The Retirement Roadmap Podcast
Episodes
Wednesday Jan 30, 2019
In The News – The National Debt & More . . .
Wednesday Jan 30, 2019
Wednesday Jan 30, 2019
It's always good to thing to take a look at topics that are “In The News”. This week we look at a couple of issues that are currently being discussed across the country. One of the topics we focus on this week is the National Debt and how it could possibly effect your retirement and your retirement planning. So tune in to hear our discussion of a few topics of the day – you might just get a some insights that help you 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 Jan 23, 2019
Spotting A Bad Advisor
Wednesday Jan 23, 2019
Wednesday Jan 23, 2019
Is your advisor serving your best interest? This may be the most important question you can ask when working with an advisor. This week on the podcast, we explore a number of questions and potential “Red Flags” to watch out for when it comes to working with a financial advisor. It's wise to make sure that any advisor you work with is helping you to improve your journey 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 Jan 16, 2019
I Was Wondering . . .
Wednesday Jan 16, 2019
Wednesday Jan 16, 2019
There are a number of questions that retirees and pre-retirees find themselves wondering about – so this week we examine and discuss some of these questions. Take a few minutes to listen in on our conversation as we delve into important topics and ways to determine whether or not your Retirement Roadmap is leading you to your desired 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 Jan 09, 2019
Top Financial Distractions
Wednesday Jan 09, 2019
Wednesday Jan 09, 2019
Do you ever get distracted in your financial life? In today's world there are many things that are vying for your attention, and many things that can distract you from your financial goals. On this week's podcast we explore some of the top financial distractions that can sometimes keep you from staying focused. There can be many twists and turns along the Retirement Roadmap, so make sure you stay alert and be ready for the distractions that can come your way.
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.
Thursday Jan 03, 2019
Buzzword . . . Risk Tolerance
Thursday Jan 03, 2019
Thursday Jan 03, 2019
Asking the right questions can sometimes create a different perspective on things. Join us this week as we discuss what is meant by “Risk Tolerance”. Can “Risk Tolerance” change over time? Just about everyone has an idea of how comfortable they are with risk, however as you travel along your Retirement Roadmap it's important to determine whether or not your “Risk Tolerance” is constant with your goals and with where you are in life.
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.