The Retirement Roadmap Podcast
Episodes
Wednesday Jul 26, 2017
Procrastination & Financial Planning
Wednesday Jul 26, 2017
Wednesday Jul 26, 2017
This week we discuss the dangers of procrastination in financial and retirement planning. We all know that one of the easiest things to do is to put things off until later. We spend a little time discussing some of the things people might procrastinate when dealing with retirement planning and decisions. Take a few minutes to listen and reflect on whether or not you have been procrastinating in your financial 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 Jul 19, 2017
Financial Red Flags
Wednesday Jul 19, 2017
Wednesday Jul 19, 2017
This week we take some time to discuss financial “Red Flags”. These are things that might cause you to either rethink something or to review something in more depth. We explore several of these “Red Flags” by asking questions and exploring details. Take a little time to listen in on our conversation, you might discover a few things that deserve more of your attention.
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 Jul 12, 2017
Unpredictability . . . How Comfortable Are You With The Unknown?
Wednesday Jul 12, 2017
Wednesday Jul 12, 2017
Life is often unpredictable, so we need to plan for “Unpredictability”. In this week’s podcast we discuss some of the unpredictable things that could impact your financial life! As you listen in on our conversation, take some time to consider whether or not your current plan can be sustained when “Unpredictability” shows up in your life. As always, we are here to help you navigate your retirement years. Feel free to give us a call and schedule some time, you’ll be glad you did!
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 Jul 05, 2017
Landmark Birthdays & Retirement Planning
Wednesday Jul 05, 2017
Wednesday Jul 05, 2017
Retirement and retirement planning bring what we would call “Landmark Birthdays” to your financial life. This week we review what these “Landmark Birthdays” are and what they mean in terms of financial and retirement planning. Take a few minutes to make sure you know about these birthdays and what you can do to take advantage of the planning opportunities.
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.