The Retirement Roadmap Podcast

You Know What Happens When You Assume!

Making assumptions can be dangerous, especially when it comes to retirement planning! This week we discuss some common assumptions that are made about retirement and some of the dangers of making these assumptions. As you listen in, think about yourself, your personality and your circumstances. You might just find yourself gaining a few insights and discovering a few things to be aware of. Give us a call at (336) 291-3535 to schedule some time with Glenn or simply visit ScheduleSomeTime.com to get on his calendar to discuss your retirement plans. 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.

Retirement Lifestyles

What will your lifestyle be like in retirement? Have you made your “Bucket List”? Let's face it, it's not all about the money! Some find that it's more about using your money to create your retirement lifestyle. On this week's episode we encourage you to spend a little time thinking about the way you want to live in retirement. It can be time very well spent! Give us a call at (336) 291-3535 to schedule some time with Glenn or simply visit ScheduleSomeTime.com to get on his calendar to discuss your retirement plans. 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.

Baby Boomer Retirement Concerns

This isn't your father's retirement! Compared to previous generations, Baby Boomers have a different set of concerns and circumstances when it comes to retirement planning. As you listen in this week, you'll want to reflect on the topics discussed and consider your unique circumstances. Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar to discuss your retirement plans. 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.

Know Thyself

Everyone tends to have certain ways they think about financial things. Are you aware of the way you think about things? Do you have biases that help you? Do you have biases that may actually be hurting you? On this weeks show we look to shed light on different philosophies regarding money questions. It's a time for self reflection and a time to consider different ways of thinking. Glenn is available for in person and Zoom meetings, so 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.

Things In The Financial World That Drive Us Crazy!

Are there things about the financial world that “DRIVE YOU CRAZY”?! On this week's podcast we address a variety of these things. We discuss ways to think about them and ways to respond to them. - Schedule some time with Glenn to talk about your retirement plans by giving us a call at (336) 291-3535 or 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.

The Financial Forecaster

Can the weather teach us anything about retirement planning? Are there similarities or correlations that can be drawn between weather and financial events? This week we explore these questions and discuss different ways to understand some otherwise difficult terms and concepts.   . . .  Want to talk with Glenn about your retirement plans? Give us a call at (336) 291-3535 or 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.

Retirement Advice From Retirees

As we all know, retirement brings different chapters of life and you really don't know what retirement is like until you begin to experience it! So on this week's show, we decided to listen to and review retirement advice from a number of retirees. As we discuss their experiences and advice, you may find some interesting and helpful perspectives. Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's 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.

Retirement Statistics

Did you know . . . ? This week we explore a number of statistics around retirement topics that you might find interesting. As you listen in on our conversation this week, think about your own situation and how these topics may apply to you. Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's 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.

Three Qualities Of Money

What do you want your money to do for you? This week we talk about 3 different qualities that money can have and what types of financial products or investments have these qualities. As you listen in, think about your own accounts. Are you 100% sure you have your money positioned properly or do you have some doubt? Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Glenn is available for in person and Zoom meetings. 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.

Is The Client Always Right?

If what you thought to be true, turned out not to be true . . . when would you want to know about it? This week we take some time to discuss a variety of conceptions and possible misconceptions that folks sometimes have around a number of topics. Sit back and listen in on the conversation . . . who knows, you might just find there are other ways to look at things that could enhance your travels along the Retirement Roadmap. Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Glenn is available for in person and Zoom meetings. 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.