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.
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    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.
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    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.
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    1 時間
  • Retirement Paycheck Predicament

    Retirement Paycheck Predicament
    2026/08/22
    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 時間
  • Building Essential Retirement Income

    Building Essential Retirement Income
    2026/08/15
    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.
    続きを読む 一部表示
    1 時間
  • Roth Conversion Window

    Roth Conversion Window
    2026/08/08
    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.
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    1 時間
  • Make Your Money Work For You

    Make Your Money Work For You
    2026/08/01
    Are your retirement savings enough to fund the life you’ve dreamed about—or just the basics? Explore hidden costs, income planning pitfalls, and the psychological hurdles that trip up even the savviest savers. This episode shines a light on what it truly takes to build a plan that lets you spend with confidence, enjoy your hard-earned freedom, and keep surprises at bay—without revealing all the answers. The conversation dives into real-life stories, rising costs, and strategies for achieving a steady income beyond the numbers you see in the headlines.

    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 時間
  • Tackling the Twin Threats of Taxes and Inflation

    Tackling the Twin Threats of Taxes and Inflation
    2026/07/25
    What happens when your home becomes the biggest question mark in your retirement plans? This episode unpacks the hidden complexities of housing decisions in later life, from downsizing dilemmas to managing estates amid family transitions. Expert insights reveal surprising pitfalls and essential strategies—often overlooked until it’s urgent. As the conversation shifts from market realities to personal stories, you’ll glimpse the challenges and opportunities that shape where—and how—you’ll spend your next chapter.

    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