The Retirement Roadmap Podcast
Episodes
Wednesday Feb 22, 2017
Truth Bombs!
Wednesday Feb 22, 2017
Wednesday Feb 22, 2017
This week we discuss a number of important topics that are often times not discussed or known by the general public. It's important to know about these "Truth Bombs" and how they might affect you and your loved ones. Take a few minutes to listen and stay informed.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.
Wednesday Feb 15, 2017
The Death of A Spouse
Wednesday Feb 15, 2017
Wednesday Feb 15, 2017
This week we discuss the difficult topic of a spouse dying. Obviously this can be one of the most difficult times in life. We discuss the importance of planning ahead and some of the things that may have to be confronted if a spouse dyes prior to having these plans in place.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.
Tuesday Feb 07, 2017
5 Costly Mistakes In Retirement
Tuesday Feb 07, 2017
Tuesday Feb 07, 2017
This week we discuss costly mistakes in retirement and what to do to try to avoid them. It's important to evaluate your decision making process and to make sure your strategies and plans are serving your best interest. We discuss ways to evaluate some of the important retirement decisions.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.