Financial Habits of Upper Class Retirees

What this episode covers

Dave and Jonathan take a look at some habits that so-called upper class retirees have that help develop plans that bring greater returns than many others. These include using Roth conversions, early long term care planning, actively managing withdrawal strategies and more. Later Dave and Jonathan look at taxes and inflation and how they can affect any type of financial planning outlook.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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Frequently Asked Questions

How long is this episode of Altmeyer Financial Radio?

This episode is 59 minutes long.

When was this Altmeyer Financial Radio episode published?

This episode was published on December 15, 2025.

What is this episode about?

Dave and Jonathan take a look at some habits that so-called upper class retirees have that help develop plans that bring greater returns than many others. These include using Roth conversions, early long term care planning, actively managing...

Can I download this Altmeyer Financial Radio episode?

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