The Retirement Roadmap Podcast
Episodes
Wednesday Apr 25, 2018
Keeping It Simple
Wednesday Apr 25, 2018
Wednesday Apr 25, 2018
Has your retirement plan become too complicated? There are a number of reasons why retirement planning sometimes becomes overwhelming or overly complicated. Take a few minutes to ask yourself whether it's time to take a step back and review your plans. Join us this week as we discuss some of ways retirement planning becomes more complex then it needs to be and ways to “keep it simple”. Your Retirement Roadmap should lead you on a fun and exiting journey, so take the time to clear your path from unnecessary complications and detours.
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 Apr 18, 2018
Eliminating Luck From The Retirement Equation
Wednesday Apr 18, 2018
Wednesday Apr 18, 2018
Do you really want to eliminate luck from the retirement equation? Well think about it . . . would you rather be relying on luck or a well designed retirement plan. Too many times retirees travel into the retirement years without a well designed retirement plan, which leaves a lot to chance or luck. It's been said that if you don't know where you're going, how will you know when you get there? Join us for a few minutes as we discuss things that you can do to help take luck out of the equation. When planning your travels along the Retirement Roadmap you are more likely to enjoy your destinations.
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 Apr 11, 2018
The Financial Lies People Tell Themselves
Wednesday Apr 11, 2018
Wednesday Apr 11, 2018
How honest are you being with yourself? This week we examine some of the ways people deceive themselves when it comes to finances. It's important always be honest with yourself. This is especially true when it comes to important financial planning decisions. Listen in as we discuss important truths of financial and retirement planning. Let's face it, you don't want to find yourself on a dangerous detour 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.
Wednesday Apr 04, 2018
The Retirement Grocery Store
Wednesday Apr 04, 2018
Wednesday Apr 04, 2018
Is it time to go to the “Retirement Grocery Store”? Making the transition from the working years to the retirement years may create the need to “go shopping”. For instance, during the working years your income plan is largely about your employment and going to work. However, the way you plan your retirement income can determine how much you are taxed and how long your retirement savings will last. Take a few minutes and tune in to our conversation. You just might learn a few ways to improve 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.