The Retirement Roadmap Podcast

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.

Avoiding Critical Mistakes

It goes without saying that it's important to “Avoid Critical Mistakes”. On this week's podcast we discuss a number of potential mistakes and provide a number of perspectives that might just help you discover some valuable insights. 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.

Your Biggest Assets

Are you inadvertently neglecting some of the most important aspects of your biggest assets? This might sound like a strange question, yet it's not that uncommon. As you listen in on the podcast this week, you may find yourself in this very situation. Sometimes thinking about things in a slightly different way can make all the difference in the world. If you'd like to talk with Glenn about your retirement plans, he is available for both in person and 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.

Hidden Gems

It's no secret that what you focus on tends to expand and what you don't pay much attention to tends to become overlooked or forgotten. On this week's podcast we take some time to discuss some of the potential “Hidden Gems” that might be found hiding in plain sight within a retirement plan. As you listen in, think about your own retirement plans and whether or not you may have an overlooked “Hidden Gem” or two that may need some attention. To discuss your plans with Glenn simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com. Glenn is available for both in person and virtual meetings. 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.

Bad Financial Product?

Are there “Good” or “Bad” financial products? Perhaps, although you may find that the answer is in the eye of the beholder. What's good for one person or couple might be bad for another person or couple. Tune in this week as we discuss a number of situations and products. You might just discover a nuance that could shift your thinking and possibly solve a lingering problem. To discuss your situation with Glenn simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to schedule some time. Glenn is available for both in person and virtual meetings. 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.

Stages Of Retirement

Many things in life come in stages and retirement planning is certainly no exception. What stage are you in? How close are you to retirement? Maybe you're already retired, but you want to re-evaluate your plan. This week we take some time to discuss the Stages of Retirement. So tune in and if you'd like to schedule some time with Glenn, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com. Glenn is available for both in person and virtual meetings. 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.

Major Life Changes

There are some “Major Life Changes” that are predictable and some that can be completely unexpected. At these important times, it's critically important to understand your options and to make wise decisions. On this week's podcast we take time to review, discuss and evaluate the financial aspects of several “Major Life Changes”. If you'd like some guidance, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to schedule some time with Glenn. Glenn is available for both in person and virtual meetings. 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.

Do You Have A Financial GPS?

Let's face it, virtually everyone has had an unpleasant experience of taking a trip and getting lost. Fortunately for most, it all turned out okay in the end and maybe there's an entertaining story to tell about their adventure. However, getting off track or lost financially without having a financial GPS could result in something far more serious. This week we spend some time discussing some of the detours that sometimes happen and ways to help stay on track. If you'd like some guidance on your journey, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to schedule some time with Glenn. Glenn is available for both in person and virtual meetings. 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.

The Coronavirus, The CARES Act & Your Retirement Accounts

In these challenging times, the government has taken steps and enacted legislation designed to provide additional flexibility and access to retirement accounts. On this week's podcast, we discuss ways that the recently passed CARES Act addresses retirement accounts. Our objective is to provide a big picture overview and to encourage those who have been impacted by the coronavirus to explore all of their options prior to accessing their retirement accounts to meet current challenges. Click here for an overview of COVID-19 Retirement Account Relief. If you'd like some guidance, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to schedule some time with Glenn. Glenn is available for both in person and virtual meetings. 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.