Altmeyer Financial Radio

After opening with a first look at the Big Beautiful Bill become law, Dave and Jonathan discuss the reality of spending in retirement, which is often thought to be less than what you made in your working years, but could well turn out to be as much or more in some cases. They also take a look at so-called financial proverbs - pieces of advice to adhere to involving money. Altmeyer Financial Radio...

Dave's brother Phil Altmeyer, director of Spokan'e Union Gospel Mission, appears to update their activites for 2025 and report on the state of the homeless situation in the area and how the Mission is designed to help. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning conc...

Dave and Jonathan talk about the importance of having an income plan ready, especially in times of volatility such as what we have seen in the first half of 2025, and also to have a handle on the amount of risk in your plan. They also revisit how to plan to create that dependable income, some red flags concerning picking the right financial professional to help plan for retirement, and answering l...

Dave and Jonathan take another look at an important issue of the way people behave when it comes to their investments and money, and why it is important to not let emotions get involved in changing their financial plan for retirement. Dave also looks at what he sees in what ultimately will be the final version of the so-called Big Beautiful Bill now before the Senate and could be passed in the nex...

Dave and Jonathan discuss how taxes differ in retirement and how advance planning can help you from paying more than necessary to the IRS. They also look at how inflation can eat into your nest egg and how best to combat it going forward. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a reti...

Dave and Jonathan address three essential pillars to ensure a stable financial plan for retirement - tax efficient strategies, appropriate investment management and reliable income generation. 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 Spokan...

First Dave takes a look at continuing market volatility and how having a plan can help ease its effects on your retirement savings. He also discusses things you may miss in formulating a plan, as well as the subject of charitable giving now during your lifetime or passing it on to the next generation after you pass away. Altmeyer Financial Radio is a weekly program featuring financial professional...

What is the difference between active and passive investing? Dave takes a look at each method and helps determine the circumstances that can help decide which approach is best for your portfolio. He also takes a look at a "game show" view of retirement planning and which programs relate best to it. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and fina...

Turning your retirement savings into consistent, reliable lifetime income isn't as easy as it seems. It requires a new set of financial vehicles to make it happen, as well as a change in mindset towards spending instead of saving. Dave and Jonathan take a look at some of the ways this occurs, as well as a heartfelt tribute to mothers on this Mother's Day weekend. Altmeyer Financial Radio is a week...

Small business owners need to plan for retirement like everyone else, but usually in a different manner than everyone else. Dave and Jonathan go over options available to business owners to help them fund their retirements, as well as planning for their business to succeed them. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonath...

Dave and Jonathan start off by addressing everyone's favorite hot topic, market volatility. Then they go into questions that can be addressed better when talking to an advisor, as well as possible red flags when choosing one. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planni...

Dave and Jonathan address some ways to help you maximize your retirement income without saving additional money, mainly with optimizing Social Security benefits and making sure you take required minimum distributions properly to save on taxes. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a...

Jonathan opens the show by addressing the issue of how to keep your money safe in time such as recently when the market dropped some 25% in three days mainly due to tariffs. He talks about paying down debt and building an emergency fund as ways to stay above water. Later Dave joins him to revisit making your retirement nest egg last, as well as why retirement is harder now than in past years. Altm...

There could be a number of things that derail even a well funded retirement plan if they are not addresed - rising health care costs, taxes, volatility and more. Dave takes a look and discusses how to make sure some of these so-called hidden obstacles don't eat away at your savings. He also looks at being proactive about your plan in times of volatility to make sure it remains solid. Altmeyer Fina...

Jonathan kicks off the show by addressing market volatility and how it benefits retirees to be proactive about their plan and its investments. Dave joins him later to talk about protected income and the growing federal government debt. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirem...

Taxes are a tricky subject for retirees, and the possibility of rising rates makes it even trickier. Dave and Jonathan take a look at some strategies which can be used to make sure what you pay Uncle Sam is the lowest amount legally possible. Dave also equates retirement planning to playing in the NCAA basketball tournament getting underway. Altmeyer Financial Radio is a weekly program featuring f...

Dependable, guaranteed income is the backbone of any retirement plan. Dave and Jonathan look at the strategies involved in making sure you have this type of income, especially regarding optimizing Social Security benefits. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning...

After addressing Social Security in the opening portion, Dave and Jonathan tackle the subject of retirement income, and ways to maximize using your savings by being tax efficient and avoiding things like not taking required minimum distributions. They also answer listener questions in the final portion of the show. Altmeyer Financial Radio is a weekly program featuring financial professional Dave...

After a look at recent happenings, Dave and Jonathan compare retirement planning to playing various well known board games. They also compare it to real estate holdings and answer listener questions. 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...

Dave and Jonathan address volatility, which could be a big factor as 2025 goes along. They also take a look at some fuzzy math when it comes to various aspects of investments, as well as comparing retirement planning to shopping for groceries. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a...

Dave and Jonathan take a look at a list of things you should be aware of when putting a retirement plan together, taking into account taxes, health care, inflation and more. 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 C...

Dave and Jonathan discuss financial planning as seen through the eyes of Super Bowl champion coach Andy Reid of the Kansas City Chiefs. With Valentine's Day on the horizon, they also look at the five so-called love languages of financial planning, and also look at what to expect when you give yourself a financial check-up. Altmeyer Financial Radio is a weekly program featuring financial profession...

Putting a retirement plan together is a lot like building a new house - you need a strong foundation, a sturdy roof and solid walls. Dave and Jonathan discuss what parts of the retirement plan you need for the foundation, roof and walls to make a solid plan going forward. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altm...

Dave and Jonathan take a look at the tradtiional three legged stool of retirement, which consists of Social Security, a pension and savings. With pensions going by the wayside, they look at how this model has changed and how planning can help in providing regular retirement income. They also answer listener questions. Altmeyer Financial Radio is a weekly program featuring financial professional Da...

The Republicans have the presidency and majorities in the House and Senate. Dave and Jonathan discuss what President Trump wants from his new administration and what could happen whether he gets it or not. They also discuss financial half-truths and go over a checklist of financial items to be aware of throughout 2025. Altmeyer Financial Radio is a weekly program featuring financial professional D...