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.

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.

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.

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.

“Is $1.46 million really the key to a comfortable retirement—or just another headline grabbing number?” As Americans’ retirement worries deepen and magic numbers soar ever higher, Dave and Jonathan Altmeyer unpack what truly matters for lasting financial confidence. Navigate the rising tide of longevity, Social Security anxieties, and the hidden pitfalls of rules of thumb as the team challenges assumptions and reveals the power of planning personalized for you. Discover why securing reliable income may count for more than chasing a lump-sum target, and why the real retirement conversation starts far beyond the numbers.

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.

Is your retirement plan running smoothly, or could invisible hazards be derailing your progress? With markets shifting and tax laws changing, even seasoned savers face challenges they never anticipated. Tune in as Dave and Jonathan Altmaier detail their mid-year checklist, revealing overlooked risks and surprising income adjustments. From estate planning to “tax torpedoes,” discover how disciplined check-ins can uncover new strategies—and why a timely financial review might be your most powerful tool. The full story unfolds inside Altmaier Financial Radio.

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.

Dave and Jonathan discuss the up and coming AI boom adding to the volatiliy of tech stocks and why this might be a coming bust for these investments, which have been the darlings of the stock market in recent months. They also revisit how to turn your savings into a predictable retirement paycheck, as well as answer listener questions.

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.

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.

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.

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.