The Retirement Roadmap Podcast
Episodes
Wednesday Feb 27, 2019
The Little Missed Details Of Retirement Planning
Wednesday Feb 27, 2019
Wednesday Feb 27, 2019
Everyone has thoughts about being retired, however living in retirement is sometimes times a little different then what was anticipated. Often times a few details of daily living are forgotten about or missed. This week we review a number of these “little missed details” - listen in on our conversation and make sure you're not overlooking important details as you travel 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 Feb 20, 2019
Complications Of Living A Long Life
Wednesday Feb 20, 2019
Wednesday Feb 20, 2019
We all hope for a long healthy and prosperous life. On this weeks podcast we talk about life expectancy, health care costs and making your money last. Listen in on our conversation as we discuss some of the challenges that come with longer life expectancy, as well as some of the strategies to help solve these challenges of 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 13, 2019
50 Shades Of Gray Area
Wednesday Feb 13, 2019
Wednesday Feb 13, 2019
When it comes to financial matters there are often many variables to consider, which can create “Shades of Grey”. In other words, not all situations are clear cut or “Black & White”. This week we explore situations and scenarios that have different variables to be considered - which can lead to various conclusions. Listen in on the conversation as we explore different paths 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 06, 2019
What If Scenarios
Wednesday Feb 06, 2019
Wednesday Feb 06, 2019
As we often say on the podcast - “There Are No One Size Fits All” solutions when it comes to personal finances. This week we explore a variety of “What If . . .” scenarios and how different people and different circumstances might have different answers and responses to similar scenarios. Listen in on our conversation as we discuss some common “What If's” that sometimes come up 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.