The Retirement Roadmap Podcast
Episodes
Wednesday Jun 30, 2021
3 Worlds of Money
Wednesday Jun 30, 2021
Wednesday Jun 30, 2021
There are a number of different places or “Worlds” to position money or investments. On this week's podcast we answer a number of questions that are asked within 3 of these “Worlds”. Some of these questions you may have wondered about and some of these questions you may not have known to ask. If you have some questions for Glenn just 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 Jun 24, 2021
Common Sense or Uncommon Sense?
Thursday Jun 24, 2021
Thursday Jun 24, 2021
You've probably heard the famous quote . . . “Common sense is not so common.” This week we discuss how this concept relates to human behavior and finances. As you listen in, think about your own situation and circumstances and ask yourself whether or not your current planning needs to be revisited. Scheduling time with Glenn is easy . . . just give us a call at (336) 291-3535 or simply visit ScheduleSomeTime.com to get on his calendar. 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.
Friday Jun 18, 2021
Let’s Talk About Life Insurance
Friday Jun 18, 2021
Friday Jun 18, 2021
Who needs life insurance? Who doesn't? When does it make sense to have life insurance? When doesn't it make sense? Is life insurance more than death benefit? This week we discuss these and other questions that come up when thinking about and discussing life insurance. Scheduling time with Glenn is easy . . . just give us a call at (336) 291-3535 or simply visit ScheduleSomeTime.com to get on his calendar. 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.
Wednesday Jun 09, 2021
Finding The Right Advisor
Wednesday Jun 09, 2021
Wednesday Jun 09, 2021
Making sure you have the right advisor is critically important when it comes to the retirement years. Taking withdraws from your retirement nest egg comes with a set of risks that that you don't really face when saving for retirement. Are you 100% sure you have plans in place for dealing with market volatility, tax management, health and possible long term expenses or do you have some doubt? If you'd like to talk with Glenn about your retirement just 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 Jun 03, 2021
What Can Will Rogers Teach Us About Retirement Planning?
Thursday Jun 03, 2021
Thursday Jun 03, 2021
Just about everyone is familiar with Will Rogers and some of sayings or philosophies. This week we take a look at a few “Will Rogersisms” and find lessons that might just be helpful as you travel along the Retirement Roadmap. If you'd like to talk with Glenn about your retirement just 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.