EPISODE · Feb 20, 2023 · 59 MIN
Financial Wellness Assessment - February 18, 2023
from Altmeyer Financial Radio · host Eric Pedersen
Is your balance sheet healthy enough for retirement? Today Dave and Jonathan go over ways to help you find out, and if it isn't, ways to help put together a budget so that your money will serve the purpose it needs to throughout your post-working 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.
What this episode covers
Is your balance sheet healthy enough for retirement? Today Dave and Jonathan go over ways to help you find out, and if it isn't, ways to help put together a budget so that your money will serve the purpose it needs to throughout your post-working 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.
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Financial Wellness Assessment - February 18, 2023
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