The Retirement Roadmap Podcast
Episodes
Wednesday Mar 31, 2021
You Know What Happens When You Assume!
Wednesday Mar 31, 2021
Wednesday Mar 31, 2021
Making assumptions can be dangerous, especially when it comes to retirement planning! This week we discuss some common assumptions that are made about retirement and some of the dangers of making these assumptions. As you listen in, think about yourself, your personality and your circumstances. You might just find yourself gaining a few insights and discovering a few things to be aware of. Give us a call at (336) 291-3535 to schedule some time with Glenn or simply visit ScheduleSomeTime.com to get on his calendar to discuss your retirement plans. Glenn is available for in person and Zoom meetings. As always, please 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.
Wednesday Mar 24, 2021
Retirement Lifestyles
Wednesday Mar 24, 2021
Wednesday Mar 24, 2021
What will your lifestyle be like in retirement? Have you made your “Bucket List”? Let's face it, it's not all about the money! Some find that it's more about using your money to create your retirement lifestyle. On this week's episode we encourage you to spend a little time thinking about the way you want to live in retirement. It can be time very well spent! Give us a call at (336) 291-3535 to schedule some time with Glenn or simply visit ScheduleSomeTime.com to get on his calendar to discuss your retirement plans. Glenn is available for in person and Zoom meetings. As always, please 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.
Friday Mar 19, 2021
Baby Boomer Retirement Concerns
Friday Mar 19, 2021
Friday Mar 19, 2021
This isn't your father's retirement! Compared to previous generations, Baby Boomers have a different set of concerns and circumstances when it comes to retirement planning. As you listen in this week, you'll want to reflect on the topics discussed and consider your unique circumstances. Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar to discuss your retirement plans. Glenn is available for in person and Zoom meetings. As always, 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 Mar 11, 2021
Know Thyself
Thursday Mar 11, 2021
Thursday Mar 11, 2021
Everyone tends to have certain ways they think about financial things. Are you aware of the way you think about things? Do you have biases that help you? Do you have biases that may actually be hurting you? On this weeks show we look to shed light on different philosophies regarding money questions. It's a time for self reflection and a time to consider different ways of thinking. Glenn is available for in person and Zoom meetings, so give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please 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.
Wednesday Mar 03, 2021
Things In The Financial World That Drive Us Crazy!
Wednesday Mar 03, 2021
Wednesday Mar 03, 2021
Are there things about the financial world that “DRIVE YOU CRAZY”?! On this week's podcast we address a variety of these things. We discuss ways to think about them and ways to respond to them. - Schedule some time with Glenn to talk about your retirement plans by giving us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person and Zoom meetings. As always, please 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.