Altmeyer Financial Radio

People are very protective about their finances, and sometimes they make moves that turn out not be in their best interest. Dave and Jonathan take a look at people's behavior about money and how a good financial planner can help steer them away from making decisions that can cost them down the road. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and fin...

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. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern...

Today is the traditional Memorial Day program with Dave's brother Phil Altmeyer, the director of Spokane's Union Gospel Mission. The show addresses the issues of the homeless; how UGM is offering an alternative to the streets and why government solutions to the problem don't work as effectively as they propose to. Altmeyer Financial Radio is a weekly program featuring financial professional Dave A...

Something most people need to do is get rid of stuff when they retire. Downsizing to a smaller space may present problems, such as what to keep and what not to. Dave and Jonathan talk about certain documents to have on hand, as well as organizing them and making sure they are not only secure, but also that family members know where they are located, whether on paper or digitally. Altmeyer Financia...

Dave and Jonathan discuss the importance of life insurance in a retirement plan, then get into the basics of legacy planning and how structuring it properly can make things easier on family and other beneficiaries when the time comes to distribute what has been left behind. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Al...

Dave and Jonathan take a look at the increasing U.S. national debt, then look at some questions people have about retirement, and also some timeless advice quotes from history and how they relate to retirement planning. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning con...

Estate planning can be a big part of anyone's retirement plan, and Dave and Jonathan discuss things which need to be addressed so the plan will be dispursed as efficiently and correctly as the one leaving the assets behind wishes them to be. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a r...

Dave and Jonathan first take a look at some spring cleaning tasks for your financial situation that are good to accomplish this time of year, then discuss further how you can help your nest egg become as tax efficient as possible. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement p...

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 to pay it off. They also take a look at wealth transferring and how gun safety relates to retirement planning. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeye...

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 retirement and how proper planning can help mitigate some of them. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Alt...

The go-go years, the slow-go years and the no-go years. These are the nicknames generally given to the three stages of retirement, each lasting around ten years. Today Dave and Jonathan discuss these stages and how you need to prepare your money to work for each one. They also tackle some listener questions on various retirement topics. Altmeyer Financial Radio is a weekly program featuring financ...

There are many things to account for when you put a plan together for retirement. Today Dave and Jonathan discuss three major areas - income, health care/long term care, and taxes, and how each of these needs to be addressed. They also answer some listener questions. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer...

Today 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. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Fina...

Today Dave and Jonathan revisit the retirement checklist, a list of things every solid retirement plan should have to make sure it works best for anyone's specific situation. 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...

Today Dave and Jonathan discuss ways to help maximize the amount you keep in your own pocket from your retirement nest egg, especially as it involves tax planning to save on what you pay Uncle Sam. 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 S...

Today Dave and Jonathan cover various risks that could affect your retirement plan, such as the death of a partner or spouse, a sudden illness or accident, and longevity. These and other non foreseen events could change the way you need to invest and use your money during your post-working years. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financ...

This is the annual Christmas program with Phil Altmeyer, director of the Union Gospel Mission, about the continuing homeless situation in the Spokane and greater Northern Idaho areas. It also features the story of a woman named Alathea, a client of the Mission, who is entering phase four of a recovery program that has transformed her life. Altmeyer Financial Radio is a weekly program featuring fin...

When it comes to retirement planning, it is a good idea to expect the unexpected. Today Dave looks at some ideas to help people prepare for various risks and unexpected twists and turns that retirement years can bring. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning conc...

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. 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 a...

Today Dave and Jonathan go back and look at ways to plan a five star retirement, in the same way that hotels and restaurants get a five star rating. This kind of plan takes a look at income, tax planning, long term and health care planning, growth strategies and legacy planning to make sure all the bases are covered for a person's or couple's retirement years. Altmeyer Financial Radio is a weekly...

Today Dave and Jonathan revisit some of the essential questions you need to answer before retirement so that your plan can be ready for those so-called golden years. 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’A...

Dave and Jonathan tackle the biggest mistakes people make when planning for retirement and how to avoid them to make your plan more efficient. 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 discu...

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. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Alt...

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. 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,...

Today Dave and Jonathan, along with new host Bruce Steinbrock, go over a list of things to make sure your financial situation is up to date as you head into retirement. 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...