The Retirement Roadmap Podcast

Building a financial plan is a little like building a house. On this week's podcast, we utilize this analogy to help you visualize your financial plan. Your house or plan needs a foundation, walls, roof, etc. As you listen in, think about whether or not your financial house is built to last or whether it might need a little “fix up”. Want to talk with Glenn about your financial house? Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and 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.

It can be overwhelming and confusing when you hear conflicting ideas or concepts, especially when there seems to be validity to both or all of them. Sometimes it's not this or that. Sometimes it's this and that. On this weeks podcast we discuss a few conflicting ideas in the financial world. Glenn is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. 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.

It goes without saying that everyone wants to enjoy a successful retirement. Unfortunately, this doesn't happen automatically. So on this week's podcast we discuss some things to watch out for that could end up derailing your retirement. Want to talk with Glenn about your plans? Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and 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.

Unfortunately, it's not uncommon for retirees or soon to be retirees to base their plans on false assumptions or false premises. On this week's podcast, we explore a number of topics and questions that you may find quite helpful in planning your retirement. If you've wondering about your situation and 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.
 

It's an unpleasant topic, but it's virtually inevitable for married couples. As you listen in to our conversation, think about your situation and the planning (or lack of planning) that you have done to address what happens when a spouse dies. If you've wondering about your situation and 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.

Do you have a plan in place? Are your accounts positioned in such away that you will be OK regardless of what the markets might do in the future? Take a few minutes to listen in on this week's podcast as we discuss these and other questions. If you've wondering about your situation and 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.

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.

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.

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.

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.