Retirement Tax Shock

Is your retirement plan running smoothly, or could invisible hazards be derailing your progress? With markets shifting and tax laws changing, even seasoned savers face challenges they never anticipated. Tune in as Dave and Jonathan Altmeyer detail their mid-year checklist, revealing overlooked risks and surprising income adjustments. From estate planning to “tax torpedoes,” discover how disciplined check-ins can uncover new strategies—and why a timely financial review might be your most powerful tool. The full story unfolds inside Altmaier Financial Radio.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.