In this episode of Mile High Money, Jackie Selby and Adam Moeller discuss the critical aspects of retirement planning, emphasizing the importance of realistic assumptions and the need for a solid financial team. They explore common misconceptions about market performance, the risks of relying on stock and bond returns, and the reality of working past retirement age. The conversation also covers strategies for navigating market downturns, tax planning, and the evolution of annuities as a viable option for guaranteed income. Listeners are encouraged to seek independent financial advice to build a comprehensive retirement plan that addresses their unique needs and goals. In this conversation, they discuss various aspects of financial planning, emphasizing the importance of wealth transfer strategies, comprehensive planning, and the role of fiduciaries. They highlight the need for education, transparency, and trust in financial advising, while also addressing common pitfalls in retirement planning. The discussion includes practical advice on choosing a financial advisor, understanding financial goals, and the significance of budgeting and organizing retirement accounts.

Reach out to Adam at 800-467-0737 or https://myajmfinancial.com

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