The Retirement Roadmap Podcast
Episodes
Tuesday Jan 28, 2020
Advisor Traits
Tuesday Jan 28, 2020
Tuesday Jan 28, 2020
What do you look for in an advisor? Are there certain traits that may be important? On this week's podcast we explore these questions and take some time to discuss different aspects that could be important to evaluate. As you listen, think about your situation and ask yourself if your advisor has the traits and skill sets you need to help you navigate the Retirement Roadmap. Let us know how we can help and remember to share The Retirement Roadmap Podcast with colleagues and family.
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 Jan 22, 2020
Retirement Frequently Asked Questions
Wednesday Jan 22, 2020
Wednesday Jan 22, 2020
If you've been a listener to our podcast for a while, you've probably heard us talk about how everyone's situation is different and we don't believe in "One Size Fits All" solutions. However, there are a number of questions that often come up when talking about retirement planning – you might call these “Frequently Asked Questions” or FAQs. This week we take some time and discuss a number of these questions. As you listen in, you may discover a few new insights or ways of thinking about things. Let us know how we can help you on your journey along the Retirement Roadmap and remember to share The Retirement Roadmap Podcast with colleagues and family.
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.
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 Jan 14, 2020
How Will The Secure Act Impact You & Your Heirs?
Tuesday Jan 14, 2020
Tuesday Jan 14, 2020
President Trump signed The Secure Act into law at the end of 2019. This is a VERY IMPORTANT DEVELOPEMENT WHEN IT COMES TO RETIREMENT AND ESTATE PLANNING! This week we delve into the details of this new law and the potential implications to your retirement and how it may affect taxation on what you might leave to your heirs. As you listen in on this week's podcast you can begin to evaluate how the Secure Act may impact your particular circumstances. Feel free to schedule a complimentary strategy session regarding the implications of the Secure Act or any other planning questions you may have regarding your retirement and always remember to share The Roadmap Podcast with colleagues and family.
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 Jan 08, 2020
Social Security Misunderstandings
Wednesday Jan 08, 2020
Wednesday Jan 08, 2020
Social Security is a very valuable part of retirement income planning and unfortunately mistakes are often made unknowingly and unnecessarily. When and how to claim your benefits is an important decision that can be made strategically with some careful analysis. On this week's podcast we take a little time to shed some light on a few key points to be evaluated when making Social Security decisions. Listen in on our convention and you might just discover a few valuable insights that could help you 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.