Putting a retirement plan together is a lot like building a new house - you need a strong foundation, a sturdy roof and solid walls. Dave and Jonathan discuss what parts of the retirement plan you need for the foundation, roof and walls to make a solid plan going forward.

Dave and Jonathan take a look at the tradtiional three legged stool of retirement, which consists of Social Security, a pension and savings. With pensions going by the wayside, they look at how this model has changed and how planning can help in providing regular retirement income. They also answer listener questions.

The Republicans have the presidency and majorities in the House and Senate. Dave and Jonathan discuss what President Trump wants from his new administration and what could happen whether he gets it or not. They also discuss financial half-truths and go over a checklist of financial items to be aware of throughout 2025.

Taxes and inflation can be serious threats to any retirement plan. Dave and Jonathan address these threats with some ideas about how best to plan ahead to help you keep more money in your pocket. They also look at a recent financial literacy study where many Americans did not pass a test on retirement planning literacy.

Dave and Jonathan take a look at the Social Security program and its importance for retirees in their plan. They also revisit making a change to your advisor if circumstances warrant, how delayed gratification can help your plan, and five things to avoid when you retire.

Dave and Jonathan take a look at the Social Security program and its importance for retirees in their plan. They also revisit making a change to your advisor if circumstances warrant, how delayed gratification can help your plan, and five things to avoid when you retire.

This is Dave's semi-annual show with his brother Phil Altmeyer, director of Spokane's Union Gospel Mission. Phil gives an update on the Mission's operation and how they are helping those who are homeless or addicted get reassimilated into society. The show include testimonials from indiviiduals who have gone through the Mission's programs.

Dave and Jonathan address the subject of annuities and how they can fit into a proper retirement plan. They also take a look at financial resolutions you could make before 2025 begins.

Dave and Jonathan take a look at the strategies designed to bring you regular income every month to cover your regular expenses in retirement. They also go over a retirement reality checklist so you can stay on track for the retirement lifestyle you want as opposed to what you might see in advertising.

Having a lot of money is great for retirement - but it isn't quite that easy. Dave and Jonathan take a look at some of the disadvantages a large retirement nest egg can have unless proper planning is undertaken to make sure that money prepares you for any scenario. They also look into the future of Gen Xers beginning to retire as well as beneficiary mistakes to avoid when passing down assets to the next generation.