Planning for Volatility - June 28, 2025

Dave and Jonathan talk about the importance of having an income plan ready, especially in times of volatility such as what we have seen in the first half of 2025, and also to have a handle on the amount of risk in your plan. They also revisit how to plan to create that dependable income, some red flags concerning picking the right financial professional to help plan for retirement, and answering listener questions from the mailbag.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.