Altmeyer Financial Radio

Taxes and inflation can be serious threats to any retirement plan. Dave and Jonathan address these threats with some ideas about how best to plan ahead to help you keep more money in your pocket. They also look at a recent financial literacy study where many Americans did not pass a test on retirement planning literacy. Altmeyer Financial Radio is a weekly program featuring financial professional...

Dave and Jonathan take a look at the Social Security program and its importance for retirees in their plan. They also revisit making a change to your advisor if circumstances warrant, how delayed gratification can help your plan, and five things to avoid when you retire. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altme...

Dave and Jonathan take a look at the Social Security program and its importance for retirees in their plan. They also revisit making a change to your advisor if circumstances warrant, how delayed gratification can help your plan, and five things to avoid when you retire. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altme...

This is Dave's semi-annual show with his brother Phil Altmeyer, director of Spokane's Union Gospel Mission. Phil gives an update on the Mission's operation and how they are helping those who are homeless or addicted get reassimilated into society. The show include testimonials from indiviiduals who have gone through the Mission's programs. Altmeyer Financial Radio is a weekly program featuring fin...

Dave and Jonathan address the subject of annuities and how they can fit into a proper retirement plan. They also take a look at financial resolutions you could make before 2025 begins. 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, Washi...

Dave and Jonathan take a look at the strategies designed to bring you regular income every month to cover your regular expenses in retirement. They also go over a retirement reality checklist so you can stay on track for the retirement lifestyle you want as opposed to what you might see in advertising. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and...

Having a lot of money is great for retirement - but it isn't quite that easy. Dave and Jonathan take a look at some of the disadvantages a large retirement nest egg can have unless proper planning is undertaken to make sure that money prepares you for any scenario. They also look into the future of Gen Xers beginning to retire as well as beneficiary mistakes to avoid when passing down assets to th...

Dave and Jonathan talk about the importance of balancing the investment mix in your retirement portfolio so it continues to meet the goals you need, as well as keeping in mind your risk tolerances. Later he talks about financial stressors and how to work around them as much as possible. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial adviso...

401Ks provide a huge portion of savings for retirement for most folks, and managing them is paramount to make sure the savings is there and properly placed for retirement. Dave and Jonathan address how best to do this with the help of proper planning strategies for each individual plan. Dave also addresses some often unasked questions about retirement issues, including downsizing, losing a spouse...

Dave takes a look at the re-election of Donald Trump as president last Tuesday, then he and Jonathan go into the growing government debt that has reached $36 trillion and how a need to pay it off could affect retirement accounts going forward. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a...

Keeping your portfolio balanced is important for a number of reasons. Dave and Jonathan take a look at its importance, as well as how tax planning relates to it. 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...

The world has been through unprecedented events recently, such as the Covid pandemic, and many of them have folks thinking they have less control of their financial future. Dave and Jonathan discuss how planning can help alleviate some of those fears and make sure your money is there when you need it. They also take a look at some essential planning strategies to help provide retirement income. Al...

The Fed recently cut interest rates for the first time in several years, and further cuts are expected. Dave goes into what this means for retirees and how to plan for this near term. He also discusses why retirement is harder now as opposed to the days when nearly everyone got a pension. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advi...

Dave takes a look at Social Security and the best ways to optimize your benefits depending on your situation. He also talks about delayed gratification and how putting off some things you may like to have today can help your retirement plan in the future. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer...

Dave and Jonathan explore ways you can help make your retirement nest egg last through years of retirement, as well as looking at the most common planning mistakes, answering listener questions through the mailbag, and some health care statistics that people should be aware of. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonatha...

Women face their own challenges when it comes to retirement planning. Dave provides some tips to help them along, especially as it may involve someone inheriting a plan after their spouse passes away. He also talks about investing like a genius, following tips from some of the world's best investors. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and fi...

Jonathan's brother Caleb Altmeyer is featured on the first two segments of this podcast discussing his organization Helping Captives (formerly HRC Ministries) and their efforts to help those caught in human trafficking. Dave joins the show for the last half to look at some statistics surrounding retirement planning and answering some listener questions. Altmeyer Financial Radio is a weekly program...

Accounting for taxes in a retirement plan may be the single biggest factor in determining the success of that plan. Dave and Jonathan discuss ways you could save on taxes with proper planning. They also look at the upcoming COLA increase in Social Security, how to move on from past mistakes you may have made in your investing decisions, and answer mailbag questions. Altmeyer Financial Radio is a w...

Other than income, taxes may be the most important part of a retirement plan - and maybe the most expensive if you don't account for them properly. Dave discusses how tax planning can help you keep more of your retirement savings instead of shipping it off to Uncle Sam. He and Jonathan also take a look at spousal disagreements, as well as answer listener questions. Altmeyer Financial Radio is a we...

When can I retire? Have I saved enough, and will that money last? Will my loved ones be taken care of? These are the four big questions people have when contemplating retirement. Dave and Jonathan take a look at them and how to best determine the answers for any one person or couple looking to plan their retirement. They also look at the retirement marathon and how to plan for a lengthy retirement...

Dave looks at how a good financial advisor can help a particular client with their retirement plan, and how to figure if a change may be needed for someone to achieve what they want. He also looks at doing your financial chores, much like household chores, and how tidying up your finances will help in getting a solid plan organzied. Altmeyer Financial Radio is a weekly program featuring financial...

Recent changes in IRS regulations have changed the way many people think about tax deferred retirement accounts, and even more so for those who have larger amounts in their IRAs. Dave and Jonathan discuss what you need to know to help avoid big tax hits in accounts such as these. They also connect the dots between financial planning and the latest Inside Out motion picture smash, as well as answer...

Baby boomers are retiring in record numbers, but the next group known as Generation X is in the earliest stages of retirements, and it won't be long before many more of these people will be transitioning to a post-work lifestyle. Dave and Jonathan take a look at how these folks, now mostly in their 50s or early 60s, can set themselves up for retirement during their last few years of work life. Alt...

Dave and Jonathan discuss what may happen in the second half of 2024 with Jeff Bush of the Washington Insider concerning how the election may affect issues such as taxes and more. They also look at how to best make your retirement savings work to provide a steady stream of reliable income for your post-working years, and also discuss the "financial wisdom" of pro basketball superstar and analyst C...

IRAs and 401Ks are two popular investment vehicles for retirement savings. Today Dave and Jonathan look at what kinds of decisions you can make regarding these accounts and how to use strategies to help save you money in taxes and more. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retire...