The Retirement Roadmap Podcast
Episodes
Wednesday Mar 29, 2017
Bad Assumptions
Wednesday Mar 29, 2017
Wednesday Mar 29, 2017
This week we take a look at some bad assumptions that people sometimes make in retirement. Decisions are typically based on existing beliefs and assumptions. Problems can occur when important decisions are made on flawed assumptions. Take a few minutes to listen and determine whether or not you might be making some decisions based on bad assumptions.
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 Mar 22, 2017
Spending Personalities
Wednesday Mar 22, 2017
Wednesday Mar 22, 2017
How well do you know yourself? This week we discuss "Spending Personalities". It's critically important to know your spending personality and your spending habits when thinking about your retirement income and spending plan. Take a few minutes to listen and reflect on your "Spending Personality".
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.
Thursday Mar 16, 2017
Make Retirement Great Again!
Thursday Mar 16, 2017
Thursday Mar 16, 2017
This week we discuss some of the most important parts of keeping your retirement on track. It's always a good idea to review the essential building blocks of what makes a successful retirement. Take a few minutes to listen and review your personal retirement plans.
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 Mar 08, 2017
Risk & Diversification - The Retirement Years
Wednesday Mar 08, 2017
Wednesday Mar 08, 2017
This week we discuss how risk and diversification are significantly different in the retirement years vs. the saving years. Often times retirees and pre-retirees have done well in learning the lessons of saving for retirement, but all too often they are missing critical facts and strategies for how to make their nest eggs last a lifetime. 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.
Thursday Mar 02, 2017
5 ”Financial Commandments”
Thursday Mar 02, 2017
Thursday Mar 02, 2017
It's easy to get distracted with current events or short term market moves, so this week we discuss 5 important "Financial Commandments". Always remembering your long term goals and plans is critical throughout the retirement years. Join us as we take some time to discuss how to stay focused on your plans for a 20 to 30 year retirement.
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.