The Retirement Roadmap Podcast

The Financial Dictionary

There are a number of financial terms that are not commonly used elsewhere that sometimes cause confusion. This week we open the “financial dictionary” to discuss what some of these terms mean and help to put them in context. As you listen in, you may want to take note of these terms and determine how they may apply to you. If you'd like to talk with Glenn about your plans, it's easy to schedule some time with him. He's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. 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.

What Can Mark Twain Teach Us About Finances?

Mark Twain had a way of saying things that can make you stop and think. Listen in on our conversation as we examine some famous Mark Twain quotes to see how they might relate to a number of financial questions. Who knows . . . you might just discover an important insight or two! If you'd like to talk with Glenn about your plans, it's easy to schedule some time with him. He is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. 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.

Investing Like A Genius

What are the characteristics of “Genius” and can these characteristics be applied to the decisions you make when it comes to your money and your retirement or investment accounts? This week we take some time to discuss these and other questions. Would you like to talk with Glenn about your plans? It's easy to schedule some time with him, Glenn is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. 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.

Saying One Thing But Doing Another

Are you saying one thing, but doing another? Is it possible that you might be guilty of this without even realizing it? As you listen in this week, you might be surprised to learn that it's not that uncommon for this to inadvertently happen. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. 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.

What Do You Think Of Dave Ramsey?

Just about everyone has heard of Dave Ramsey and he certainly has quite a following. On this week's podcast we discuss a number of his basic philosophies and whether or not his advise makes sense for everyone to follow. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. 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.

Pre Retiree Mistakes

What happens when decisions are made without the benefit of important information? Listen in on this week's podcast as we discuss important (and often overlooked) factors to consider when making big retirement decisions. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. 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.

Traditional vs Roth IRAs

Which IRA is best for you and your money? Should you have one or the other? Should you have both? Did you realize that if you're not careful, your IRA could cause your Social Security to become subject to taxation? This week we take some time to delve into these questions and examine possible unintended consequences of not having a tax diversified retirement plan. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. 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.

Questionable Financial Strategies

Does your financial plan rest on a solid foundation? Is your plan built to last or do you have some questionable financial strategies? Listen in on this week's podcast as we evaluate the possible ramifications of a number of financial strategies. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. 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 Some FAQs

Many people tend to have a number of similar questions which is why we often times refer to them as “Frequently Asked Questions”. However, the answers can vary significantly depending on individual circumstances. This week we discuss some of these questions and some of the considerations to evaluate when answering these questions. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. 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.

Have You Saved More Than Others Your Age?

It's never a good idea to try to “Keep Up With The Joneses”, yet it's probably not a bad idea to check in to see whether or not you're on track to save what you'll need for the retirement lifestyle you're hoping to enjoy. On this week's podcast we discuss different age groups and ways to determine whether or not you're on track. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. 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.