Downsizing - May 18, 2024

Something most people need to do is get rid of stuff when they retire. Downsizing to a smaller space may present problems, such as what to keep and what not to. Dave and Jonathan talk about certain documents to have on hand, as well as organizing them and making sure they are not only secure, but also that family members know where they are located, whether on paper or digitally.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.