Financial Wellness Assessment - October 7, 2023

You get a physical check-up every year - well, how about getting a financial check-up as well? Today Dave and Jonathan go over the things you need to make sure of so that your financial health is as good as it can be heading into retirement.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.