The Retirement Roadmap Podcast
Episodes
Wednesday Oct 25, 2017
Common Money Mistakes In Retirement
Wednesday Oct 25, 2017
Wednesday Oct 25, 2017
There are a number of common money mistakes that people make in retirement. This week we take a little time to discuss how to guard against making these critical mistakes. Take a few minutes to listen in on our conversation as we discuss actions you can take to protect yourself as you travel along your personal 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.
Wednesday Oct 18, 2017
Answers To Common Questions
Wednesday Oct 18, 2017
Wednesday Oct 18, 2017
There are a number of common financial and retirement questions that come up from time to time and the answers are not always so obvious. Sometimes certain rules must be followed and there might not be an opportunity for a “do over”. This week we discuss answers to some of these common questions. Take a few minutes and listen in on our conversation. Chances are some of these questions may apply to your current situation or your future situations as you travel along your personal 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.
Wednesday Oct 11, 2017
The “Pre-Flight” Checklist For Retirement
Wednesday Oct 11, 2017
Wednesday Oct 11, 2017
Are you ready? Every pilot goes through a checklist before they taxi down the runway to take off. When was the last time you reviewed your retirement checklist? This week we take a little time to review critical checklist items. Join us for our discussion to see if a review of your “Pre-Flight” checklist might be helpful on your personal 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.
Wednesday Oct 04, 2017
The ”Retirement Gridiron”
Wednesday Oct 04, 2017
Wednesday Oct 04, 2017
Often times the best way to learn is to relate to similarities in other common experiences. We are in the midst of football season, so this week we take a look at the lessons we can learn from the “Gridiron” and how we can apply them to retirement planning strategies. Listen in on our conversation to see how understanding the “Retirement Gridiron” can help you with your personal 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.