Highly Appreciated Assets - November 8, 2025

When you have things like stocks, real estate, a business, etc. that has gained value over time, you could get hit with a large tax bill when it comes time to sell or transfer those assets. Dave and Jonathan look at strategies to help defer the tax hit and possibly lower the amount you pay to Uncle Sam.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.