The Retirement Roadmap Podcast

Be careful with the “Double Edged Swords”! On this week's podcast we discuss several “Double Edged Swords”. As you listen in on the conversation, you may want to evaluate your own situation to determine if you might be well served to seek a second opinion or a different perspective. Glenn is available for in person and Zoom meetings, simply give us a call at (336) 291-3535 to schedule some time 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.

Is it fact or fiction (or is it more complicated)? What's true in some cases is not necessarily true in other cases. This week we delve into a number of retirement topics that sometimes have preconceived notions or misconceptions around them. As you listen in, think about your situation – you might just have a few “Aha Moments”. Want to talk with Glenn about your retirement? Give us a call at (336) 291-3535 to schedule some time or simply 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.

Do you know the difference between crisis and opportunity? This may sound like a CRAZY question, but sometimes there is a fine line between these two seemingly polar opposites. This week we explore some very interesting opportunities to turn lemons into lemonade. If you'd like to talk with Glenn about your retirement simply give us a call at (336) 291-3535 to schedule some time 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.

Is your current plan (or lack of plan) leaving you unknowingly and unnecessarily exposed? On this week's podcast we discuss a variety of topics that are sometimes unplanned for or under planned for that could leave your retirement exposed to far greater risk than you ever thought possible. Give us a call at (336) 291-3535 to schedule some time with Glenn to review your retirement plans 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.

Do you have a pension? Do you wish you had one? This week we discuss a variety of questions that come up when thinking about pensions and the decisions that need to be made regarding pensions. If you'd like to talk with Glenn about your retirement simply give us a call at (336) 291-3535 to schedule some time 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.

Just about everyone has been told . . . “I have good news and bad news, which do you want first?” This week we compare and contrast retirement “Good News . . . Bad News” scenarios that could make you stop and think. Give us a call at (336) 291-3535 to schedule some time with Glenn or 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.

Every so often we take a step back and discuss questions that come up when thinking about retirement planning. As you listen in this week, consider your own situation and circumstances – you might just discover a new way of thinking that provides new insights to your personal Retirement Roadmap. If you'd like to talk with Glenn about your retirement simply give us a call at (336) 291-3535 to schedule some time 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.

What would you be looking for if you were looking to elect a retirement advisor? On this week's podcast we explore this question. What characteristics, philosophies, and strategies are important to find in a retirement advisor? If it were time for an election, who would get your vote? If you'd like to talk with Glenn about your retirement plans simply give us a call at (336) 291-3535 to schedule some time 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.

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.

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.