EPISODE · Sep 11, 2022 · 59 MIN
Three Stages of Retirement - September 10, 2022
from Altmeyer Financial Radio · host Eric Pedersen
Retirement generally has three stages - the first few years which are busy and active, a slower paced term of years that transitions into the final years which are much less active and could require moving into some kind of care facility. Today Dave and Jonathan look at how your money is needed in each stage - more for travel and activity in the early years, more for health care in the later years - and how planning can make sure those funds are there for the purposes they are needed for.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.
What this episode covers
Retirement generally has three stages - the first few years which are busy and active, a slower paced term of years that transitions into the final years which are much less active and could require moving into some kind of care facility. Today Dave and Jonathan look at how your money is needed in each stage - more for travel and activity in the early years, more for health care in the later years - and how planning can make sure those funds are there for the purposes they are needed for.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.
NOW PLAYING
Three Stages of Retirement - September 10, 2022
No transcript for this episode yet
Similar Episodes
Apr 22, 2025 ·32m
Feb 27, 2025 ·0m
Sep 20, 2024 ·57m
Aug 7, 2024 ·16m