Reasons to Fire Your Financial Advisor - July 20, 2024

What this episode covers

Dave looks at how a good financial advisor can help a particular client with their retirement plan, and how to figure if a change may be needed for someone to achieve what they want. He also looks at doing your financial chores, much like household chores, and how tidying up your finances will help in getting a solid plan organzied.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.

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Frequently Asked Questions

How long is this episode of Altmeyer Financial Radio?

This episode is 59 minutes long.

When was this Altmeyer Financial Radio episode published?

This episode was published on July 21, 2024.

What is this episode about?

Dave looks at how a good financial advisor can help a particular client with their retirement plan, and how to figure if a change may be needed for someone to achieve what they want. He also looks at doing your financial chores, much like household...

Can I download this Altmeyer Financial Radio episode?

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