The Retirement Roadmap Podcast
Episodes
Thursday Apr 29, 2021
Pensions
Thursday Apr 29, 2021
Thursday Apr 29, 2021
Do you have a pension? Do you wish you had one? This week we discuss a variety of questions that come up when thinking about pensions and the decisions that need to be made regarding pensions. If you'd like to talk with Glenn about your retirement simply give us a call at (336) 291-3535 to schedule some time 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.
Thursday Apr 22, 2021
Good News . . . Bad News
Thursday Apr 22, 2021
Thursday Apr 22, 2021
Just about everyone has been told . . . “I have good news and bad news, which do you want first?” This week we compare and contrast retirement “Good News . . . Bad News” scenarios that could make you stop and think. Give us a call at (336) 291-3535 to schedule some time with Glenn or 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 Apr 14, 2021
“I Have A Question . . .”
Wednesday Apr 14, 2021
Wednesday Apr 14, 2021
Every so often we take a step back and discuss questions that come up when thinking about retirement planning. As you listen in this week, consider your own situation and circumstances – you might just discover a new way of thinking that provides new insights to your personal Retirement Roadmap. If you'd like to talk with Glenn about your retirement simply give us a call at (336) 291-3535 to schedule some time 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.
Thursday Apr 08, 2021
Electing Your Retirement Advisor
Thursday Apr 08, 2021
Thursday Apr 08, 2021
What would you be looking for if you were looking to elect a retirement advisor? On this week's podcast we explore this question. What characteristics, philosophies, and strategies are important to find in a retirement advisor? If it were time for an election, who would get your vote? If you'd like to talk with Glenn about your retirement plans simply give us a call at (336) 291-3535 to schedule some time 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.