Will You Outlive Your Assets? - August 2, 2025

from Altmeyer Financial Radio Hosted by Eric Pedersen

A recent study showed that two thirds of investors aged 55-75 are worried about outliving their retirement savings. Dave and Jonathan discuss the factors involved and how having a written plan can help alleviate these worries. They also discuss how to make wise decisions regarding your IRA and 401K plans regarding investment options and tax ramifications, as well as answering listener questions from the mailbag. 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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Will You Outlive Your Assets? - August 2, 2025

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This episode is 59 minutes long.

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This episode was published on August 4, 2025.

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