The Retirement Roadmap Podcast
Episodes
Wednesday Aug 28, 2019
Planning For The 3rd & 4th Quarter
Wednesday Aug 28, 2019
Wednesday Aug 28, 2019
As we start heading into the end of the year, it's time to get certain financial affairs in order. Tune in to this week's podcast and listen in as we discuss a number of items that may need your attention sooner rather than later. Making sure you understand key planning concepts and priorities can make a big difference in where you end up on your journey along the Retirement Roadmap. Always remember that we're here to help, so reach out and let us know how we can be of service.
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 Aug 21, 2019
Planning With Urgency
Wednesday Aug 21, 2019
Wednesday Aug 21, 2019
There are some things that you can take your time with and others that require URGENCY. On this week's podcast we discuss a variety of planning issues that might demand a sense of urgency and ways that you could actually prepare for the possibly of some these situations before they even happen. Take a few minutes to join us and as you listen for new insights you may discover a few distinctions that could help you along the Retirement Roadmap. Let us know how we can help and always feel free to share our podcast with your friends and colleagues.
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 Aug 14, 2019
Portfolio Disasters
Wednesday Aug 14, 2019
Wednesday Aug 14, 2019
It goes without saying that everyone wants things to turn out well and retirement planning is typically way up on the priority list! On this week's podcast we discuss a number of “Portfolio Disasters” and strategies to help you avoid them. Listen in on our conversation as we look to provide you with valuable insights and as always let us know how we can help you in navigating 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 Aug 07, 2019
How Do You Define “Financial Security”?
Wednesday Aug 07, 2019
Wednesday Aug 07, 2019
As we all know, there are many ways to define “Financial Security”. The main questions are how do you define it and how can you achieve it? On this week's podcast we explore these questions from a variety of perspectives and discuss different ways to find the illusive answers. Listen in for a few minutes and explore your own feelings and beliefs about “Financial Security”. Reach out and let us know how we can help as you make your way 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 31, 2019
Financially Overrated
Wednesday Jul 31, 2019
Wednesday Jul 31, 2019
Several weeks ago we discussed a number of things that could be considered “underrated” in the financial world. So this week we are delving into a few things that might be considered “overrated”. As you listen in on this week's podcast you might just discover a few new distinctions or a few new perspectives that might just help you navigate your personal Retirement Roadmap. Feel free to share our podcast with your friends and colleagues and as always, let us know how we can be of service.
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.