Episodes
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The Roth Question
What if a single financial decision today could ripple through the rest of your retirement? This episode explores how the latest Social Security headlines and Roth conversion strategies shape both your income and peace of mind. Dave and Jonathan Altmeyer guide you through critical choices, hidden...
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Building a Bridge to Retirement
Is your Medicare plan ready for the latest shakeups? This episode dives into why annual reviews are crucial, how legislative changes like the Inflation Reduction Act are disrupting Medicare, and what hidden gaps can trip up your retirement plans. With expert insights from Dave, Jonathan, and…
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The Retirement Tightrope: Will Your Nest Egg Survive
"What happens when inflation and skyrocketing energy prices threaten your hard-earned nest egg?" This episode tackles the real-world struggle retirees face as everyday expenses climb, and traditional investment strategies are challenged. Discover how Dave and Jonathan Altmeyer analyze risk…
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The 30 Year Tax Strategy
What happens to your retirement plans when the Fed shakes up interest rates and economic headlines sound the alarm? On this episode, Dave Altmeyer and Jonathan Altmeyer tackle the uncertainty rippling through markets, unravel the unexpected bite of taxes on hard-earned nest eggs, and explore the...
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Building a Bridge to Retirement
What does a $40 trillion national debt mean for your retirement future? Join Dave and Jonathan Altmeyer as they unravel how soaring government borrowing, rising inflation, and shrinking benefits could shape your retirement journey. Discover the real risks, explore strategies for bridging…
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Roth Conversion Window
Why do Americans without children feel less confident about retirement than those raising families—even with fewer expenses? Discover the overlooked factors that shape lasting security, the tough conversations most avoid, and how a written plan changes everything. Tune in for surprising insights...
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Active vs. Passive
Can building wealth for decades make it harder to actually enjoy your retirement? Join Dave and Jonathan Altmeyer as they unpack why some of the most disciplined savers struggle to spend—even when they have more than enough. From giving yourself "permission" to splurge, to creating a plan that...
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Retirement Tax Shock
“Is $1 million the magic number for retirement, or just a myth?” This episode dives deep into the realities of retirement savings—exploring how your lifestyle, health, and tax planning can stretch or shrink your nest egg. Dave and Jonathan Altmeyer reveal unexpected risks, overlooked income...
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Retirement Paycheck Predicament
Is your retirement portfolio riding the market wave—or quietly drifting into danger? As the S&P 500 posts double its long-term average, Dave and Jonathan Altmeyer dig into how soaring markets can disguise underlying risks. Discover why a mid-year checkup matters, what "hidden risks" could lurk in...
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Building Essential Retirement Income
Are your retirement plans causing more confusion than clarity? Altmeyer Financial Radio dives headfirst into the five questions retirees are asking right now—revealing why even experienced savers struggle to shift from accumulation to reliable monthly income. With candid stories, expert insights,...
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Roth Conversion Window
When disaster strikes home, how do you protect both your memories and your money? Amid record-breaking wildfires in Spokane, Dave and Jonathan Altmeyer open up about personal loss, surging insurance rates, and the silent threats that can derail even the best financial plans. From the surprising...
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Make Your Money Work For You
Are your retirement savings enough to fund the life you’ve dreamed about—or just the basics? Explore hidden costs, income planning pitfalls, and the psychological hurdles that trip up even the savviest savers. This episode shines a light on what it truly takes to build a plan that lets you spend...
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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...
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The Retirement Tightrope: Will Your Nest Egg Survive
“Is $1.46 million really the key to a comfortable retirement—or just another headline grabbing number?” As Americans’ retirement worries deepen and magic numbers soar ever higher, Dave and Jonathan Altmeyer unpack what truly matters for lasting financial confidence. Navigate the rising tide of...
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Retirement Tax Shock
Is your retirement plan running smoothly, or could invisible hazards be derailing your progress? With markets shifting and tax laws changing, even seasoned savers face challenges they never anticipated. Tune in as Dave and Jonathan Altmeyer detail their mid-year checklist, revealing overlooked...
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The New Tech Trends and What It Could Mean for Your Investments - June 27, 2026
Dave and Jonathan discuss the up and coming AI boom adding to the volatiliy of tech stocks and why this might be a coming bust for these investments, which have been the darlings of the stock market in recent months. They also revisit how to turn your savings into a predictable retirement…
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The New Retirement Reality
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…
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Desire to Retire
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…
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The Friendly Skies of Retirement Planning
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…
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Your 401K is Not a Retirement Plan
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…
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UGM Update with Phil Altmeyer
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…
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Reasons to Fire Your Financial Professional
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…
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Building Essential Retirement Income
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…
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Roth Conversions
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…
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Marathon of Her Life
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…
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Healthcare Heist
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…
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Retirement Lifestyles
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…
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Retirement Optimism
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…
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Retirement Income Planning
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…
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Act Your Age - Asset Allocation - March 21, 2026
After looking at a potential savings crisis that current retirees are facing, Dave and Jonathan look at the subject of asset allocation and why it is important to maintain in a portfolio, especially as one gets closer to their actual retirement. Altmeyer Financial Radio is a weekly program...
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The Retirement Tightrope
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…
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The Retirement Paycheck Predicament
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…
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Investing in 2026 - February 28, 2026
Dave revisits what the coming year might look like for investment purposes, then Jonathan joins him to talk about how to optimize retirement income. They also answer listener questions from the mailbag. Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer…
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Introducing the New CPA - January 31, 2026
Dave talks with Aaron Williams, CPA, about everyone's favorite subject - taxes. 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,...
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Your 401K Is Not a Plan - February 21, 2026
401Ks are where much of people's retirement savings are built up - but is this an actual retirement plan? Dave and Jonathan take a look at why the actual 401K is just a savings vehicle, but does not constitute a specific plan that takes taxes and other areas into account. Altmeyer Financial Radio...
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For the Love of Retirement - February 14, 2026
On this Valentine's Day weekend, Dave addresses how the event compares to putting a retirement plan together to make sure your loved one is taken care of. Later Jonathan joins him as they look at the topic of downsizing to prepare for retirement. Altmeyer Financial Radio is a weekly program...
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Could You Retire Early - February 7, 2026
Dave goes over some scenarios that could help determine if you could retire early, such as being satified with what you have, being able to live on less than what you bring home in income, not having any debt, and having multiple income streams to rely on. Altmeyer Financial Radio is a weekly...
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Where is the Market Headed - January 24, 2026
Some analysts are predicting a big year for the stock market with as much as 8-18% gains on tap, while the average American seems to be less optimistic. Dave breaks down some of the news and why having a solid plan in place can help ease possible worries about the economy for the year ahead....
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2026 Retirement Forecast - January 17, 2026
Dave takes a look at new financial items to be aware of for the year ahead, including new, higher contribution limits for IRAs and 401Ks, Social Security and Medicare adjustments, new tax deductions from the Big Beautiful Bill and more. Altmeyer Financial Radio is a weekly program featuring...
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Ways to Battle Inflation - January 10, 2026
Inflation is always a top concern for retirees, but how can you plan for it? Dave and Jonathan discuss some ways to help you keep up with inflation, such as investing wisely, delaying Social Security to get more out of it, and even keeping some money in reserve to avoid having to sell investments...
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Lifestyles of the Quietly Wealthy - January 3, 2026
Dave opens the show by discussing some of the ways that wealthier people approach their finances which differ from others, including focusing on long term strategies for building wealth, clear, intentional decision making, creating multiple income sources and more. Later he and Jonathan revisit…
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End of 2025 Update from the Union Gospel Mission - December 20, 2025
As is tradition for Christmas and New Year's, Dave brings in his brother Phil Altmeyer, the long time director of the Union Gospel Mission, to share information about the Mission's continuing services and expansion into the Lewiston, Idaho area for 2026. A client named Miranda also appears to…
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Financial Habits of Upper Class Retirees - December 13, 2025
Dave and Jonathan take a look at some habits that so-called upper class retirees have that help develop plans that bring greater returns than many others. These include using Roth conversions, early long term care planning, actively managing withdrawal strategies and more. Later Dave and Jonathan...
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Prepare for Market Volatility - December 6, 2025
It's not if, but when, volatility in the stock market will take place, and retirees need to be prepared for it. Dave and Jonathan address the issues surrounding volatility and why having a plan in place is the best way to deal with it. Altmeyer Financial Radio is a weekly program featuring...
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This Year's Top Financial News - November 29, 2025
Dave opens this week's show with a look at the top financial news of 2025, including Trump's tariffs, the Big Beautiful Bill and more. Later he and Jonathan revisit various financial half-truths and proverbs to be aware of, as well as anwering listener questions from the mailbag. Altmeyer…
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Giving Thanks - November 22, 2025
In a bit of a Thanksgiving themed show, Dave and Jonathan first compare the traditional Thanksgiving meal to the pieces of a retirement plan, then later address things you can be thankful for in a financial sense. They also talk about the psychological shift from saving money for retirement to...
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Drinking the Annual COLA - November 15, 2025
The 2026 Social Security Cost of Living Adjustment, or COLA, was announced at 2.8% earlier this month. Many retirees say this annual increase is not enough to keep up with inflation, and Dave explores some ways to stay ahead of it with your financial plan. He and Jonathan also revisit some of the...
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Highly Appreciated Assets - November 8, 2025
When you have things like stocks, real estate, a business, etc. that has gained value over time, you could get hit with a large tax bill when it comes time to sell or transfer those assets. Dave and Jonathan look at strategies to help defer the tax hit and possibly lower the amount you pay to…
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The Longevity Challenge - November 1, 2025
People are living longer than previous generations, which can provide challenges for financial planning. Dave and Jonathan take a look at some of the adjustments people can make, with the help of their financial professionals, to make sure their retirement savings can last no matter how long…
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Financial Planning Month - October 25, 2025
October is Financial Planning Month, and Dave and Jonathan take a look at what financial planning offers, especially through the eyes of retirement planners. Later they discuss how to optimize your 401K, and then preserve its savings to help provide steady retirement income. Altmeyer Financial...