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Retirement Checklist - June 25, 2022

EPISODE · Jul 26, 2022 · 59 MIN

Retirement Checklist - June 25, 2022

from Altmeyer Financial Radio · host Eric Pedersen

The most recent SimplyWise Retirement Confidence Index indicates over 40% of Americans are worried that they will never be able to retire. But there are steps to gauge your preparedness for retirement, and today Dave goes over what those are with a checklist of items that covers income, tax, health care and legacy planning, among other areas of a solid retirement plan.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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Retirement Checklist - June 25, 2022

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