Retirement Tax Shock

Retirement Tax Shock

Is your retirement plan running smoothly, or could invisible hazards be derailing your progress? With markets shifting and tax laws changing, even seasoned savers face challenges they never anticipated. Tune in as Dave and Jonathan Altmaier detail their mid-year checklist, revealing overlooked risks and surprising income adjustments. From estate planning to “tax torpedoes,” discover how disciplined check-ins can uncover new strategies—and why a timely financial review might be your most powerful tool. The full story unfolds inside Altmaier Financial Radio. 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.

The New Tech Trends and What It Could Mean for Your Investments

Dave and Jonathan discuss the up and coming AI boom adding to the volatiliy of tech stocks and why this might be a coming bust for these investments, which have been the darlings of the stock market in recent months. They also revisit how to turn your savings into a predictable retirement paycheck, as well as answer listener questions. 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.

The New Retirement Reality

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.

Desire to Retire

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.

The Friendly Skies of Retirement Planning

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.