The Retirement Roadmap Podcast
Episodes
Wednesday Feb 28, 2018
Real World Questions Part II
Wednesday Feb 28, 2018
Wednesday Feb 28, 2018
This week we continue tackling real world questions that come up in planning for and living in retirement. Join us for a few minutes as we evaluate several more real life retirement situations and discuss various stops that can come up while 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 Feb 21, 2018
Real World Questions
Wednesday Feb 21, 2018
Wednesday Feb 21, 2018
Over the next two weeks we will tackle a variety of questions that can come up when planning for and living in retirement. Listen in on our conversation as we discuss how retirement strategies can be applied to a number of different real life situations. There are many roads that can be traveled throughout the retirement years and many questions to be answered – make sure you choose your personal Retirement Roadmap wisely.
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 Feb 14, 2018
Glass Half Full Or Half Empty?
Wednesday Feb 14, 2018
Wednesday Feb 14, 2018
Is the glass half full or half empty? This is always an interesting question and usually a matter of perspective. This week we discuss several issues that retirees and pre-retirees face in retirement planning. Take a little time and join us as we evaluate these retirement planning questions. The journey along the Retirement Roadmap is often enhanced when you take some time to reflect on important questions in order to gain additional perspective.
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 Feb 07, 2018
Time To Get Real Part II
Wednesday Feb 07, 2018
Wednesday Feb 07, 2018
This week we continue exploring various aspects of retirement. Take a few minutes to listen in and evaluate whether or not you could benefit from some different perspectives. Let's face it; life can have surprises so make sure you have contingency plans and flexibility as part of your approach to retirement. You never know when you might have to take a detour or alternative route as you travel along 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.