Financial Wellness Assessment - February 18, 2023 episode artwork

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.

Episode metadata supplied by the publisher feed · Published Feb 20, 2023

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Financial Wellness Assessment - February 18, 2023

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