Accounting for taxes in a retirement plan may be the single biggest factor in determining the success of that plan. Dave and Jonathan discuss ways you could save on taxes with proper planning. They also look at the upcoming COLA increase in Social Security, how to move on from past mistakes you may have made in your investing decisions, and answer mailbag questions.

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.

Other than income, taxes may be the most important part of a retirement plan - and maybe the most expensive if you don't account for them properly. Dave discusses how tax planning can help you keep more of your retirement savings instead of shipping it off to Uncle Sam. He and Jonathan also take a look at spousal disagreements, as well as answer listener questions.

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 can I retire? Have I saved enough, and will that money last? Will my loved ones be taken care of? These are the four big questions people have when contemplating retirement. Dave and Jonathan take a look at them and how to best determine the answers for any one person or couple looking to plan their retirement. They also look at the retirement marathon and how to plan for a lengthy retirement which could last until age 100 or longer.

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 looks at how a good financial advisor can help a particular client with their retirement plan, and how to figure if a change may be needed for someone to achieve what they want. He also looks at doing your financial chores, much like household chores, and how tidying up your finances will help in getting a solid plan organzied.

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.

Recent changes in IRS regulations have changed the way many people think about tax deferred retirement accounts, and even more so for those who have larger amounts in their IRAs. Dave and Jonathan discuss what you need to know to help avoid big tax hits in accounts such as these. They also connect the dots between financial planning and the latest Inside Out motion picture smash, 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.

Baby boomers are retiring in record numbers, but the next group known as Generation X is in the earliest stages of retirements, and it won't be long before many more of these people will be transitioning to a post-work lifestyle. Dave and Jonathan take a look at how these folks, now mostly in their 50s or early 60s, can set themselves up for retirement during their last few years of work life.

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 discuss what may happen in the second half of 2024 with Jeff Bush of the Washington Insider concerning how the election may affect issues such as taxes and more. They also look at how to best make your retirement savings work to provide a steady stream of reliable income for your post-working years, and also discuss the "financial wisdom" of pro basketball superstar and analyst Charles Barkley.

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.

IRAs and 401Ks are two popular investment vehicles for retirement savings. Today Dave and Jonathan look at what kinds of decisions you can make regarding these accounts and how to use strategies to help save you money in taxes and more.

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 very protective about their finances, and sometimes they make moves that turn out not be in their best interest. Dave and Jonathan take a look at people's behavior about money and how a good financial planner can help steer them away from making decisions that can cost them down the road.

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.

You'll be hearing this a lot - tax rates will be going up by the start of 2026. Today Dave and Jonathan talk about how planning for these increases now by paying up front could save you a lot of money in the future.

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.