The Retirement Roadmap Podcast
Episodes
Friday Jan 28, 2022
Are You Working With A General Practitioner or A Specialist?
Friday Jan 28, 2022
Friday Jan 28, 2022
There are many qualified and well intentioned advisors working in financial services. One of the most important distinctions for retirees and soon to be retirees to make is determining what they need help with and who to work with when planning for and living in retirement. 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.
Thursday Jan 20, 2022
Risk & Risk Aversion
Thursday Jan 20, 2022
Thursday Jan 20, 2022
What is risk and what does it mean to be “Risk Averse”? Obviously, these terms have different meanings to different people. Additionally, different phases of life tend to pose different sets of risks. This week we explore these topics and different ways to think about 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 Jan 14, 2022
Let’s Address Some Common Questions
Friday Jan 14, 2022
Friday Jan 14, 2022
Every so often we discuss a few common questions that folks have regarding finances and retirement. As you listen in this week, reflect on these topics and questions as it relates to your situation. You may find that sometimes reflecting on things creates more questions that you want to explore. 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.
Tuesday Jan 04, 2022
Will Your Retirement Be Subjected To Unintended Tax Consequences?
Tuesday Jan 04, 2022
Tuesday Jan 04, 2022
Is your advisor helping you design a tax aware retirement plan? Is it possible have too much money in your 401(K) or IRA? Are your retirement savings tax diversified? On this week's episode we explore these and other questions that could help you discover some important and often overlooked elements of retirement planning. 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.