Altmeyer Financial Radio

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.

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.

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?

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.

"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?

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.

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.

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.

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.

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.

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.

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.

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.

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.

“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.

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.

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.

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.

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.

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.