Creating A Five Star Retirement Strategy - December 2, 2023

Today Dave and Jonathan go back and look at ways to plan a five star retirement, in the same way that hotels and restaurants get a five star rating. This kind of plan takes a look at income, tax planning, long term and health care planning, growth strategies and legacy planning to make sure all the bases are covered for a person's or couple's retirement years.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.