Altmeyer Financial Podcast

Altmeyer Financial Podcast

By Dave AltmeyerBusinessInvesting
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Altmeyer Financial Podcast episodes

  • Election Over, Uncertainty Remains: Your Money Moves
    "Is your financial future truly safe now that the election chaos is behind us?" With the political winds shifting and headlines full of dramatic turns, Dave Altmeyer and his team dig beneath the noise to address what these changes really mean for your retirement, taxes, and Social Security in the Inland Northwest. Discover why knee-jerk portfolio reactions may be riskier than the news suggests, and hear how personal stories of resilience and community action are shaping a new legacy—well beyond the markets. The episode peels back layers of both financial and human challenges, leaving you questioning what changes, and what endures.

    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.
    1 hr
  • The Roth Question
    What if a single financial decision today could ripple through the rest of your retirement? This episode explores how the latest Social Security headlines and Roth conversion strategies shape both your income and peace of mind. Dave and Jonathan Altmeyer guide you through critical choices, hidden pitfalls, and the emotional fears that haunt many retirees—including running out of money, market declines, and healthcare surprises. Hear stories, solutions, and eye-opening scenarios that challenge what you thought you knew about retirement planning—without giving away all the answers.

    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.
    1 hr
  • Retiring Solo
    What if the market’s record highs left you feeling more anxious than excited? On this episode, Dave and Jonathan Altmeyer examine the rising uncertainty facing retirees—from volatile markets and shifting tax laws to the often-overlooked challenges of retiring alone after divorce or loss. Discover the emotional and financial blind spots that can catch even diligent savers off guard, and hear why true confidence isn’t about predicting the next market move, but about knowing your plan is built for life—whatever surprises may come next.

    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.
    1 hr 1 min
  • Building a Bridge to Retirement
    Is your Medicare plan ready for the latest shakeups? This episode dives into why annual reviews are crucial, how legislative changes like the Inflation Reduction Act are disrupting Medicare, and what hidden gaps can trip up your retirement plans. With expert insights from Dave, Jonathan, and guest broker Brenda Carey, discover the crucial intersections of health care, income, and Social Security. The details you haven’t heard may be the ones that matter most—are you prepared?

    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.
    1 hr
  • The Retirement Tightrope: Will Your Nest Egg Survive
    "What happens when inflation and skyrocketing energy prices threaten your hard-earned nest egg?"
    This episode tackles the real-world struggle retirees face as everyday expenses climb, and traditional investment strategies are challenged. Discover how Dave and Jonathan Altmeyer analyze risk, reveal overlooked dangers in income planning, and explore ways to shore up your financial future—as well as local stories and candid insights you won’t want to miss. The conversation unfolds with actionable guidance, unexpected industry shifts, and the ever-important question: will your income keep 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 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.
    1 hr
  • The 30 Year Tax Strategy
    What happens to your retirement plans when the Fed shakes up interest rates and economic headlines sound the alarm? On this episode, Dave Altmeyer and Jonathan Altmeyer tackle the uncertainty rippling through markets, unravel the unexpected bite of taxes on hard-earned nest eggs, and explore the hidden dangers and strategic moves every saver should know. The discussion takes listeners behind the scenes of financial anxiety, revealing surprising insights about income planning, tax traps, and why the right written plan can make all the difference as conditions change. Discover what most people overlook—and how to protect your peace of mind, no matter which way the headlines swing.

    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.
    1 hr
  • Building a Bridge to Retirement
    What does a $40 trillion national debt mean for your retirement future? Join Dave and Jonathan Altmeyer as they unravel how soaring government borrowing, rising inflation, and shrinking benefits could shape your retirement journey. Discover the real risks, explore strategies for bridging unexpected income gaps, and hear stories of individuals navigating financial curveballs. Find out which planning steps matter most—before the next big surprise changes your timeline.

    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.
    1 hr
  • Roth Conversion Window
    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.
    1 hr
  • Active vs. Passive
    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.
    1 hr
  • Retirement Tax Shock
    “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.
    1 hr

About Altmeyer Financial Podcast

From the publisher's feed

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…