After addressing Social Security in the opening portion, Dave and Jonathan tackle the subject of retirement income, and ways to maximize using your savings by being tax efficient and avoiding things like not taking required minimum distributions. They also answer listener questions in the final portion of the show.
The Altmeyer Financial Podcast is a podcast version of the weekly radio show 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.