Episodi

  • 2026 Retirement Forecast
    Jan 18 2026
    Dave takes a look at new financial items to be aware of for the year ahead, including new, higher contribution limits for IRAs and 401Ks, Social Security and Medicare adjustments, new tax deductions from the Big Beautiful Bill and more.

    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.
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    55 min
  • How to Battle Inflation
    Jan 11 2026
    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.

    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.
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    57 min
  • Lifestyles of the Quietly Wealthy
    Jan 4 2026
    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.

    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.
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    55 min
  • End of 2025 Update from Union Gospel Mission - December 20, 2025
    Dec 22 2025
    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.

    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.
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    59 min
  • Financial Habits of Upper Class Retirees
    Dec 15 2025
    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.

    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.
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    58 min
  • Prepare for Market Volatility
    Dec 8 2025
    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.

    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.
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    55 min
  • The Year's Top Financial Stories
    Dec 1 2025
    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.

    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.
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    55 min
  • Giving Thanks
    Nov 24 2025
    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.

    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.
    Mostra di più Mostra meno
    55 min