EPISODE · Jun 2, 2025 · 55 MIN
Market News and Gifting Now or Later
from Altmeyer Financial Podcast · host Dave Altmeyer
First Dave takes a look at continuing market volatility and how having a plan can help ease its effects on your retirement savings. He also discusses things you may miss in formulating a plan, as well as the subject of charitable giving now during your lifetime or passing it on to the next generation after you pass away.The Altmeyer Financial Podcast is a podcast version of the weekly radio show 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
First Dave takes a look at continuing market volatility and how having a plan can help ease its effects on your retirement savings. He also discusses things you may miss in formulating a plan, as well as the subject of charitable giving now during your lifetime or passing it on to the next generation after you pass away.The Altmeyer Financial Podcast is a podcast version of the weekly radio show 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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Market News and Gifting Now or Later
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