The Retirement Roadmap Podcast
Episodes
Tuesday Nov 24, 2020
5 Financial Commandments
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
Sometimes it's just good to get back to the basics. On this week's podcast we take a little time to discuss 5 financial commandments that are important to remember as you travel along the Retirement Roadmap! 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.
Wednesday Nov 18, 2020
Obsolete Planning Ideas
Wednesday Nov 18, 2020
Wednesday Nov 18, 2020
If what you thought to be true, turned out not to be true . . . when would you want to know about it? Sometimes there is a lot of belief around “Rules of Thumb” that over time have become obsolete or antiquated. As you listen in on this week's podcast, you might find yourself wondering if you need to update your thinking or your planning. If so, and you'd like to discuss your retirement plans with Glenn . . simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. Glenn's available for in person or virtual meetings. 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 Nov 11, 2020
”Stuff” You Should Know
Wednesday Nov 11, 2020
Wednesday Nov 11, 2020
There are a number of financial “things” that are important to know, but are not necessarily common knowledge. As you listen in this week, you may discover a few things that you may want to evaluate somewhat differently than you have in the past. Getting a second opinion or doing some analysis might be worthwhile. 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 Nov 05, 2020
Your House & Your Retirement
Thursday Nov 05, 2020
Thursday Nov 05, 2020
Have you thought about how your house and or your mortgage figures in to your retirement plans? On this week's podcast we discuss a variety of questions that come up regarding housing, expenses, debt, payments, equity, lifestyle, and legacy. 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.