Shows
Altmeyer Financial PodcastEnd of 2025 Update from Union Gospel Mission - December 20, 2025As is tradition for Christmas and New Year's, Dave brings in his brother Phil Altmeyer, the long time director of the Union Gospel Mission, to share information about the Mission's continuing services and expansion into the Lewiston, Idaho area for 2026. A client named Miranda also appears to share her personal story of redemption from an abusive lifestyle with the help of the Mission, and how she is helping present clients in their comeback stories.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of...
2025-12-2258 minAltmeyer Financial PodcastFinancial Habits of Upper Class RetireesDave and Jonathan take a look at some habits that so-called upper class retirees have that help develop plans that bring greater returns than many others. These include using Roth conversions, early long term care planning, actively managing withdrawal strategies and more. Later Dave and Jonathan look at taxes and inflation and how they can affect any type of financial planning outlook.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...
2025-12-1557 minAltmeyer Financial PodcastGiving ThanksIn a bit of a Thanksgiving themed show, Dave and Jonathan first compare the traditional Thanksgiving meal to the pieces of a retirement plan, then later address things you can be thankful for in a financial sense. They also talk about the psychological shift from saving money for retirement to spending it and how retirees can make that shift so they can enjoy their post-working years.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...
2025-11-2455 minAltmeyer Financial PodcastDrinking the Annual COLAThe 2026 Social Security Cost of Living Adjustment, or COLA, was announced at 2.8% earlier this month. Many retirees say this annual increase is not enough to keep up with inflation, and Dave explores some ways to stay ahead of it with your financial plan. He and Jonathan also revisit some of the unknown factors retirees face when they reach their after work years.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...
2025-11-1754 minAltmeyer Financial PodcastHighly Appreciated Asset DisposalWhen you have things like stocks, real estate, a business, etc. that has gained value over time, you could get hit with a large tax bill when it comes time to sell or transfer those assets. Dave and Jonathan look at strategies to help defer the tax hit and possibly lower the amount you pay to Uncle Sam.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. Th...
2025-11-1055 minAltmeyer Financial PodcastThe Longevity ChallengePeople are living longer than previous generations, which can provide challenges for financial planning. Dave and Jonathan take a look at some of the adjustments people can make, with the help of their financial professionals, to make sure their retirement savings can last no matter how long their retirement can be.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 fo...
2025-11-0354 minAltmeyer Financial PodcastFinancial Planning MonthOctober is Financial Planning Month, and Dave and Jonathan take a look at what financial planning offers, especially through the eyes of retirement planners. Later they discuss how to optimize your 401K, and then preserve its savings to help provide steady retirement income.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 an...
2025-10-2755 minAltmeyer Financial PodcastThe New Retirement RealityToday Dave introduces Zach Brickner from his office, a new advisor who works a lot with the Roth Integration and other analytic areas of planning for Altmeyer clients. They open with October being Financial Planning Month, then Dave looks at the new retirement reality of longevity risk, and how many people believe they don't have enough saved for retirement, as well as looking for ways and strategies to use to help that savings stretch through a potentially long retirement.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and...
2025-10-2055 minAltmeyer Financial PodcastOptimizing Retirement IncomeThere are ways to optimize retirement income, and Dave and Jonathan discuss ways to do it, including Social Security claiming strategies, proper risk exposure for growth in investment savings, and more. They also take a look at how retirees can learn from the mistakes of others who have gone before them.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 fo...
2025-10-1355 minAltmeyer Financial PodcastInterest Rates and Roth ConversionsFirst Dave and Jonathan address the recent quarter percent cut in interest rates by the Federal Reserve and what it might mean for retirees, then they discuss Roth conversions and how they can play a role in retirement plans, especially with the end of the year drawing close and deadlines coming for when these need to be made for tax purposes.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...
2025-10-0654 minAltmeyer Financial PodcastPreserving Your Retirement From TaxesEven with the One Big Beautiful Bill extending lower tax rates until 2029, retirees still take it on the chin in various ways concerning taxes. Dave and Jonathan take a look at how people in retirement can use certain strategies to help preserve some of their money from Uncle Sam. They also find some tips for people who are natural savers and answer listener questions from the mailbag.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...
2025-09-2955 minAltmeyer Financial PodcastThe Charlie Kirk ExperienceThis show opens with Bruce and Dave chatting with a new employee hire at Altmeyer Financial, Quincy Froelich, who attended a campus program last year featuring conservative activist Charlie Kirk, who was recently assassinated while conducting a similar program at a college in Utah. She addr essed her own thoughts about his presentation and the experience in general. Later Dave and Jonathan look at recent financial headlines, downsizing and a brief look at the Social Security COLA for 2026.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial...
2025-09-2255 minAltmeyer Financial PodcastRisks in RetirementDave takes a look at some of the biggest retirement risks, including longevity, taxes and having all your eggs in one basket. He also addresses the importance of financial security and how planning can help you best attain it.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.
2025-09-1555 minAltmeyer Financial PodcastWhat Happens If . . . Social SecuritySocial Security is the most popular retirement program - but what if it doesn't go as far as you need it to? Dave and Jonathan take a look at the program and how you can stretch the dollars you can claim from it, as well as ways to augment your income so you can have what you need in retirement. They also revisit the tax challenges retirees face as well as the foundation any good retirement plan needs to succeed.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer...
2025-09-0855 minAltmeyer Financial PodcastFalling Interest Rates Threatens Retirement IncomeIf the Fed cuts interest rates beginning in September, as many analysts predict, retirement income investment vehicles could be affected. Dave and Jonathan take a look at how to work around this possibility should it occur, as well as digging deeper into the provisions of the Big Beautiful Bill Law and what it means for retirees and taxpayers.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. Th...
2025-09-0155 minAltmeyer Financial Podcast401K ImperfectionsDave and Jonathan take a look at the 401K and some of the things that make it far from the best investment vehicle for retirement savings, even if it the most convenient for workers to withhold money for that purpose. They also examine lyrics to songs by the Beatles and how they relate to retirement planning and saving.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. Th...
2025-08-2555 minAltmeyer Financial PodcastIs Your Plan Prepared?The news recently has had lots of headlines about tariffs, trade policy and other influences affecting the economy, which begs the question - is your plan prepared to face the volatility this can cause? Dave and Jonathan discuss how these and other factors affect the markets and how having a solid plan can help keep volatility at bay, as well as how having a trusted financial professional can help you make changes as necessary to keep your plan on track.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer...
2025-08-1855 minAltmeyer Financial PodcastUsing Volatility to Your AdvantageDave and Jonathan open by discussing the recent round of market volatility and how to use it to your advantage - with help from a trusted financial professional - in putting a solid retirement income plan together and helping it to grow. They also revisit ways to make your money work for you in retirement, as well as possible retirement financial stressors.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...
2025-08-1155 minAltmeyer Financial PodcastWill You Outlive Your Assets?A recent study showed that two thirds of investors aged 55-75 are worried about outliving their retirement savings. Dave and Jonathan discuss the factors involved and how having a written plan can help alleviate these worries. They also discuss how to make wise decisions regarding your IRA and 401K plans regarding investment options and tax ramifications, as well as answering listener questions from the mailbag.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...
2025-08-0454 minAltmeyer Financial PodcastMake Your Money Work For YouDave and Jonathan discuss some ways to help your money work for you when it comes to retirement savings. They also come up with some tips to help you save money from possible wasteful spending to help make it last.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 qu...
2025-07-2855 minAltmeyer Financial PodcastThe Big Beautiful LawDave and Jonathan discuss more about the provisions in the so-called Big Beautiful Bill just signed into law by President Trump earlier in July. They also take a look at the longevity challenge your money faces if you live a long time in retirement.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 ne...
2025-07-2156 minAltmeyer Financial PodcastThe Reality of Retirement SpendingAfter opening with a first look at the Big Beautiful Bill become law, Dave and Jonathan discuss the reality of spending in retirement, which is often thought to be less than what you made in your working years, but could well turn out to be as much or more in some cases. They also take a look at so-called financial proverbs - pieces of advice to adhere to involving money.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...
2025-07-1456 minAltmeyer Financial PodcastUnion Gospel Mission UpdateDave's brother Phil Altmeyer, director of Spokan'e Union Gospel Mission, appears to update their activites for 2025 and report on the state of the homeless situation in the area and how the Mission is designed to help.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 ad...
2025-07-0756 minAltmeyer Financial PodcastPlanning for Volatility - June 28, 2025Dave and Jonathan talk about the importance of having an income plan ready, especially in times of volatility such as what we have seen in the first half of 2025, and also to have a handle on the amount of risk in your plan. They also revisit how to plan to create that dependable income, some red flags concerning picking the right financial professional to help plan for retirement, and answering listener questions from the mailbag.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer...
2025-06-3055 minAltmeyer Financial PodcastBehavioral Finance and YouDave and Jonathan take another look at an important issue of the way people behave when it comes to their investments and money, and why it is important to not let emotions get involved in changing their financial plan for retirement. Dave also looks at what he sees in what ultimately will be the final version of the so-called Big Beautiful Bill now before the Senate and could be passed in the next few weeks.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer...
2025-06-2354 minAltmeyer Financial PodcastTackling the Twin Threats of Taxes and InflationDave and Jonathan discuss how taxes differ in retirement and how advance planning can help you from paying more than necessary to the IRS. They also look at how inflation can eat into your nest egg and how best to combat it going forward.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 ne...
2025-06-1655 minAltmeyer Financial PodcastThree Pillars of Financial SecurityDave and Jonathan address three essential pillars to ensure a stable financial plan for retirement - tax efficient strategies, appropriate investment management and reliable income generation.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, LL...
2025-06-0955 minAltmeyer Financial PodcastMarket News and Gifting Now or LaterFirst Dave takes a look at continuing market volatility and how having a plan can help ease its effects on your retirement savings. He also discusses things you may miss in formulating a plan, as well as the subject of charitable giving now during your lifetime or passing it on to the next generation after you pass away.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. Th...
2025-06-0255 minAltmeyer Financial PodcastUnion Gospel Mission UpdateThis is the traditional Memorial Day weekend show where Dave talks with his brother Phil Altmeyer, the long time director of Spokane's Union Gospel Mission about the homeless issues in the area and the programs the Mission offers ongoing to help those in need.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 ne...
2025-05-2657 minAltmeyer Financial PodcastActive vs. Passive InvestingWhat is the difference between active and passive investing? Dave takes a look at each method and helps determine the circumstances that can help decide which approach is best for your portfolio. He also takes a look at a "game show" view of retirement planning and which programs relate best to it.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 pl...
2025-05-1954 minAltmeyer Financial PodcastRetirement Income BlueprintTurning your retirement savings into consistent, reliable lifetime income isn't as easy as it seems. It requires a new set of financial vehicles to make it happen, as well as a change in mindset towards spending instead of saving. Dave and Jonathan take a look at some of the ways this occurs, as well as a heartfelt tribute to mothers on this Mother's Day weekend.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...
2025-05-1255 minAltmeyer Financial PodcastRetirement for Small Business OwnersSmall business owners need to plan for retirement like everyone else, but usually in a different manner than everyone else. Dave and Jonathan go over options available to business owners to help them fund their retirements, as well as planning for their business to succeed them.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 cu...
2025-05-0555 minAltmeyer Financial PodcastQuestions and Red FlagsDave and Jonathan start off by addressing everyone's favorite hot topic, market volatility. Then they go into questions that can be addressed better when talking to an advisor, as well as possible red flags when choosing one.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.In...
2025-04-2855 minAltmeyer Financial PodcastMaximize Your Retirement IncomeDave and Jonathan address some ways to help you maximize your retirement income without saving additional money, mainly with optimizing Social Security benefits and making sure you take required minimum distributions properly to save on taxes.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 ad...
2025-04-2155 minAltmeyer Financial PodcastPreserving Your Money In Times of a Market DownturnJonathan opens the show by addressing the issue of how to keep your money safe in time such as recently when the market dropped some 25% in three days mainly due to tariffs. He talks about paying down debt and building an emergency fund as ways to stay above water. Later Dave joins him to revisit making your retirement nest egg last, as well as why retirement is harder now than in past years.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...
2025-04-1455 minAltmeyer Financial PodcastHidden ObstaclesThere could be a number of things that derail even a well funded retirement plan if they are not addresed - rising health care costs, taxes, volatility and more. Dave takes a look and discusses how to make sure some of these so-called hidden obstacles don't eat away at your savings. He also looks at being proactive about your plan in times of volatility to make sure it remains solid.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...
2025-04-0755 minAltmeyer Financial PodcastMarket VolatilityJonathan kicks off the show by addressing market volatility and how it benefits retirees to be proactive about their plan and its investments. Dave joins him later to talk about protected income and the growing federal government debt.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.
2025-03-3154 minAltmeyer Financial PodcastRising Tax ChallengesTaxes are a tricky subject for retirees, and the possibility of rising rates makes it even trickier. Dave and Jonathan take a look at some strategies which can be used to make sure what you pay Uncle Sam is the lowest amount legally possible. Dave also equates retirement planning to playing in the NCAA basketball tournament getting underway.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. Th...
2025-03-2455 minAltmeyer Financial PodcastCreating Dependable Retirement IncomeDependable, guaranteed income is the backbone of any retirement plan. Dave and Jonathan look at the strategies involved in making sure you have this type of income, especially regarding optimizing Social Security benefits.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 se...
2025-03-1754 minAltmeyer Financial PodcastMaximize Your Retirement IncomeAfter addressing Social Security in the opening portion, Dave and Jonathan tackle the subject of retirement income, and ways to maximize using your savings by being tax efficient and avoiding things like not taking required minimum distributions. They also answer listener questions in the final portion of the show.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...
2025-03-1055 minAltmeyer Financial PodcastRetirement Planning and Board GamesAfter a look at recent happenings, Dave and Jonathan compare retirement planning to playing various well known board games. They also compare it to real estate holdings and answer listener questions.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 av...
2025-03-0355 minAltmeyer Financial PodcastVolatility, Fuzzy Math and Grocery ShoppingDave and Jonathan address volatility, which could be a big factor as 2025 goes along. They also take a look at some fuzzy math when it comes to various aspects of investments, as well as comparing retirement planning to shopping for groceries.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 li...
2025-02-2455 minAltmeyer Financial PodcastRetirement ChecklistDave and Jonathan look at a list of things you should be aware of when putting a retirement plan together, taking into account taxes, health care, longevity and more.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...
2025-02-1755 minAltmeyer Financial PodcastAndy Reid, Love Languages and A Financial Check-UpDave and Jonathan discuss financial planning as seen through the eyes of Super Bowl champion coach Andy Reid of the Kansas City Chiefs. With Valentine's Day on the horizon, they also look at the five so-called love languages of financial planning, and also look at what to expect when you give yourself a financial check-up.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 de...
2025-02-1055 minAltmeyer Financial PodcastBuild Your Financial HousePutting a retirement plan together is a lot like building a new house - you need a strong foundation, sturdy roof and solid walls. Dave and Jonathan take a look at which parts of the plan relate to the portions of the house and how each is important as the final product comes together. They also tackle some more listener questions from the mailbag.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...
2025-02-0354 minAltmeyer Financial PodcastThe Three Legged Stool of RetirementDave and Jonathan take a look at the tradtiional three legged stool of retirement, which consists of Social Security, a pension and savings. With pensions going by the wayside, they look at how this model has changed and how planning can help in providing regular retirement income. They also answer listener questions.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 pl...
2025-01-2755 minAltmeyer Financial PodcastRepublicans in ChargeWhat could happen now that the Republicans have control of the presidency, House and Senate? Dave and Jonathan take a look at the Trump administration's goals for the coming year, as well as discussing financial half-truths and a checklist for the new year.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 an...
2025-01-2054 minAltmeyer Financial PodcastThe Twin Threats of Taxes and InflationTaxes and inflation are threats to anyone's retirement plan. Dave and Jonathan go over some ideas to help you work around these threats as best as possible. They also look at a recent study where most Americans did not pass a test on financial literacy concerning retirement, and they also look at so-called retirement ambushes.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 de...
2025-01-1355 minAltmeyer Financial PodcastRegarding Social SecurityDave and Jonathan take a look at the Social Security program and its importance for retirees in their plan. They also revisit making a change to your advisor if circumstances warrant, how delayed gratification can help your plan, and five things to avoid when you retire.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 cu...
2025-01-0659 minAltmeyer Financial PodcastUnion Gospel Mission UpdateThis is the semi-annual holiday update with Dave's brother Phil Altmeyer, director of Spokane's Union Gospel Mission. He addresses the ongoing progress of the Mission in addressing the homeless issue in the area and the resources UGM provides to help people get back on their feet from not only homelessness, but addiction and recovery from abuse.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 to...
2024-12-231h 00Altmeyer Financial PodcastAll About AnnuitiesDave 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...
2024-12-1656 minAltmeyer Financial PodcastProtected IncomeDave and Jonathan take a look at strategies designed to provide income that comes in every month to provide what you need to cover your monthly expenses. They also look at four pieces of advice as a retirement reality check to help you realistically plan your retirement lifestyle. 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 wel...
2024-12-0955 minAltmeyer Financial PodcastMore Money - More IssuesEveryone would like to have more money for retirement. But that doesn't mean it would make retirement easier - longevity has to be taken into account to make sure that money lasts as long as you do. Dave and Jonathan discuss how to plan for this regardless of the amount you have saved. They also revisit Gen X just getting into their retirement years, as well as mistakes you may be making when it comes to beneficiaries on your retirement accounts.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave A...
2024-12-0255 minAltmeyer Financial PodcastBalance Your Retirement Portfolio NowDave and Jonathan talk about the importance of balancing the investment mix in your retirement portfolio so it continues to meet the goals you need, as well as keeping in mind your risk tolerances. Later he talks about financial stressors and how to work around them as much 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 re...
2024-11-2553 minAltmeyer Financial PodcastPreserving and Optimizing Your 401KFirst Dave and Jonathan take a look at a recent study which concludes that the cost of the traditional American Dream lifestyle comes out to nearly $4.5 million over a lifetime. Then they look at the best ways to manage your 401K for the purpose of helping it build up retirement savings, as well as ways to plan for taxes surrounding the distributions you will be taking from those accounts.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...
2024-11-1855 minAltmeyer Financial PodcastThe ElectionDave takes a look at the re-election of Donald Trump as president last Tuesday, then he and Jonathan go into the growing government debt that has reached $36 trillion and how a need to pay it off could affect retirement accounts going forward.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 an...
2024-11-1155 minAltmeyer Financial PodcastTaking Control of RetirementThe world has been through unprecedented events recently, such as the Covid pandemic, and many of them have folks thinking they have less control of their financial future. Dave and Jonathan discuss how planning can help alleviate some of those fears and make sure your money is there when you need it. They also take a look at some essential planning strategies to help provide retirement income.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...
2024-10-2854 minAltmeyer Financial PodcastMedicare 2025Jonathan opens this podcast by discussing changes to Medicare for 2025 as the annual open enrollment period begins next week. Later Dave joins him to revisit how tax planning can help preserve your nest egg instead of paying more than you have to to the IRS, and also answers listener questions from the mailbag.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 fi...
2024-10-1457 minAltmeyer Financial PodcastOptimizing Social SecurityDave looks at Social Security, one of the most critical parts of any retirement income plan, and how to find certain strategies so you can get the most from your benefits. He also talks about delayed gratification and how it can benefit you in the long run when it comes to savings.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 pl...
2024-10-0755 minAltmeyer Financial PodcastRetirement Planning For WomenWomen have special needs when planning for retirement, especially regarding the fact that many will inherit a plan largely put together by their husband if he passes first. Dave talks about the factors involved and how women can work with an advisor to make sure they are taken care of when their spouse passes. He also looks at investing like a genius, taking tips from legendary pros to help your own plan become more efficient.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer...
2024-09-3055 minAltmeyer Financial PodcastHelping CaptivesJonathan's brother Caleb Altmeyer is featured on the first two segments of this podcast discussing his organization Helping Captives (formerly HRC Ministries) and their efforts to help those caught in human trafficking. Dave joins the show for the last half to look at some statistics surrounding retirement planning and answering some listener questions.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 fi...
2024-09-1655 minAltmeyer Financial PodcastTaxes in RetirementAccounting for taxes in a retirement plan may be the single biggest factor in determining the success of that plan. Dave and Jonathan discuss ways you could save on taxes with proper planning. They also look at the upcoming COLA increase in Social Security, how to move on from past mistakes you may have made in your investing decisions, and answer mailbag questions.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...
2024-09-0855 minAltmeyer Financial PodcastMaking Retirement Money LastDave and Jonathan explore ways you can help make your retirement nest egg last through years of retirement, as well as looking at the most common planning mistakes, answering listener questions through the mailbag, and some health care statistics that people should be aware of.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 ec...
2024-09-0153 minAltmeyer Financial PodcastTaxes in RetirementDave and Jonathan discuss how taxes can be the most important area of planning - outside of income - you have in retirement, and how you can potentially keep more money in your pocket with the right strategies. They also feature a segment on spousal disagreements about certain aspects of retirement, and also answer questions from the mailbag.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. Th...
2024-08-2554 minAltmeyer Financial PodcastThe Five Financial Stages of LifeBeginning with your first job, there are five main stages of financial progress you make as you go through life, all leading up to retirement. Dave and Jonathan discuss how each stage unfolds and how they work with people going through each one.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 an...
2024-08-1854 minAltmeyer Financial PodcastFour Questions About RetirementHave I saved enough? Will my money last? These are two of the four most important questions retirees have on their minds going into retirement. Today Dave and Jonathan take a look at those questions, as well as comparing retirement to running a marathon and being questioned about trivia involving taxes and their history.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 wi...
2024-08-0454 minAltmeyer Financial PodcastReasons To Fire Your AdvisorA good advisor can help you reach your financial goals, but a poor advisor can hold you back. Dave discusses how you can tell if you are getting the kind of advice that's right for you and what to expect from a good advisor. He also gets into doing your financial chores - the kinds of things you might, like other typical household chores, may not want to do but getting them done makes things neater and easier.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial...
2024-07-2155 minAltmeyer Financial PodcastPlanning For Large IRAsRecent changes in IRS regularions have changed the way many people think about tax deferred retirement accounts, and even more so for those who have larger amounts in their IRAs. Dave and Jonathan discuss what you need to know to help avoid big tax hits in accounts such as these. They also connect the dots between financial planning and the latest Inside Out motion picture smash, as well as answer listener questions from the mailbag.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer...
2024-07-1455 minAltmeyer Financial PodcastBoomers Up To Bat; Gen X On DeckThe baby boomer generation is retiring in record numbers, but the next group, the so-called Gen Xers, are in the initial stages of their retirements. Today Dave and Jonathan take a look at what these folks, still mostly in their 50s, should be doing in their final working years to set themselves up for retirement. They also look at headlines of the week as well as the major scams that are working to try and rob retirees of their nest eggs.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave...
2024-07-0754 minAltmeyer Financial PodcastMake Your Money Work for YouDave and Jonathan discuss how to best make your retirement savings work to provide a steady stream of reliable income for your post-working years. They also look at what could happen in the second half of 2024 with Jeff Bush of the Washington Insider, especially as it relates to how the election could impact such issues as taxes and more. 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, Ida...
2024-06-2754 minAltmeyer Financial Podcast401K and IRA DecisionsThere are a lot of decisions you need to make regarding these popular retirement savings vehicles. The right ones could help save you hundreds, or maybe even thousands, of dollars in taxes, leaving more in your nest egg for you to enjoy. Dave and Jonathan discuss some of the strategies involved in helping determine what is best for you.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, Id...
2024-06-1754 minAltmeyer Financial PodcastBehavioral Finance and YouPeople are very protective about their finances, and sometimes they make moves that turn out not to be in their best interest. Dave and Jonathan take a look at people's behavior about money and how a good financial planner can help steer them away from making decisions that can cost them down the road.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 wi...
2024-06-1157 minAltmeyer Financial PodcastPreserving Your Retirement From TaxesYou'll be hearing this a lot - tax rates will be going up by the start of 2026. Today Dave and Jonathan talk about how planning for these increases now by paying up front could save you a lot of money in the future.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 an...
2024-06-1154 minAltmeyer Financial PodcastUnion Gospel Mission UpdateOn Memorial Day weekend, Phil Altmeyer - Dave's brother and director of Spokane's Union Gospel Mission - joins the show to discuss ongoing homeless issues in the area, how the mission is accomplishing its goal of changing people's lives and why government solutions don't work as intended.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...
2024-05-2559 minAltmeyer Financial PodcastServicing the DebtBloomberg recently published an article which said that the current rate of borrowing has left the U.S. on what they termed "an unsustainable path" in 88% of simulation tests run on its financial status. Dave and Jonathan discuss this as well as looking at some common questions people have when it comes to retirement planning.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 de...
2024-05-0255 minAltmeyer Financial PodcastPlanning For The Future As A FamilyToday 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 li...
2024-04-1755 minAltmeyer Financial PodcastSpring Cleaning Your FinancesDave 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 wel...
2024-04-0155 minAltmeyer Financial PodcastThe National Debt and MoreDave and Jonathan discuss the country's mounting national debt and how you can plan around what are believed to be inevitable tax increases coming to help try and pay it off. They also look at wealth transfer and how gun safety relates to retirement planning.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 ec...
2024-04-0155 minAltmeyer Financial PodcastRisks in RetirementMarket volatility could eat into your retirement savings, as could a long term health care event you weren't expecting. Today Dave and Jonathan look at some of the risks your money could face in reitrement, and how proper planning can help mitigate some of them. 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 eco...
2024-03-2153 minAltmeyer Financial PodcastThe Three Stages of RetirementThe go-go years, the slow-go years and the no-go years. These are the nicknames generally given to each of the three stages people go through after they retire, each lasting about a decade. Today Dave and Jonathan discuss these stages and how you need to prepare your money to work in each stage. They also tackle some listener questions about various retirement topics.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...
2024-03-1356 minAltmeyer Financial PodcastTopics On Your Retirement Planning ListToday Dave and Jonathan go over several points for you to make sure are addressed when putting a financial plan together for retirement. Income, taxes and health care/long term care are some of the most important issues that need to be at the top of the list of things to be sure are taken care of.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 di...
2024-03-0455 minAltmeyer Financial PodcastPlan For The Worst, Hope For The BestIn this podcast Dave and Jonathan discuss planning and how it involves taking into account some potential situations you may not wish for, including bad health, drops in the financial markets, and other risk factors that could eat into your retirement nest egg.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 an...
2024-02-2152 minAltmeyer Financial PodcastRetirement ChecklistDave and Jonathan take a look at the list of things you need to check while putting together a solid retirement financial plan. 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 Reg...
2024-02-1255 minAltmeyer Financial PodcastThree Risks in RetirementThere are a number of things which could happen that might "sink your ship" in retirement, including catastrophic illness, longevity, or the premature death of a spouse or partner. Today Dave and Jonathan take a closer look at these risks, and how planning can help lessen the damage to your savings if any of these might occur.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 di...
2024-02-0759 minAltmeyer Financial PodcastMaximize Your Retirement IncomeWhen you get to retirement, it's important to have your savings ready to provide income, but there are also ways to maximize the ways in which that nest egg works. Today Dave talks about strategies so you can keep more of what you have saved to provide for whatever you need in your retirement years.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 de...
2024-02-0755 minAltmeyer Financial PodcastAll Weather Retirement StrategyToday Dave and Jonathan visit what it takes to put together a retirement plan that will work during any type of financial environment - up markets, down markets, or anything in between. 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 mad...
2024-01-2556 minAltmeyer Financial PodcastHoliday Show with Phil AltmeyerToday marks the semi-annual show with Phil Altmeyer of the Union Gospel Mission concerning the ongoing situation with the homeless population in the Spokane and Northern Idaho areas. It also features the story of Alathea, a client of the Mission who has been working her way through thier program to get her life back on track.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 to...
2023-12-2856 minAltmeyer Financial PodcastRollover ManeuversToday Dave and Jonathan revisit a familiar subject - how to transfer, or roll over, savings from various accounts into different ones to better facilitate your retirement needs.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 We...
2023-12-1555 minAltmeyer Financial PodcastEssential Money Questions to AnswerToday Dave and Jonathan revisit some of the essential questions you need to answer before retirement, so that your plan will be ready for those so-called golden years. 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 Wea...
2023-12-0656 minAltmeyer Financial PodcastCommon Money MistakesIn today's episode, Dave and Jonathan tackle the biggest mistakes people make with their nest egg when planning for retirement, and how to avoid them to make your plan more efficient.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 av...
2023-12-0654 minAltmeyer Financial PodcastThe Biggest Retirement Myths DebunkedThere are still myths and half truths floating around concerning retirement planning, investing, etc. Today Dave and Jonathan set the issue straight, pointing out what is a myth and how to avoid making mistakes that could cost you big money in your planning and strategies.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 ec...
2023-11-0953 minAltmeyer Financial PodcastFive Star Retirement Income StrategyDave and Jonathan take a look at what comprises a five star strategy for a solid retirement plan that focuses on income, and the ways your savings can be put to use to provide what you need.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.In...
2023-11-0954 minAltmeyer Financial PodcastGet Your Retirement Check-UpToday Dave and Jonathan go over a list of things to make sure your financial situation is up to date as you head into retirement.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 (AE...
2023-11-0155 minAltmeyer Financial PodcastStretch Those Assets - Keys to a Longer Lasting Nest EggToday Dave and Jonathan, along with new host Bruce Steinbrock, 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.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.
2023-11-0158 minAltmeyer Financial PodcastWhy You Need A True Financial AllyDave 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.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 qu...
2023-10-0456 minAltmeyer Financial PodcastRollover Maneuvers for RetirementToday 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.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 se...
2023-09-2155 minAltmeyer Financial PodcastThings You Need To Know Before You Make The CallYou're thinking about retiring, and you are close to the date you want to do it. But are you really ready? In this episode, Dave and Jonathan discuss the questions you need to ask yourself to make sure your plan can provide everything you will need for a work-optional future.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 re...
2023-09-2155 minAltmeyer Financial PodcastUnion Gospel Mission UpdateThis is a holiday weekend program with Dave's brother Phil Altmeyer, director of Spokane's Union Gospel Mission, discussing issues involving the homeless and what the Mission is doing to help people recover from the various aspects of why they became homeless, and to get a fresh start in life. This program is updated on Memorial Day and Christmas, and repeated on New Year's and Independence Day holiday weekends.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...
2023-09-2154 minAltmeyer Financial PodcastNest Egg LongevityYour 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.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 av...
2023-09-2156 minAltmeyer Financial PodcastAdjustments to Make to Your Retirement PlanYou 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 Altmeyer talk about how planning for as many unforeseen events as possible can help make adjusting your plan easier, and less stressful, should the need arise.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. Th...
2023-09-2156 min