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
  • Retirement Paycheck Predicament

    Retirement Paycheck Predicament
    Aug 22 2026
    Is your retirement portfolio riding the market wave—or quietly drifting into danger? As the S&P 500 posts double its long-term average, Dave and Jonathan Altmeyer dig into how soaring markets can disguise underlying risks. Discover why a mid-year checkup matters, what "hidden risks" could lurk in your nest egg, and how modern retirement planning goes far beyond just chasing returns. If you’re wondering if your million-dollar statement tells the full story, this episode unpacks what’s under the hood—leaving no stone unturned, but a few questions left for you to consider.

    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.
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    1 h
  • Building Essential Retirement Income

    Building Essential Retirement Income
    Aug 15 2026
    Are your retirement plans causing more confusion than clarity? Altmeyer Financial Radio dives headfirst into the five questions retirees are asking right now—revealing why even experienced savers struggle to shift from accumulation to reliable monthly income. With candid stories, expert insights, and moments of humor, Dave and Jonathan help demystify IRA rollovers, Social Security timing, Roth conversions, and the delicate balance between must-haves and want-to-haves in retirement. What if everything you thought about spending in retirement needs a rethink? Find out what pitfalls, strategies, and surprising options might change your perspective.

    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.
    Más Menos
    1 h
  • Roth Conversion Window

    Roth Conversion Window
    Aug 8 2026
    When disaster strikes home, how do you protect both your memories and your money? Amid record-breaking wildfires in Spokane, Dave and Jonathan Altmeyer open up about personal loss, surging insurance rates, and the silent threats that can derail even the best financial plans. From the surprising reasons so many Americans lack a legacy plan to the hidden landmines of Roth conversions, this episode explores the tough questions and overlooked details that shape your financial future. Discover what steps you can take now—while key details and strategies still remain in the shadows.

    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.
    Más Menos
    1 h
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