The Retirement Roadmap Podcast
Episodes
Saturday May 29, 2021
Double Edged Sword
Saturday May 29, 2021
Saturday May 29, 2021
Be careful with the “Double Edged Swords”! On this week's podcast we discuss several “Double Edged Swords”. As you listen in on the conversation, you may want to evaluate your own situation to determine if you might be well served to seek a second opinion or a different perspective. Glenn is available for in person and Zoom meetings, simply give us a call at (336) 291-3535 to schedule some time 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.
Thursday May 20, 2021
Fact or Fiction?
Thursday May 20, 2021
Thursday May 20, 2021
Is it fact or fiction (or is it more complicated)? What's true in some cases is not necessarily true in other cases. This week we delve into a number of retirement topics that sometimes have preconceived notions or misconceptions around them. As you listen in, think about your situation – you might just have a few “Aha Moments”. Want to talk with Glenn about your retirement? Give us a call at (336) 291-3535 to schedule some time or simply 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 May 13, 2021
Crisis or Opportunity?
Thursday May 13, 2021
Thursday May 13, 2021
Do you know the difference between crisis and opportunity? This may sound like a CRAZY question, but sometimes there is a fine line between these two seemingly polar opposites. This week we explore some very interesting opportunities to turn lemons into lemonade. 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 May 06, 2021
Are You Flirting With Disaster?
Thursday May 06, 2021
Thursday May 06, 2021
Is your current plan (or lack of plan) leaving you unknowingly and unnecessarily exposed? On this week's podcast we discuss a variety of topics that are sometimes unplanned for or under planned for that could leave your retirement exposed to far greater risk than you ever thought possible. Give us a call at (336) 291-3535 to schedule some time with Glenn to review your retirement plans 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.