Altmeyer Financial Group

By: Dave and Jonathan Altmeyer
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  • Summary

  • Spokane, Washington based advisor Dave Altmeyer, along with his nephew Jonathan, discuss topics related to retirement planning, guiding listeners through the sometimes complex maze of issues revolving around putting a solid financial plan together, and making sure your post-working years have the money available when you need it, for whatever you need it for.
    2023
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Episodes
  • Retirement Planning For Women

    Retirement Planning For Women
    Sep 30 2024

    Women have special needs when planning for retirement, especially regarding the fact that many will inherit a plan largely put together by their husband if he passes first. Dave talks about the factors involved and how women can work with an advisor to make sure they are taken care of when their spouse passes. He also looks at investing like a genius, taking tips from legendary pros to help your own plan become more efficient.
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    56 mins
  • Helping Captives

    Helping Captives
    Sep 16 2024

    Jonathan's brother Caleb Altmeyer is featured on the first two segments of this podcast discussing his organization Helping Captives (formerly HRC Ministries) and their efforts to help those caught in human trafficking. Dave joins the show for the last half to look at some statistics surrounding retirement planning and answering some listener questions.
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    56 mins
  • Taxes in Retirement

    Taxes in Retirement
    Sep 8 2024

    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.
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    56 mins
Economics Personal Finance
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