The Retirement Roadmap Podcast
Episodes
Thursday Jul 30, 2020
Pre Retiree Mistakes
Thursday Jul 30, 2020
Thursday Jul 30, 2020
What happens when decisions are made without the benefit of important information? Listen in on this week's podcast as we discuss important (and often overlooked) factors to consider when making big retirement decisions. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Remember to click the “Share” button to share our podcast with friends, family 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 Jul 22, 2020
Traditional vs Roth IRAs
Wednesday Jul 22, 2020
Wednesday Jul 22, 2020
Which IRA is best for you and your money? Should you have one or the other? Should you have both? Did you realize that if you're not careful, your IRA could cause your Social Security to become subject to taxation? This week we take some time to delve into these questions and examine possible unintended consequences of not having a tax diversified retirement plan. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Remember to click the “Share” button to share our podcast with friends, family 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 Jul 15, 2020
Questionable Financial Strategies
Wednesday Jul 15, 2020
Wednesday Jul 15, 2020
Does your financial plan rest on a solid foundation? Is your plan built to last or do you have some questionable financial strategies? Listen in on this week's podcast as we evaluate the possible ramifications of a number of financial strategies. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Remember to click the “Share” button to share our podcast with friends, family 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.
Tuesday Jul 07, 2020
Let’s Talk About Some FAQs
Tuesday Jul 07, 2020
Tuesday Jul 07, 2020
Many people tend to have a number of similar questions which is why we often times refer to them as “Frequently Asked Questions”. However, the answers can vary significantly depending on individual circumstances. This week we discuss some of these questions and some of the considerations to evaluate when answering these questions. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Remember to click the “Share” button to share our podcast with friends, family 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.