Inflation is always a top concern for retirees, but how can you plan for it? Dave and Jonathan discuss some ways to help you keep up with inflation, such as investing wisely, delaying Social Security to get more out of it, and even keeping some money in reserve to avoid having to sell investments in a down market.

Altmeyer Financial Radio is a weekly program 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 opens the show by discussing some of the ways that wealthier people approach their finances which differ from others, including focusing on long term strategies for building wealth, clear, intentional decision making, creating multiple income sources and more. Later he and Jonathan revisit the twin threats of taxes and inflation on a retirement financial plan, as well as answer listener questions from the mailbag.

Altmeyer Financial Radio is a weekly program 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.

As is tradition for Christmas and New Year's, Dave brings in his brother Phil Altmeyer, the long time director of the Union Gospel Mission, to share information about the Mission's continuing services and expansion into the Lewiston, Idaho area for 2026. A client named Miranda also appears to share her personal story of redemption from an abusive lifestyle with the help of the Mission, and how she is helping present clients in their comeback stories.

Altmeyer Financial Radio is a weekly program 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 take a look at some habits that so-called upper class retirees have that help develop plans that bring greater returns than many others. These include using Roth conversions, early long term care planning, actively managing withdrawal strategies and more. Later Dave and Jonathan look at taxes and inflation and how they can affect any type of financial planning outlook.

Altmeyer Financial Radio is a weekly program 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.

It's not if, but when, volatility in the stock market will take place, and retirees need to be prepared for it. Dave and Jonathan address the issues surrounding volatility and why having a plan in place is the best way to deal with it.

Altmeyer Financial Radio is a weekly program 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 opens this week's show with a look at the top financial news of 2025, including Trump's tariffs, the Big Beautiful Bill and more. Later he and Jonathan revisit various financial half-truths and proverbs to be aware of, as well as anwering listener questions from the mailbag.

Altmeyer Financial Radio is a weekly program 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.

In a bit of a Thanksgiving themed show, Dave and Jonathan first compare the traditional Thanksgiving meal to the pieces of a retirement plan, then later address things you can be thankful for in a financial sense. They also talk about the psychological shift from saving money for retirement to spending it and how retirees can make that shift so they can enjoy their post-working years.

Altmeyer Financial Radio is a weekly program 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 2026 Social Security Cost of Living Adjustment, or COLA, was announced at 2.8% earlier this month. Many retirees say this annual increase is not enough to keep up with inflation, and Dave explores some ways to stay ahead of it with your financial plan. He and Jonathan also revisit some of the unknown factors retirees face when they reach their after work years.

Altmeyer Financial Radio is a weekly program 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 you have things like stocks, real estate, a business, etc. that has gained value over time, you could get hit with a large tax bill when it comes time to sell or transfer those assets. Dave and Jonathan look at strategies to help defer the tax hit and possibly lower the amount you pay to Uncle Sam.

Altmeyer Financial Radio is a weekly program 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.

People are living longer than previous generations, which can provide challenges for financial planning. Dave and Jonathan take a look at some of the adjustments people can make, with the help of their financial professionals, to make sure their retirement savings can last no matter how long their retirement can be.

Altmeyer Financial Radio is a weekly program 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.