The Retirement Roadmap Podcast
Episodes
Wednesday Nov 28, 2018
You’ve Lost That Financial Feeling
Wednesday Nov 28, 2018
Wednesday Nov 28, 2018
As we all know, there are times when folks become emotional about certain topics in their financial lives. On the podcast this week we discuss a few of these topics and how different people react, respond and think about them. Listen in on our conversation as we review important points to consider. Remember, there's nothing wrong with experiencing your emotions – just make sure that when it comes to making important financial decisions you base your Retirement Roadmap on the important critical facts that matter the most.
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 Nov 21, 2018
Overlooked Retirement Expenses
Wednesday Nov 21, 2018
Wednesday Nov 21, 2018
One of the biggest challenges in retirement is income planning and of course, income and expenses go hand in glove. So on the podcast this week we take a little time to discuss a few overlooked expenses that come up in retirement. Take a few minutes to listen in as we delve into the importance of staying aware of these critical expenses that are sometimes forgotten. You always want to make sure your Retirement Roadmap doesn't have overlooked detours that lead you astray.
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 Nov 14, 2018
Complications Of Early Retirement
Wednesday Nov 14, 2018
Wednesday Nov 14, 2018
It's not uncommon for folks to sometimes think about and start asking questions about an early retirement. It can sound exciting, but is it realistic? This week we take a little time to review some of the critical points to consider if you are really beginning to think about early retirement. Listen in on our conversation as we discuss some of the key points to evaluate. It's wise to make sure you are prepared before you start traveling 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 Nov 07, 2018
Retirement Is More Than Just Investments Part 2
Wednesday Nov 07, 2018
Wednesday Nov 07, 2018
Welcome back to “Retirement Is More Than Just Investments”! This week we continue our conversation and delve into additional considerations of holistic retirement planning. Take a few minutes to listen in on our discussion as we review several more aspects to retirement planning that just might provide enhanced pathways for 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.