EPISODE · Feb 3, 2025 · 59 MIN
Building A Financial House - February 1, 2025
from Altmeyer Financial Radio · host Eric Pedersen
Putting a retirement plan together is a lot like building a new house - you need a strong foundation, a sturdy roof and solid walls. Dave and Jonathan discuss what parts of the retirement plan you need for the foundation, roof and walls to make a solid plan going forward.Altmeyer Financial Radio is a weekly program 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.
What this episode covers
Putting a retirement plan together is a lot like building a new house - you need a strong foundation, a sturdy roof and solid walls. Dave and Jonathan discuss what parts of the retirement plan you need for the foundation, roof and walls to make a solid plan going forward.Altmeyer Financial Radio is a weekly program 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.
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Building A Financial House - February 1, 2025
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