Eric Pedersen
Altmeyer Financial Radio
Podcast by Altmeyer Financial Radio
Where to listen?
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Episodes
Nest Egg Longevity - October 14, 2023 15.10.2023 59:54
Today Dave introduces new program host Bruce Steinbrock to Altmeyer Financial Radio, then he and Jonathan 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. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Fi...
Financial Wellness Assessment - October 7, 2023 08.10.2023 59:54
You get a physical check-up every year - well, how about getting a financial check-up as well? Today Dave and Jonathan go over the things you need to make sure of so that your financial health is as good as it can be heading into retirement. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a r...
Why You Need A True Financial Ally - September 23, 2023 24.09.2023 59:54
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. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer...
Rollover Maneuvers UPDATE - September 16, 2023 17.09.2023 59:54
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. 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...
The Client Experience - September 9, 2023 10.09.2023 59:54
Today Dave and Jonathan look at how Altmeyer Financial helps people with their retirement plans with a deep dive into their Four Steps to a Worry Free Retirement process as well as some of the advantages of being an independent company with a choice of different providers for whatever people need in their plan to make it work. Altmeyer Financial Radio is a weekly program featuring financial profes...
Picking the Right Retirement Date - September 2, 2023 03.09.2023 59:54
Today Dave and Jonathan review how to go about determining the things that help measure when the right time is for anyone to retire. 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...
Your Financial Future - August 26, 2023 27.08.2023 59:51
Dave looks at some current goings-on before addressing things you need to get taken care of for your future security in 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 d’Alene, Idaho. They discuss topics d...
Making the Right Decisions at the Right Time - August 19, 2023 20.08.2023 59:54
Dave looks at some current areas of the financial landscape as well as talking more about his new book "Last Leg of Your Journey to Retirement". He and Jonathan then revisit when the best times are to make certain decisions regarding your retirement plan. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer...
Things You Need to Know - August 12, 2023 13.08.2023 59:54
Dave and Jonathan discuss items which need to be taken care of before you make the call to retire. They also announce Dave's new book Last Leg of Your Journey to Retirement, and how to get a copy, as well as an additional member of their staff to help with new clients. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeye...
Three Stages of Retirement - August 5, 2023 06.08.2023 59:54
The go-go, slow-go and no-go years are the nicknames for each period following retirement. Each has different demands of your retirement funds, and Dave and Jonathan go over what these are and how they need to work for you in each stage. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retir...
Banishing the Retirement Boogeyman - July 29, 2023 30.07.2023 59:54
Some of the biggest fears involving retirement include outliving your savings, maintaining a comfortable lifestyle and potentially large health care expenses. Today Dave and Jonathan address those and other issues that could make retirement a scary proposition unless they are properly planned for. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and finan...
What Retirees Would Do Differently If They Could - July 22, 2023 23.07.2023 59:54
Dave and Jonathan look back at things people in retirement would have done differently when planning for their golden years, and how you can learn from what they tell you. 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 Coe...
Nest Egg Longevity - July 15, 2023 17.07.2023 59:54
In this show, Dave and Jonathan discuss ways to make your next egg stretch to cover the increased costs of various items in retirement, including health care, taxes, and covering inflation. 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,...
Retirement IQ Test - July 8, 2023 09.07.2023 59:54
How much do you know about retirement? In general, Americans only scored 30% on a recent quiz about it, according to a study by Fidelity Investments. And the highest score was just 79%. Today Dave and Jonathan talk about their idea of what people need to know about retirement planning and how to prepare for working with a financial professional in crafting a plan which works for them. Altmeyer Fin...
Union Gospel Mission Update - July 1, 2023 02.07.2023 59:55
For the Independence Day holiday weekend, we look back at the show from a few weeks ago with Dave's brother Phil Altmeyer, the director of the Union Gospel Mission, on homeless issues affecting the Spokane Valley area. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning conc...
Nest Egg Longevity - June 24, 2023 25.06.2023 59:54
Your next egg has to provide funds to last through your entire retirement, perhaps 30 years or longer. Today Dave and Jonathan discuss strategies and ideas to help you do just that. 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, Washingt...
Rollover Maneuvers - June 17, 2023 18.06.2023 59:54
Today Dave and Jonathan take a look at ways to roll over your savings vehicles into other financial strategies that can help cover all the areas required of a solid retirement plan, not just growth of investments. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern w...
Adjustments to Make to Your Retirement - June 10, 2023 10.06.2023 59:54
You may have a really solid retirement plan - but what if inflation skyrockets? What if a major health event requires expensive care, or even long term care? Today Dave and Jonathan talk about how planning for as many so-called unforeseen events as possible can help make adjusting your plan easier and less stressful should the need arise. Altmeyer Financial Radio is a weekly program featuring fina...
Financial Wellness Assessment - June 3, 2023 05.06.2023 59:54
How can you tell if your financial situation is healthy, especially when it comes to retirement planning? Today Dave and Jonathan go over the areas that can help assess your situation and, if necessary, ways to improve it. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning...
Phil Altmeyer and the Union Gospel Mission - May 27, 203 28.05.2023 59:55
For Memorial Day weekend, Dave's brother Phil Altmeyer, director of the Union Gospel Mission, updates us on the plight of the homeless and the state of UGM's mission to provide services to help them get back into a productive life. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement...
Essential Money Questions - May 13, 2023 14.05.2023 59:54
Retirement is something everyone looks forward to, but you need to answer some major questions before you pull the trigger. Some of these include what you want your retirement to look like and how long will your retirement last. These and other factors can help determine whether you have enough saved for retirement and how your resources can best be utilized in a plan. Altmeyer Financial Radio is...
Getting Your Financial Check-Up 07.05.2023 59:54
You get a check-up every year from your doctor regarding your physical health - and you should get one regularly from a financial professional about your financial health. Dave and Jonathan take note of a recent AARP study which says five out of six adults age 50 and older are not "financially healthy", and how that can be addressed with proper planning. Altmeyer Financial Radio is a weekly progra...
Three Stages of Retirement - April 29, 2023 30.04.2023 59:55
Today Dave and Jonathan take a look at the three stages of retirement - basically the first ten years where you are most active, then the next ten or so years where that slows down, leading into the final years with much less activity and likely declining health. Your money needs to serve different purposes in each stage, and they take a look at how your savings can last through as many years of r...
Give Your Savings A Boost - April 15, 2023 17.04.2023 59:54
Today Dave and Jonathan look at ways to help grow your retirement savings, some of which actually consist of cutting some costs to help keep more money in your pocket. 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...
Why You Need A True Financial Ally - April 8, 2023 09.04.2023 59:54
Though many folks like to watch their own money when saving for retirement, data shows that using a financial professional can help bring even more value to your plan. Dave and Jonathan go over how this happens, and how to find the right financial professional to help guide you along the way. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial...
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