2019-05

Is it always wise to follow “Conventional Wisdom”? General rules are just that . . . they are general. As you look back over your life experiences you can find examples when general rules or “Conventional Wisdom” may have lead you astray in certain situations. On this week's podcast we explore some situations that might call for thinking a little differently. We hope you enjoy this week's podcast and let us know how we can help you as you travel 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.

What is meant by the term “Safe Money”? Do you have some “Safe Money” in your retirement plan? How much risk do you have in your retirement plan? This week we delve into this subject and discuss different applications of “Safe Money” and how different strategies can provide opportunities to hedge some of the risks that come up in the retirement years. Listen in and let us know how we can help you develop 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.

In approaching retirement this question becomes very important to answer and to make sure it's answered correctly! To make sure you “get it right”, there are a number of additional questions and considerations to evaluate. Sit back relax and listen in on this week's conversation. We're here to help you successfully plan and navigate your Retirement Roadmap. Let us know how we can help!
 
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.

Sometimes reality turns out to be different than what you might imagine. Like other areas of life, most people have certain conceptions of retirement which may or may not be the reality. As you listen to the podcast this week, you may be surprised by a few things you hear! We're here to help you design your Retirement Roadmap into the reality you desire. Let us know how we can help!
 
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.

There are certain issues that can create “pain points” when retirees and pre-retirees think about their retirement plans. Unfortunately, human nature leads many people to ignore or put off dealing with challenging issues. Take a few minutes to listen in on our conversation as we discuss 5 of the most common "pain points" that may deserve your attention. Make sure you don't let these “pain points” take your Retirement Roadmap on a dangerous detour.
 
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.