Altmeyer Financial Podcast Podcast Por Dave Altmeyer arte de portada

Altmeyer Financial Podcast

Altmeyer Financial Podcast

De: Dave Altmeyer
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Spokane, Washington based advisor Dave Altmeyer, along with his nephew Jonathan, discuss topics related to retirement planning, guiding listeners through the sometimes complex maze of issues revolving around putting a solid financial plan together, and making sure your post-working years have the money available when you need it, for whatever you need it for.Copyright Eric Pedersen Economía Finanzas Personales
Episodios
  • Highly Appreciated Asset Disposal

    Highly Appreciated Asset Disposal
    Nov 10 2025
    When 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.
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    55 m
  • The Longevity Challenge

    The Longevity Challenge
    Nov 3 2025
    People 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.
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    55 m
  • Financial Planning Month

    Financial Planning Month
    Oct 27 2025
    October 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.
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    56 m
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