Today Dave and Jonathan discuss the importance of legacy planning and how things need to be addressed so that anything left behind by someone who passes away is re-dispursed in the most efficient way possible to those they are intended for.
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.
