The Retirement Roadmap Podcast

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.

Best Intentions Bad Advice

To whom are you listening? Have you ever had a conversation with “Bob At The Water Cooler” . . . a friend or maybe a relative about your finances? Has “Bob” ever given you advice? On this week's podcast we discuss how sometimes those with the best intentions may inadvertently give advice that might not be right for the person they are trying to help. It's very important to understand that what's good advice for some might not be right for others. Remember, if you'd like some guidance as you travel along the Retirement Roadmap, you can 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.

Coronavirus Update

As you know, the Coronavirus has created disruptions and difficulty all across the globe. On this week's podcast we take some time to discuss disruptions and changes folks are experiencing in everyday life, as well as, the state of the economy and retirement plans. As you listen in on our conversation, we hope you gain some insights that will help you deal with the impact of the Coronavirus. If you'd like to discuss your plans or situation, simply give us a call or visit ScheduleSomeTime.com to schedule some time with Glenn. Glenn is available for both in person and virtual meetings. As always, please feel free 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.

Financial Crosswords

Do you like crossword puzzles? I hope so, because on this week's podcast we discuss how putting together a financial or retirement plan can be like a crossword puzzle. Listen in on our conversation as we discuss a number of “Financial Crossword” strategies to address a variety of financial and retirement challenges. Everyone has a different financial puzzle to solve. If you'd like to discuss yours or you'd like a second opinion, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com. Glenn is available for in person or virtual meetings. Remember to share The Retirement Roadmap 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.

Financial Truths

In many cases when it comes to financial and retirement planning questions the answer often starts with “It Depends . . .”. However there are some things that can be considered “Financial Truths” - the topic of this week's podcast. Listen in on our conversation as we delve into and explore a number of “Financial Truths” and examine possible strategies. If you'd like to discuss your plans, simply give us a call or visit GreensboroRetirement.com to schedule some time with Glenn. Glenn is available for both in person and virtual meetings. If you enjoy The Retirement Roadmap Podcast . . . Please remember to share it 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.