Altmeyer Financial Radio

What if a single financial decision today could ripple through the rest of your retirement? This episode explores how the latest Social Security headlines and Roth conversion strategies shape both your income and peace of mind. Dave and Jonathan Altmeyer guide you through critical choices, hidden pitfalls, and the emotional fears that haunt many retirees—including running out of money, market decl...

Is your Medicare plan ready for the latest shakeups? This episode dives into why annual reviews are crucial, how legislative changes like the Inflation Reduction Act are disrupting Medicare, and what hidden gaps can trip up your retirement plans. With expert insights from Dave, Jonathan, and guest broker Brenda Carey, discover the crucial intersections of health care, income, and Social Security....

"What happens when inflation and skyrocketing energy prices threaten your hard-earned nest egg?" This episode tackles the real-world struggle retirees face as everyday expenses climb, and traditional investment strategies are challenged. Discover how Dave and Jonathan Altmeyer analyze risk, reveal overlooked dangers in income planning, and explore ways to shore up your financial future—as well as...

What happens to your retirement plans when the Fed shakes up interest rates and economic headlines sound the alarm? On this episode, Dave Altmeyer and Jonathan Altmeyer tackle the uncertainty rippling through markets, unravel the unexpected bite of taxes on hard-earned nest eggs, and explore the hidden dangers and strategic moves every saver should know. The discussion takes listeners behind the s...

What does a $40 trillion national debt mean for your retirement future? Join Dave and Jonathan Altmeyer as they unravel how soaring government borrowing, rising inflation, and shrinking benefits could shape your retirement journey. Discover the real risks, explore strategies for bridging unexpected income gaps, and hear stories of individuals navigating financial curveballs. Find out which plannin...

Why do Americans without children feel less confident about retirement than those raising families—even with fewer expenses? Discover the overlooked factors that shape lasting security, the tough conversations most avoid, and how a written plan changes everything. Tune in for surprising insights and actionable takeaways on building true peace of mind, no matter your family size. The difference may...

Can building wealth for decades make it harder to actually enjoy your retirement? Join Dave and Jonathan Altmeyer as they unpack why some of the most disciplined savers struggle to spend—even when they have more than enough. From giving yourself "permission" to splurge, to creating a plan that transforms financial anxiety into freedom, this episode explores the surprising psychology behind spendin...

“Is $1 million the magic number for retirement, or just a myth?” This episode dives deep into the realities of retirement savings—exploring how your lifestyle, health, and tax planning can stretch or shrink your nest egg. Dave and Jonathan Altmeyer reveal unexpected risks, overlooked income strategies, and the difference a well-crafted plan can make. From surprising tax pitfalls to the nuances of...

Is your retirement portfolio riding the market wave—or quietly drifting into danger? As the S&P 500 posts double its long-term average, Dave and Jonathan Altmeyer dig into how soaring markets can disguise underlying risks. Discover why a mid-year checkup matters, what "hidden risks" could lurk in your nest egg, and how modern retirement planning goes far beyond just chasing returns. If you’re...

Are your retirement plans causing more confusion than clarity? Altmeyer Financial Radio dives headfirst into the five questions retirees are asking right now—revealing why even experienced savers struggle to shift from accumulation to reliable monthly income. With candid stories, expert insights, and moments of humor, Dave and Jonathan help demystify IRA rollovers, Social Security timing, Roth con...

When disaster strikes home, how do you protect both your memories and your money? Amid record-breaking wildfires in Spokane, Dave and Jonathan Altmeyer open up about personal loss, surging insurance rates, and the silent threats that can derail even the best financial plans. From the surprising reasons so many Americans lack a legacy plan to the hidden landmines of Roth conversions, this episode e...

Are your retirement savings enough to fund the life you’ve dreamed about—or just the basics? Explore hidden costs, income planning pitfalls, and the psychological hurdles that trip up even the savviest savers. This episode shines a light on what it truly takes to build a plan that lets you spend with confidence, enjoy your hard-earned freedom, and keep surprises at bay—without revealing all the an...

What happens when your home becomes the biggest question mark in your retirement plans? This episode unpacks the hidden complexities of housing decisions in later life, from downsizing dilemmas to managing estates amid family transitions. Expert insights reveal surprising pitfalls and essential strategies—often overlooked until it’s urgent. As the conversation shifts from market realities to perso...

“Is $1.46 million really the key to a comfortable retirement—or just another headline grabbing number?” As Americans’ retirement worries deepen and magic numbers soar ever higher, Dave and Jonathan Altmeyer unpack what truly matters for lasting financial confidence. Navigate the rising tide of longevity, Social Security anxieties, and the hidden pitfalls of rules of thumb as the team challenges as...

Is your retirement plan running smoothly, or could invisible hazards be derailing your progress? With markets shifting and tax laws changing, even seasoned savers face challenges they never anticipated. Tune in as Dave and Jonathan Altmeyer detail their mid-year checklist, revealing overlooked risks and surprising income adjustments. From estate planning to “tax torpedoes,” discover how discipline...

Dave and Jonathan discuss the up and coming AI boom adding to the volatiliy of tech stocks and why this might be a coming bust for these investments, which have been the darlings of the stock market in recent months. They also revisit how to turn your savings into a predictable retirement paycheck, as well as answer listener questions. Altmeyer Financial Radio is a weekly program featuring financi...

Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions. Investment advisor...

Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions. Investment advisor...

Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions. Investment advisor...

Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions. Investment advisor...

Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions. Investment advisor...

Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions. Investment advisor...

Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions. Investment advisor...

Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions. Investment advisor...

Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions. Investment advisor...