The Retirement Roadmap Podcast
Episodes
Wednesday Oct 28, 2020
Is Your IRA Ready For Retirement?
Wednesday Oct 28, 2020
Wednesday Oct 28, 2020
Saving for retirement and living in retirement are certainly different, so it goes without saying that your retirement accounts may play a significantly different role when living in retirement vs. saving for retirement – i.e. providing income. On this week's podcast we discuss a number of considerations for IRA and retirement income planning, which might just turn out to be enlightening. If you'd like to discuss your retirement plans with Glenn, he's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. As always, 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.
Thursday Oct 22, 2020
Longevity Risk
Thursday Oct 22, 2020
Thursday Oct 22, 2020
What do you mean . . . “Longevity Risk”?!! Many would love to find the fountain of youth, if that means continued good health and the money doesn't run out! Out living your money or your health are probably the most common concern for retirees and soon to be retirees. Listen in on this week's podcast as we discuss these concerns and building a plan designed to guard against longevity risk. If you'd like to talk with Glenn, he's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. As always, 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 Oct 14, 2020
Preparing Your Financial House For Retirement
Wednesday Oct 14, 2020
Wednesday Oct 14, 2020
Building a financial plan is a little like building a house. On this week's podcast, we utilize this analogy to help you visualize your financial plan. Your house or plan needs a foundation, walls, roof, etc. As you listen in, think about whether or not your financial house is built to last or whether it might need a little “fix up”. Want to talk with Glenn about your financial house? Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. Glenn's available for in person or virtual meetings. As always, 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 Oct 07, 2020
Reconciling Conflicting Ideas
Wednesday Oct 07, 2020
Wednesday Oct 07, 2020
It can be overwhelming and confusing when you hear conflicting ideas or concepts, especially when there seems to be validity to both or all of them. Sometimes it's not this or that. Sometimes it's this and that. On this weeks podcast we discuss a few conflicting ideas in the financial world. Glenn is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. As always, 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.