Episodios

  • Planning for Volatility - June 28, 2025

    Planning for Volatility - June 28, 2025
    Jun 30 2025
    Dave and Jonathan talk about the importance of having an income plan ready, especially in times of volatility such as what we have seen in the first half of 2025, and also to have a handle on the amount of risk in your plan. They also revisit how to plan to create that dependable income, some red flags concerning picking the right financial professional to help plan for retirement, and answering listener questions from the mailbag.
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    56 m
  • Behavioral Finance and You

    Behavioral Finance and You
    Jun 23 2025
    Dave and Jonathan take another look at an important issue of the way people behave when it comes to their investments and money, and why it is important to not let emotions get involved in changing their financial plan for retirement. Dave also looks at what he sees in what ultimately will be the final version of the so-called Big Beautiful Bill now before the Senate and could be passed in the next few weeks.
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    54 m
  • Tackling the Twin Threats of Taxes and Inflation

    Tackling the Twin Threats of Taxes and Inflation
    Jun 16 2025
    Dave and Jonathan discuss how taxes differ in retirement and how advance planning can help you from paying more than necessary to the IRS. They also look at how inflation can eat into your nest egg and how best to combat it going forward.
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    56 m
  • Three Pillars of Financial Security

    Three Pillars of Financial Security
    Jun 9 2025
    Dave and Jonathan address three essential pillars to ensure a stable financial plan for retirement - tax efficient strategies, appropriate investment management and reliable income generation.
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    56 m
  • Market News and Gifting Now or Later

    Market News and Gifting Now or Later
    Jun 2 2025
    First Dave takes a look at continuing market volatility and how having a plan can help ease its effects on your retirement savings. He also discusses things you may miss in formulating a plan, as well as the subject of charitable giving now during your lifetime or passing it on to the next generation after you pass away.
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    56 m
  • Union Gospel Mission Update

    Union Gospel Mission Update
    May 26 2025
    This is the traditional Memorial Day weekend show where Dave talks with his brother Phil Altmeyer, the long time director of Spokane's Union Gospel Mission about the homeless issues in the area and the programs the Mission offers ongoing to help those in need.
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    57 m
  • Active vs. Passive Investing

    Active vs. Passive Investing
    May 19 2025
    What is the difference between active and passive investing? Dave takes a look at each method and helps determine the circumstances that can help decide which approach is best for your portfolio. He also takes a look at a "game show" view of retirement planning and which programs relate best to it.
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    55 m
  • Retirement Income Blueprint

    Retirement Income Blueprint
    May 12 2025
    Turning your retirement savings into consistent, reliable lifetime income isn't as easy as it seems. It requires a new set of financial vehicles to make it happen, as well as a change in mindset towards spending instead of saving. Dave and Jonathan take a look at some of the ways this occurs, as well as a heartfelt tribute to mothers on this Mother's Day weekend.
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    56 m