The Retirement Roadmap Podcast
Episodes
Thursday Dec 28, 2017
Retirement Regrets
Thursday Dec 28, 2017
Thursday Dec 28, 2017
Will your retirement decisions be examples of well thought out retirement planning or warning signs for others to learn from? Learning from other peoples mistakes can truly help you avoid “Retirement Regrets”. This week we take some time to discuss and review some common retirement mistakes that all too often turn into “Retirement Regrets”. Tune in for a few minutes and take a lesson from other peoples mistakes. The next 15 minutes might just be a very important stop 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 Dec 20, 2017
Unasked Financial Questions
Wednesday Dec 20, 2017
Wednesday Dec 20, 2017
It could be said that the quality of you life come down to the quality of your decisions and your decisions are often based on the questions you ask. Do you know all the critical questions to ask when it comes to your retirement planning? This week we uncover a number of critical questions that are sometimes unfortunately left out of the decision making process. Join us as we discuss some important questions that are all too often left unasked before making major financial decisions when traveling along the 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 Dec 13, 2017
Changing Financial Advisors
Wednesday Dec 13, 2017
Wednesday Dec 13, 2017
When does it make sense to consider changing financial advisors? Does your advisor specialize in the retirement years or are their skills more general in nature? It's critical to remember that the preservation and distribution phases of life are significantly different from the accumulation phase. In other words, retirement income planning and legacy planning are not the same as saving for retirement. Are your planning strategies consistent with where you are in life? Take a few minutes to listen in as we discuss important perspectives for your journey along the 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 Dec 06, 2017
Required Minimum Distributions – “RMD”s
Wednesday Dec 06, 2017
Wednesday Dec 06, 2017
What are “RMD”s? Required Minimum Distributions for your Pretax Retirement Accounts are one of the “Trigger Age” facts of life once you reach 70 ½. There are a number of questions surrounding “RMD”s, so this week we take some time to discuss things you need to know about when it comes to Required Minimum Distributions. “RMD”s can be confusing so take a few minutes and listen in on our conversation as we discuss one of the important stops on 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.