The Retirement Roadmap Podcast

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.

Understanding Different Types Of Risk

When it comes to saving for retirement there are a number of risks that come to mind. However, when it comes to transitioning into and living in retirement the risk profile typically changes. New and additional risks become more prevalent and are often misunderstood or in some cases are simply outside of people's awareness. If you know you haven't had these risks in the proper perspective simply 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, remember to 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.

Retirement Preparedness Quiz

Are you Retirement Ready?! This is the big question for this week's episode. Listen in on our conversation as we discuss important questions to ask and evaluate when it comes to making sure you're Retirement Ready. Reviewing your retirement plans with Glenn is easy. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. Glenn's available for in person or virtual meetings. As always, remember to 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.

Let’s Talk About Diversification

Diversification is a common buzzword when it comes to financial planning and retirement accounts. On this week's episode we discuss what diversification means and some important forms of diversification that are often overlooked. To review your retirement plans with Glenn, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. He's available for in person or virtual meetings. As always, remember to 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.

401(K) FAQs

As we wrap up 2020, we thought we'd take sometime in the last podcast of the year to discuss a number or questions that come up when folks think about 401(K)'s. As you listen, in you may well discover a few fine points that help with different aspects of your 401(K) planning. If you'd like to review your retirement plans with Glenn after the Holidays, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. He's available for in person or virtual meetings. As always, remember to click the “Share” button to share our podcast with friends, family and colleagues.
Happy Holidays!
 
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.

Why Nobody Says These Things!

Sometimes it's a good thing to look at things from a variety of perspectives. So this week we discuss a few things that you don't usually hear people say! As you listen in, you may well have an “Aha Moment” or two that could cause you to rethink a thing or two. If you'd like to review your retirement plans with Glenn, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. He's available for in person or virtual meetings. As always, remember to 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.

Hindsight

You've probably heard that . . . “Hindsight is 20/20”. On this week's podcast we discuss hindsight and your financial future – lessons that can be learned from your own experiences and the experiences of others. To discuss your retirement plans with Glenn, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. He's available for in person or virtual meetings. As always, remember to 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.