The Roth Question

Oct 31, 2026 · 59m 55s
The Roth Question
Description

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...

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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 pitfalls, and the emotional fears that haunt many retirees—including running out of money, market declines, and healthcare surprises. Hear stories, solutions, and eye-opening scenarios that challenge what you thought you knew about retirement planning—without giving away all the answers.

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.
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Author Eric Pedersen
Organization AE Media
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