Dave and Jonathan take another look at an important issue of the way people behave when it comes to their investments and money, and why it is important to not let emotions get involved in changing their financial plan for retirement. Dave also looks at what he sees in what ultimately will be the final version of the so-called Big Beautiful Bill now before the Senate and could be passed in the next few weeks.

Dave and Jonathan discuss how taxes differ in retirement and how advance planning can help you from paying more than necessary to the IRS. They also look at how inflation can eat into your nest egg and how best to combat it going forward.

Dave and Jonathan address three essential pillars to ensure a stable financial plan for retirement - tax efficient strategies, appropriate investment management and reliable income generation.

First Dave takes a look at continuing market volatility and how having a plan can help ease its effects on your retirement savings. He also discusses things you may miss in formulating a plan, as well as the subject of charitable giving now during your lifetime or passing it on to the next generation after you pass away.

This is the traditional Memorial Day weekend show where Dave talks with his brother Phil Altmeyer, the long time director of Spokane's Union Gospel Mission about the homeless issues in the area and the programs the Mission offers ongoing to help those in need.

What is the difference between active and passive investing? Dave takes a look at each method and helps determine the circumstances that can help decide which approach is best for your portfolio. He also takes a look at a "game show" view of retirement planning and which programs relate best to it.

Turning your retirement savings into consistent, reliable lifetime income isn't as easy as it seems. It requires a new set of financial vehicles to make it happen, as well as a change in mindset towards spending instead of saving. Dave and Jonathan take a look at some of the ways this occurs, as well as a heartfelt tribute to mothers on this Mother's Day weekend.

Small business owners need to plan for retirement like everyone else, but usually in a different manner than everyone else. Dave and Jonathan go over options available to business owners to help them fund their retirements, as well as planning for their business to succeed them.

Dave and Jonathan start off by addressing everyone's favorite hot topic, market volatility. Then they go into questions that can be addressed better when talking to an advisor, as well as possible red flags when choosing one.

Dave and Jonathan address some ways to help you maximize your retirement income without saving additional money, mainly with optimizing Social Security benefits and making sure you take required minimum distributions properly to save on taxes.