Things You Need to Know - August 12, 2023 episode artwork

EPISODE · Aug 13, 2023 · 59 MIN

Things You Need to Know - August 12, 2023

from Altmeyer Financial Radio · host Eric Pedersen

Dave and Jonathan discuss items which need to be taken care of before you make the call to retire. They also announce Dave's new book Last Leg of Your Journey to Retirement, and how to get a copy, as well as an additional member of their staff to help with new clients.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.

Episode metadata supplied by the publisher feed · Published Aug 13, 2023

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Things You Need to Know - August 12, 2023

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