The Retirement Roadmap Podcast
Episodes
Wednesday May 24, 2017
Movie Villains & Financial Planning
Wednesday May 24, 2017
Wednesday May 24, 2017
Movie Villains and Financial Planning? Yes! Tune in this week as we relate movie villains to difficulties that can arise in financial planning. There are a number of issues or "villains" that everyone needs to be aware of when making financial and retirement plans. Take a few minutes to remember some of your favorite movies and how you can relate some important financial issues and concepts to the villains you know so well.
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 May 16, 2017
Retirement Account Mistakes
Tuesday May 16, 2017
Tuesday May 16, 2017
This week we discuss "Retirement Account Mistakes". Making contributions to your retirement accounts vs. taking distributions are obviously quite different and unfortunately, if not handled correctly, IRA's and other retirement accounts have a number of things that can go wrong. Take a few minutes to listen and take note of some of the things to be aware of when it comes to managing your retirement accounts.
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 May 10, 2017
Things Your Advisor Should Be Doing
Wednesday May 10, 2017
Wednesday May 10, 2017
Is your advisor helping you with all the things that will impact your financial life? This week we discuss the areas of your financial life that are not always addressed by all advisors. Often times some advice can have unintended consequences when your entire financial life is not being considered when decisions are made or advise is given. Join us for a few minutes and determine for yourself whether or not you might have some areas of your financial plan that are not being addressed.
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 May 03, 2017
How Couples Could ”Screw Up” Retirement
Wednesday May 03, 2017
Wednesday May 03, 2017
Join us this week as we discuss and explore How Couples Could "Screw Up" Retirement! We discuss mistakes that couples sometimes make that can have adverse consequences for their retirement plans. Take a few minutes to listen in on our conversation and find out if you are making wise choices with your retirement planning 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.