Overconfidence

* NOTE WE'RE TAKING A BREAK FOR THE HOLIDAYS. *

WE WISH ALL OUR LISTENERS A VERY HAPPY HOLIDAY SEASON!

REGULAR EPISODES RESUME IN JANUARY OF 2022

Are you overconfident in your financial planning? On the last episode of 2021 we explore ways people are sometimes overconfident in their financial and retirement plans. As you listen in, we hope you'll reflect on your personal situation and evaluate whether it might make sense to review your plans in the new year. 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.