Spring Cleaning and Preserving Your Money From Taxes - March 30, 2024

from Altmeyer Financial Radio · host Eric Pedersen

Dave and Jonathan first take a look at some spring cleaning tasks for your financial situation that are good to accomplish this time of year, then discuss further how you can help your nest egg become as tax efficient as possible.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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This episode is 59 minutes long.

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This episode was published on March 31, 2024.

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