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 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 dealing with financial planning for retirement, as well as current economic news and answering listener questions.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
