explore how to evaluate your financial team, the inevitability of market downturns, and the emotional aspects of investing. The conversation emphasizes the need for a solid financial plan and the benefits of working with an independent advisor. He highlights the impact of debt on retir...

In this episode of Mile High Money, Adam Moeller discusses critical financial concerns for retirees in 2025, including the implications of the Social Security Fairness Act and insights from Goldman Sachs on retirement planning. The conversation emphasizes the importance of proactive financial planning, understanding investment strategies, and preparing for unexpected life changes. Adam also addres...

In this conversation, Adam Moeller discusses the common pitfalls retirees face and the importance of having a financial game plan. He emphasizes the need for financial coaching, the significance of understanding social security strategies, and the implications of the Social Security Fairness Act. The discussion also covers long-term care planning, balancing growth and safety in retirement investme...

In this episode of Mile High Money, Adam Moeller discusses the importance of strategic retirement planning as we approach 2025. He emphasizes the need for teamwork in financial planning, the significance of understanding investment strategies, and the role of a fiduciary advisor. The conversation also covers asset allocation, risk management, and the impact of interest rates on retirement savings....

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 insi...

This conversation focuses on the critical aspects of retirement planning, addressing common concerns such as longevity risk, outliving savings, and the importance of having a comprehensive financial plan. The discussion emphasizes the need for guaranteed income, the role of a financial advisor, and the significance of transparency and independence in financial planning. Listeners are encouraged to...

I n this conversation, Jackie Selby and Adam Moeller discuss the essential strategies for wealth preservation and financial planning. They emphasize the importance of creating a comprehensive financial game plan, diversifying investments, maintaining a healthy cash reserve, and minimizing taxes. The discussion highlights the need for proactive planning and the role of teamwork in achieving financi...

In this episode of Mile High Money, Adam Moeller discusses the realities of retirement, emphasizing the importance of financial planning and the challenges of living on a fixed income. He addresses concerns about Social Security and the necessity of working with an independent financial advisor to navigate market volatility and ensure a secure retirement. The conversation highlights the need for a...

In this episode of Mile High Money, Adam Moeller discusses the intricacies of retirement planning, focusing on common mistakes made by baby boomers, the importance of understanding social security benefits, tax strategies, and the necessity of planning for long-term care. He emphasizes the significance of diversification in investments and the role of a financial advisor in navigating these challe...

In this episode of Mile High Money, host Adam Moeller discusses various retirement planning strategies using Halloween candy as metaphors. The conversation covers topics such as diversification, multiple income streams, long-term planning, balancing risk and reward, and the importance of setting high financial goals. Adam emphasizes the need for personalized financial strategies and the benefits o...

In this episode of Mile High Money, Adam Moeller discusses the importance of proactive financial planning, emphasizing the need to start early and maximize contributions for retirement. The conversation is structured around seasonal themes, illustrating how each season represents different stages of financial planning—from planting seeds in spring to harvesting gains in fall and enjoying retiremen...

In this episode of Mile High Money, Adam Moeller discusses the interplay between human emotions and financial planning. He emphasizes the importance of understanding emotions like happiness, sadness, fear, anger, surprise, and disgust in the context of retirement planning. The conversation covers strategies for managing these emotions, ensuring financial stability, and preparing for unexpected eve...

In this episode of Mile High Money, Adam Moeller discusses the complexities of retirement planning, emphasizing the importance of a comprehensive financial plan that includes assessing current financial situations, creating sustainable income strategies, navigating healthcare costs, and implementing effective tax strategies. He highlights the significance of understanding risk and investment strat...

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 lon...

The conversation discusses the importance of financial literacy and education, particularly for high school students. It emphasizes the need for teaching topics such as compound interest, taxes, loans, and retirement planning. The host also highlights the benefits of working with an independent advisor and a licensed fiduciary. The conversation touches on the significance of pensions, the role of...

In this conversation, Adam Moeller  discusses the importance of long-term financial planning and avoiding short-term gains. He shares lessons learned from historical monarchs who made financial mistakes. The conversation also touches on the significance of being proactive and optimistic in retirement planning. Adam emphasizes the need for regular monitoring and reviewing of retirement plans. He al...

The conversation discusses the intersection of presidential races and economic policies and how they could affect financial futures, particularly for those near or in retirement.  Adam and Jackie highlight the seven deadly sins of retirement planning, including living beyond means, not saving consistently, neglecting financial planning, failing to track spending, and procrastination.  Get a second...

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...

In this conversation, Adam Moeller discusses the topic of Roth conversions and the role of Roth IRAs in estate planning. He explains that a Roth IRA allows for tax-free growth and withdrawals, making it a popular choice for retirement savings. However, he notes that Roth conversions may not be suitable for everyone and depend on factors such as age, income, and tax brackets. Adam also highlights t...

The conversation on Mile High Money with Adam Moeller covers the five pillars of retirement planning: income planning, investment management, expense management, healthcare and long-term planning, and additional income sources. The conversation also touches on topics such as the bull and bear markets, the financial red zone, and the impact of taxes and inflation on retirement savings. Reach out to...

In this conversation, Adam Muller discusses the importance of finding the right financial advisor and the benefits of working with a professional. He emphasizes the need for a comprehensive financial plan, including strategies for retirement, income planning, tax minimization, estate planning, and healthcare. Adam also highlights the advantages of working with an independent advisor and a licensed...

In this conversation, Adam Moeller discusses the importance of continuing to invest after retirement. He highlights several reasons for doing so, including longevity, inflation, unexpected expenses, family support, and opportunities for enjoyment. He also emphasizes the need for diversification within retirement plans and the importance of legacy planning.  The conversation also covers topics like...