Rollover Maneuvers - June 17, 2023

Today Dave and Jonathan take a look at ways to roll over your savings vehicles into other financial strategies that can help cover all the areas required of a solid retirement plan, not just growth of investments.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.