The Retirement Roadmap Podcast
Episodes
Wednesday Apr 26, 2017
The 3 ”Worlds” Of Money
Wednesday Apr 26, 2017
Wednesday Apr 26, 2017
This week we discuss the 3 "Worlds" of Money. Where can you save or position your money? There are 3 basic places that most people utilize when they position their money to meet short, intermediate, and long term goals. These 3 "Worlds" have different pros and cons to consider - safety/risk, liquidity, growth potential, etc. Join us for a few minutes to listen and review the 3 "Worlds" of Money.
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 Apr 18, 2017
What Are Your Retirement Goals?
Tuesday Apr 18, 2017
Tuesday Apr 18, 2017
Join us this week as we explore planning and achieving your retirement goals. What are your goals for retirement? How will you achieve them? You've spent a lifetime working and planning for your retirement. So take a few minutes to listen as we discuss how to make the most of this special time in life.
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 Apr 12, 2017
Retirement Today vs. The Way It Used To Be
Wednesday Apr 12, 2017
Wednesday Apr 12, 2017
This week week we discuss how retiring today is different than when your parents or grandparents retired. Take a few minutes to listen and determine whether or not you are considering all the things you need to think about when planning your retirement in today's world.
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 Apr 05, 2017
Your Customized Plan
Wednesday Apr 05, 2017
Wednesday Apr 05, 2017
This week we discuss the importance of having your own customized retirement plan. All too often pre-retirees and retirees end up with a one size fits all retirement plan. It's important to take into account the unique aspects of your goals and desires, as well as, your concerns. Your retirement plan should be customized to fit your needs and should be revisited from time to time as different aspects of life change. Join us for a few minutes to listen and evaluate whether or not you have a plan that is customized to fit your unique circumstances.
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.