Is More Money An Advantage - November 30, 2024

Having a lot of money is great for retirement - but it isn't quite that easy. Dave and Jonathan take a look at some of the disadvantages a large retirement nest egg can have unless proper planning is undertaken to make sure that money prepares you for any scenario. They also look into the future of Gen Xers beginning to retire as well as beneficiary mistakes to avoid when passing down assets to the next generation.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.