The Retirement Roadmap Podcast
Episodes
Apr 24, 2019
Apr 24, 2019
12 min
Sometimes thinking about or talking about what retirement will actually be like on a day to day basis can be challenging. This week our conversation centers around financial and non financial retirement planning. Listen in on this week's podcast as we discuss “The Bucket List” and more! Making sure your Retirement Roadmap includes all aspects of life is critically important to ensure you have an enjoyable and fulfilling retirement.
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.
Apr 17, 2019
Apr 17, 2019
15 min
Do you have a “junk drawer” that hasn't been cleaned out recently? What about your financial life – do you have a financial “junk drawer” that needs to be cleaned out or straightened up? Listen in as we discuss five financial situations that people sometimes find in their “junk drawer”. Who knows, you might discover something that you want to straighten up 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.
Apr 10, 2019
Apr 10, 2019
12 min
Making sure that your wishes are carried out is the foundation of any estate plan. This week we spend a little time discussing how the best of intentions can sometimes turn into unintended consequences. Take a few minutes to listen in on our conversation about how plans can inadvertently end up going off course. Paying attention to details can help ensure that the final stop on your Retirement Roadmap is what you intended for your heirs and loved ones.
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.
Apr 4, 2019
Apr 4, 2019
16 min
DIY has become very popular in today's culture. You name it – home improvements, landscaping, interior design, cooking – but what about retirement planning? In this weeks podcast we discuss pros and cons of “Do It Yourself” Retirement Planning. Take a few minutes to listen in on our conversation about some of the nuances and differences of saving for retirement vs. living in retirement. You might just discover some important distinctions that enhance 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.