Dave and Jonathan take a look at annuties, the investment vehicle that brings a lot of emotions out in people. They go over which are the best types and which to stay away from if you choose one for your portfolio. They also play a game of two truths and a lie about various financial topics, and get into resolutions for 2025.
The Altmeyer Financial Podcast is a podcast version of the weekly radio show 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.