『Altmeyer Financial Podcast』のカバーアート

Altmeyer Financial Podcast

Altmeyer Financial Podcast

著者： Dave Altmeyer
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10月19日まで。※適用条件あり
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 個人ファイナンス 経済学
エピソード
  • Roth Conversion Window

    Roth Conversion Window
    2026/09/12
    Why do Americans without children feel less confident about retirement than those raising families—even with fewer expenses? Discover the overlooked factors that shape lasting security, the tough conversations most avoid, and how a written plan changes everything. Tune in for surprising insights and actionable takeaways on building true peace of mind, no matter your family size. The difference may defy your expectations.

    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.
    続きを読む 一部表示
    1 時間
  • Active vs. Passive

    Active vs. Passive
    2026/09/05
    Can building wealth for decades make it harder to actually enjoy your retirement? Join Dave and Jonathan Altmeyer as they unpack why some of the most disciplined savers struggle to spend—even when they have more than enough. From giving yourself "permission" to splurge, to creating a plan that transforms financial anxiety into freedom, this episode explores the surprising psychology behind spending, the value of strategic tax moves, and the difference a clear strategy can make. Discover insights, real stories, and unexpected habits that might be holding you back from truly savoring your 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 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.
    続きを読む 一部表示
    1 時間
  • Retirement Tax Shock

    Retirement Tax Shock
    2026/08/29
    “Is $1 million the magic number for retirement, or just a myth?” This episode dives deep into the realities of retirement savings—exploring how your lifestyle, health, and tax planning can stretch or shrink your nest egg. Dave and Jonathan Altmeyer reveal unexpected risks, overlooked income strategies, and the difference a well-crafted plan can make. From surprising tax pitfalls to the nuances of retirement longevity, discover what you might not know about making your money last—inland Northwest style. Key details are left unsaid, so you’ll want to tune in to find out how these challenges are tackled and which solutions might be right 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, 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.
    続きを読む 一部表示
    1 時間
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