Episodes

  • Highly Appreciated Asset Disposal

    Highly Appreciated Asset Disposal
    Nov 10 2025
    When you have things like stocks, real estate, a business, etc. that has gained value over time, you could get hit with a large tax bill when it comes time to sell or transfer those assets. Dave and Jonathan look at strategies to help defer the tax hit and possibly lower the amount you pay to Uncle Sam.
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    55 mins
  • The Longevity Challenge

    The Longevity Challenge
    Nov 3 2025
    People are living longer than previous generations, which can provide challenges for financial planning. Dave and Jonathan take a look at some of the adjustments people can make, with the help of their financial professionals, to make sure their retirement savings can last no matter how long their retirement can be.
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    55 mins
  • Financial Planning Month

    Financial Planning Month
    Oct 27 2025
    October is Financial Planning Month, and Dave and Jonathan take a look at what financial planning offers, especially through the eyes of retirement planners. Later they discuss how to optimize your 401K, and then preserve its savings to help provide steady retirement income.
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    56 mins
  • The New Retirement Reality

    The New Retirement Reality
    Oct 20 2025
    Today Dave introduces Zach Brickner from his office, a new advisor who works a lot with the Roth Integration and other analytic areas of planning for Altmeyer clients. They open with October being Financial Planning Month, then Dave looks at the new retirement reality of longevity risk, and how many people believe they don't have enough saved for retirement, as well as looking for ways and strategies to use to help that savings stretch through a potentially long retirement.
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    55 mins
  • Optimizing Retirement Income

    Optimizing Retirement Income
    Oct 13 2025
    There are ways to optimize retirement income, and Dave and Jonathan discuss ways to do it, including Social Security claiming strategies, proper risk exposure for growth in investment savings, and more. They also take a look at how retirees can learn from the mistakes of others who have gone before them.
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    55 mins
  • Interest Rates and Roth Conversions

    Interest Rates and Roth Conversions
    Oct 6 2025
    First Dave and Jonathan address the recent quarter percent cut in interest rates by the Federal Reserve and what it might mean for retirees, then they discuss Roth conversions and how they can play a role in retirement plans, especially with the end of the year drawing close and deadlines coming for when these need to be made for tax purposes.
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    55 mins
  • Preserving Your Retirement From Taxes

    Preserving Your Retirement From Taxes
    Sep 29 2025
    Even with the One Big Beautiful Bill extending lower tax rates until 2029, retirees still take it on the chin in various ways concerning taxes. Dave and Jonathan take a look at how people in retirement can use certain strategies to help preserve some of their money from Uncle Sam. They also find some tips for people who are natural savers and answer listener questions from the mailbag.
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    56 mins
  • 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 mins