Tackling the Twin Threats of Taxes and Inflation

What happens when your home becomes the biggest question mark in your retirement plans? This episode unpacks the hidden complexities of housing decisions in later life, from downsizing dilemmas to managing estates amid family transitions. Expert insights reveal surprising pitfalls and essential strategies—often overlooked until it’s urgent. As the conversation shifts from market realities to personal stories, you’ll glimpse the challenges and opportunities that shape where—and how—you’ll spend your next chapter.The Altmeyer Financial Podcast is a podcast version of the weekly radio show 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.