The Retirement Roadmap Podcast
Episodes
Thursday Jul 25, 2019
Financial Fake News
Thursday Jul 25, 2019
Thursday Jul 25, 2019
“Fake News!” has become a term that is often heard in today's culture. So on this week's podcast we discuss a few headlines and topics that might be characterized as “Financial Fake News”. As you listen in you might just find yourself discovering new perspectives on topics that impact you and 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.
Tuesday Jul 16, 2019
Pre-Retiree Questions
Tuesday Jul 16, 2019
Tuesday Jul 16, 2019
Making the transition from the working years to the retirement years is a transition that comes with many questions. On this week's podcast, we take some time to explore a number of these important questions on the podcast. Take a few minutes to listen in as we do our best to give you some valuable insights into successfully making this important transition as you travel 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 Jul 10, 2019
Financially Underrated
Wednesday Jul 10, 2019
Wednesday Jul 10, 2019
As we all know, there are a variety of things that are overrated and underrated in many areas of life. On the podcast this week, we discuss a number of things that are often underrated regarding finances and retirement. As you listen in for insights, we invite you to share our conversation with your friends and colleagues and let us know how we can help you navigate 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 Jul 03, 2019
Financial Proverbs
Wednesday Jul 03, 2019
Wednesday Jul 03, 2019
There are many Proverbs that we know and find helpful in many areas of life. Join us and listen in on this week's podcast as we discuss how a number of well known Proverbs have applications to the world of finance and retirement planning. As you know, we're here to help, so reach out and let us know how we can assist you on 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.