Best Intentions Bad Advice

To whom are you listening? Have you ever had a conversation with “Bob At The Water Cooler” . . . a friend or maybe a relative about your finances? Has “Bob” ever given you advice? On this week's podcast we discuss how sometimes those with the best intentions may inadvertently give advice that might not be right for the person they are trying to help. It's very important to understand that what's good advice for some might not be right for others. Remember, if you'd like some guidance as you travel along the Retirement Roadmap, you can simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to schedule some time with Glenn. Glenn is available for both in person and virtual meetings. Click the "Share" button to 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.