The Retirement Roadmap Podcast
Episodes
Wednesday Mar 27, 2019
Political Contentions & Economic Indicators
Wednesday Mar 27, 2019
Wednesday Mar 27, 2019
As we look to the current political climate in Washington and to what's going on in the economy – it's easy to find a number of concerns. This week we discuss a variety of concerns in the news and ways to think about them. It's important to understand how to process the constant flow of information and news that can impact 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 Mar 20, 2019
I’ve Been Thinking About . . .
Wednesday Mar 20, 2019
Wednesday Mar 20, 2019
There are a number of questions and topics that retirees and soon to be retirees often wonder about - so this week we turn our attention in this direction. Listen in on our conversation as we discuss some of the questions and topics that may have been on your mind. You might just gain some insights that enhance your travels 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 Mar 13, 2019
The Ups & Downs Of An Informed Consumer
Wednesday Mar 13, 2019
Wednesday Mar 13, 2019
It's always a good thing to stay informed, however one of the biggest challenges is determining fact from opinion. This week we discuss this growing challenge in the world of personal finance and retirement planning. Take a few minutes to listen in on our conversation on what it means to be an informed consumer in 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.
Wednesday Mar 06, 2019
5 Dangerous Mindsets For Retirement
Wednesday Mar 06, 2019
Wednesday Mar 06, 2019
Retirement is a phase of life that is different than all the rest. This week we explore 5 mindsets that can be dangerous to having a successful retirement. We all know that your mindset can have a significant impact on your behavior and your actions. Listen in on our conversation as we reveal a number of things to be aware of and to think about as you travel 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.