The Retirement Roadmap Podcast
Episodes
Wednesday Aug 30, 2017
Your Financial Dashboard
Wednesday Aug 30, 2017
Wednesday Aug 30, 2017
Your car has “indicator” or “warning” lights to alert you to potential problems. If your financial life had a dashboard would you have any warning lights telling you to take corrective actions? This week we explore some of the key indicators that could be giving you financial alerts that may need your attention. Join us for a few minutes this week and examine your own “Financial Dashboard”.
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 Aug 23, 2017
Retirement Fundamentals
Wednesday Aug 23, 2017
Wednesday Aug 23, 2017
Understanding retirement income and how financial planning is different in retirement than during the working years is critical to having a successful retirement. This week we review some of the fundamentals that are important to understand and to implement when navigating your retirement years. Take a few minutes to review how you are doing with the “Retirement Fundamentals” and your Retirement Roadmap.
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 Aug 17, 2017
Tax Planning Basics
Thursday Aug 17, 2017
Thursday Aug 17, 2017
Taxes can be difficult to understand, especially in the retirement years. Not all income or cash flow is treated the same in the tax code. One example is Social Security. Social Security is not inherently taxable, however depending on the amount of other income and how that income is managed can cause Social Security benefits to become subject to taxation. Take a little time this week to listen in on our conversation and determine whether or not you have effective tax strategies in place or whether it makes sense to get a second opinion.
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.
Monday Aug 07, 2017
Let’s Talk About Market Volatility . . .
Monday Aug 07, 2017
Monday Aug 07, 2017
Is your retirement plan built to stand the test of time? This week we discuss the effects of market volatility and retirement planning. Markets go up and markets go down, and one of the key questions for retirement and the years leading up to retirement is whether or not your plan is designed to anticipate market volatility. Listen in on our conversation and reflect on whether or not your retirement plans are ready for whatever comes next.
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 Aug 02, 2017
Can You Put Toothpaste Back In The Tube?
Wednesday Aug 02, 2017
Wednesday Aug 02, 2017
There are some retirement decisions that cannot be undone. So this week we discuss some of these irrevocable decisions. Knowledge can be powerful. So make sure to take a little time and listen in as we review some of the critical choices that retirees and pre-retirees may have to face in the retirement years.
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.