The Retirement Roadmap Podcast
Episodes
Wednesday Sep 25, 2019
Financial Myths
Wednesday Sep 25, 2019
Wednesday Sep 25, 2019
If what you thought to be true turned out not to be true, when would you want to know about it? The obvious answer is right away! On this week's podcast we address a number of topics that are sometimes misunderstood. As you listen in on our conversation this week, you may find yourself re-evaluating some long held beliefs about money and retirement. Always remember we're here to help guide you along the Retirement Roadmap. Feel free to reach out to us with any questions and 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 Sep 18, 2019
The Blame Game
Wednesday Sep 18, 2019
Wednesday Sep 18, 2019
It's easy to find fault with others or point to circumstances in an effort to assign blame or find reasons why things didn't turn out the way you wanted or intended. This is basic human nature when things don't turn out. However, this attitude or mindset can leave you powerless if you're not careful. Everyone faces set backs from time to time and this week we examine strategies and mindsets that can help when recovering from setbacks. Listen in on our conversation and you might just find a few insights that help you in your travels 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 Sep 11, 2019
401(K) Weaknesses
Wednesday Sep 11, 2019
Wednesday Sep 11, 2019
In today's world, there are lots of choices about where and how to save for retirement. Often times, people utilize a 401(K) option offered by their employer. 401(K)'s can be very powerful since they have much higher contribution limits than IRA accounts. Be careful though, 401(K)'s are not necessarily the end all be all and they sometimes have possible weaknesses. On this week's podcast, we discuss some of the pros and cons of saving in a 401(K) and some of the things to be aware of and watch out for when saving in this kind of account. Saving for retirement is an important part of your financial future, and we're here to help you make wise decisions 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 Sep 04, 2019
I Have A Question
Wednesday Sep 04, 2019
Wednesday Sep 04, 2019
Questions – Questions – Questions! Have you ever had something come up that you thought you knew how to handle, but when you started thinking about it . . . you realized that there might be more to it? If so, you may want to listen in on this week's podcast! This week we discuss answers to a number of common financial questions. Where you end up on the Retirement Roadmap often depends on the actions you take and how you answer important questions. Give us a call and let us know how we can help you on your financial journey through life.
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.