The Retirement Roadmap Podcast
Episodes
Friday Nov 19, 2021
Is Your Retirement Plan “Out Of Tune”?
Friday Nov 19, 2021
Friday Nov 19, 2021
If you have a musical instrument that's “out of tune” - it might still play, but will anyone want to listen? What if your retirement plan is “out of tune”? This week we discuss a number of “out of tune” retirement circumstances and possible ways to address them. Glenn is available for in person and Zoom meetings. Simply 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.
Friday Nov 12, 2021
Mistakes Couples Make
Friday Nov 12, 2021
Friday Nov 12, 2021
“Oops!” is not what you want to say when it comes to important financial decisions. On this week's episode we discuss a variety of mistakes that are sometimes made by couples. As you listen in, think about your own situations and decisions you may have made or will be making in the future. Have questions? Glenn is available for in person and Zoom meetings simply 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.
Friday Nov 05, 2021
Mind The Gap
Friday Nov 05, 2021
Friday Nov 05, 2021
Do you have gaps in your retirement or retirement plans? On this week's episode we delve into this subject and look at a number of “Gaps” that often occur in retirement or when planning for retirement. If you have questions . . . Glenn is available for in person and Zoom meetings. Simply 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.