Altmeyer Financial Podcast

You'll be hearing this a lot - tax rates will be going up by the start of 2026. Today Dave and Jonathan talk about how planning for these increases now by paying up front could save you a lot of money in the future. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financia...

On Memorial Day weekend, Phil Altmeyer - Dave's brother and director of Spokane's Union Gospel Mission - joins the show to discuss ongoing homeless issues in the area, how the mission is accomplishing its goal of changing people's lives and why government solutions don't work as intended. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional...

Bloomberg recently published an article which said that the current rate of borrowing has left the U.S. on what they termed "an unsustainable path" in 88% of simulation tests run on its financial status. Dave and Jonathan discuss this as well as looking at some common questions people have when it comes to retirement planning. The Altmeyer Financial Podcast is a podcast version of the weekly radio...

Today Dave and Jonathan discuss the importance of legacy planning and how things need to be addressed so that anything left behind by someone who passes away is re-dispursed in the most efficient way possible to those they are intended for. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altm...

Dave and Jonathan first take a look at some tasks you can accomplish this spring to help your financial situation, such as looking at subscriptions and memberships you are no longer using. They also discuss how you can help your nest egg become as tax efficient as possible.  The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer...

Dave and Jonathan discuss the country's mounting national debt and how you can plan around what are believed to be inevitable tax increases coming to help try and pay it off. They also look at wealth transfer and how gun safety relates to retirement planning. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial ad...

Market volatility could eat into your retirement savings, as could a long term health care event you weren't expecting. Today Dave and Jonathan look at some of the risks your money could face in reitrement, and how proper planning can help mitigate some of them.  The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financia...

The go-go years, the slow-go years and the no-go years. These are the nicknames generally given to each of the three stages people go through after they retire, each lasting about a decade. Today Dave and Jonathan discuss these stages and how you need to prepare your money to work in each stage. They also tackle some listener questions about various retirement topics. The Altmeyer Financial Podcas...

Today Dave and Jonathan go over several points for you to make sure are addressed when putting a financial plan together for retirement. Income, taxes and health care/long term care are some of the most important issues that need to be at the top of the list of things to be sure are taken care of. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial prof...

In this podcast Dave and Jonathan discuss planning and how it involves taking into account some potential situations you may not wish for, including bad health, drops in the financial markets, and other risk factors that could eat into your retirement nest egg. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial...

Dave and Jonathan take a look at the list of things you need to check while putting together a solid retirement financial plan.  The Altmeyer Financial Podcast is a podcast version of the weekly radio show 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,...

There are a number of things which could happen that might "sink your ship" in retirement, including catastrophic illness, longevity, or the premature death of a spouse or partner. Today Dave and Jonathan take a closer look at these risks, and how planning can help lessen the damage to your savings if any of these might occur. The Altmeyer Financial Podcast is a podcast version of the weekly radio...

When you get to retirement, it's important to have your savings ready to provide income, but there are also ways to maximize the ways in which that nest egg works. Today Dave talks about strategies so you can keep more of what you have saved to provide for whatever you need in your retirement years. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial pr...

Today Dave and Jonathan visit what it takes to put together a retirement plan that will work during any type of financial environment - up markets, down markets, or anything in between.  The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning conc...

Today marks the semi-annual show with Phil Altmeyer of the Union Gospel Mission concerning the ongoing situation with the homeless population in the Spokane and Northern Idaho areas. It also features the story of Alathea, a client of the Mission who has been working her way through thier program to get her life back on track. The Altmeyer Financial Podcast is a podcast version of the weekly radio...

Today Dave and Jonathan revisit a familiar subject - how to transfer, or roll over, savings from various accounts into different ones to better facilitate your retirement needs. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with...

Today Dave and Jonathan revisit some of the essential questions you need to answer before retirement, so that your plan will be ready for those so-called golden years.  The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices i...

In today's episode, Dave and Jonathan tackle the biggest mistakes people make with their nest egg when planning for retirement, and how to avoid them to make your plan more efficient. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern...

There are still myths and half truths floating around concerning retirement planning, investing, etc. Today Dave and Jonathan set the issue straight, pointing out what is a myth and how to avoid making mistakes that could cost you big money in your planning and strategies. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer an...

Dave and Jonathan take a look at what comprises a five star strategy for a solid retirement plan that focuses on income, and the ways your savings can be put to use to provide what you need. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning...

Today Dave and Jonathan go over a list of things to make sure your financial situation is up to date as you head into retirement. The Altmeyer Financial Podcast is a podcast version of the weekly radio show 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...

Today Dave and Jonathan, along with new host Bruce Steinbrock, take a look at how to help preserve your retirement savings for as long as you need it, especially in case of a longer retirement due to longevity. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a...

Dave and Jonathan discuss having a true financial professional to guide you through the retirement planning process, especially as it involves the kinds of investments needed for income, as well as planning for upcoming expenses like taxes and health care. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advis...

Today Dave and Jonathan take a look at various things which can be done to make your retirement accounts more tax efficient and beneficial so your money can work as it needs to. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with...

You're thinking about retiring, and you are close to the date you want to do it. But are you really ready? In this episode, Dave and Jonathan discuss the questions you need to ask yourself to make sure your plan can provide everything you will need for a work-optional future. The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer...