Episodios

  • The Charlie Kirk Experience

    The Charlie Kirk Experience
    Sep 22 2025
    This show opens with Bruce and Dave chatting with a new employee hire at Altmeyer Financial, Quincy Froelich, who attended a campus program last year featuring conservative activist Charlie Kirk, who was recently assassinated while conducting a similar program at a college in Utah. She addr essed her own thoughts about his presentation and the experience in general. Later Dave and Jonathan look at recent financial headlines, downsizing and a brief look at the Social Security COLA for 2026.
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    56 m
  • Risks in Retirement

    Risks in Retirement
    Sep 15 2025
    Dave takes a look at some of the biggest retirement risks, including longevity, taxes and having all your eggs in one basket. He also addresses the importance of financial security and how planning can help you best attain it.
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    55 m
  • What Happens If . . . Social Security

    What Happens If . . . Social Security
    Sep 8 2025
    Social Security is the most popular retirement program - but what if it doesn't go as far as you need it to? Dave and Jonathan take a look at the program and how you can stretch the dollars you can claim from it, as well as ways to augment your income so you can have what you need in retirement. They also revisit the tax challenges retirees face as well as the foundation any good retirement plan needs to succeed.
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    55 m
  • Falling Interest Rates Threatens Retirement Income

    Falling Interest Rates Threatens Retirement Income
    Sep 1 2025
    If the Fed cuts interest rates beginning in September, as many analysts predict, retirement income investment vehicles could be affected. Dave and Jonathan take a look at how to work around this possibility should it occur, as well as digging deeper into the provisions of the Big Beautiful Bill Law and what it means for retirees and taxpayers.
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    56 m
  • 401K Imperfections

    401K Imperfections
    Aug 25 2025
    Dave and Jonathan take a look at the 401K and some of the things that make it far from the best investment vehicle for retirement savings, even if it the most convenient for workers to withhold money for that purpose. They also examine lyrics to songs by the Beatles and how they relate to retirement planning and saving.
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    55 m
  • Is Your Plan Prepared?

    Is Your Plan Prepared?
    Aug 18 2025
    The news recently has had lots of headlines about tariffs, trade policy and other influences affecting the economy, which begs the question - is your plan prepared to face the volatility this can cause? Dave and Jonathan discuss how these and other factors affect the markets and how having a solid plan can help keep volatility at bay, as well as how having a trusted financial professional can help you make changes as necessary to keep your plan on track.
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    56 m
  • Using Volatility to Your Advantage

    Using Volatility to Your Advantage
    Aug 11 2025
    Dave and Jonathan open by discussing the recent round of market volatility and how to use it to your advantage - with help from a trusted financial professional - in putting a solid retirement income plan together and helping it to grow. They also revisit ways to make your money work for you in retirement, as well as possible retirement financial stressors.
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    55 m
  • Will You Outlive Your Assets?

    Will You Outlive Your Assets?
    Aug 4 2025
    A recent study showed that two thirds of investors aged 55-75 are worried about outliving their retirement savings. Dave and Jonathan discuss the factors involved and how having a written plan can help alleviate these worries. They also discuss how to make wise decisions regarding your IRA and 401K plans regarding investment options and tax ramifications, as well as answering listener questions from the mailbag.
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    55 m