Dave and Jonathan first take a look at some tasks you can accomplish this spring to help your financial situation, such as looking at subscriptions and memberships you are no longer using. They also discuss how you can help your nest egg become as tax efficient as possible.
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.
