The Retirement Roadmap Podcast
Episodes
Thursday Jan 28, 2021
Is The Client Always Right?
Thursday Jan 28, 2021
Thursday Jan 28, 2021
If what you thought to be true, turned out not to be true . . . when would you want to know about it? This week we take some time to discuss a variety of conceptions and possible misconceptions that folks sometimes have around a number of topics. Sit back and listen in on the conversation . . . who knows, you might just find there are other ways to look at things that could enhance your travels along the Retirement Roadmap. Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Glenn is available for in person and Zoom meetings. Remember to click the “Share” button and 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 Jan 21, 2021
Understanding Different Types Of Risk
Thursday Jan 21, 2021
Thursday Jan 21, 2021
When it comes to saving for retirement there are a number of risks that come to mind. However, when it comes to transitioning into and living in retirement the risk profile typically changes. New and additional risks become more prevalent and are often misunderstood or in some cases are simply outside of people's awareness. If you know you haven't had these risks in the proper perspective simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Glenn is available for in person and Zoom 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 Jan 13, 2021
Retirement Preparedness Quiz
Wednesday Jan 13, 2021
Wednesday Jan 13, 2021
Are you Retirement Ready?! This is the big question for this week's episode. Listen in on our conversation as we discuss important questions to ask and evaluate when it comes to making sure you're Retirement Ready. Reviewing your retirement plans with Glenn is easy. 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. 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 Jan 06, 2021
Let’s Talk About Diversification
Wednesday Jan 06, 2021
Wednesday Jan 06, 2021
Diversification is a common buzzword when it comes to financial planning and retirement accounts. On this week's episode we discuss what diversification means and some important forms of diversification that are often overlooked. To review your retirement plans with Glenn, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. He'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.