The Retirement Roadmap Podcast

Planning With Urgency

There are some things that you can take your time with and others that require URGENCY. On this week's podcast we discuss a variety of planning issues that might demand a sense of urgency and ways that you could actually prepare for the possibly of some these situations before they even happen. Take a few minutes to join us and as you listen for new insights you may discover a few distinctions that could help you along the Retirement Roadmap. Let us know how we can help and always feel free to share our podcast with your friends 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.

Portfolio Disasters

It goes without saying that everyone wants things to turn out well and retirement planning is typically way up on the priority list! On this week's podcast we discuss a number of “Portfolio Disasters” and strategies to help you avoid them. Listen in on our conversation as we look to provide you with valuable insights and as always let us know how we can help you in navigating your personal Retirement Roadmap.
 
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.

How Do You Define “Financial Security”?

As we all know, there are many ways to define “Financial Security”. The main questions are how do you define it and how can you achieve it? On this week's podcast we explore these questions from a variety of perspectives and discuss different ways to find the illusive answers. Listen in for a few minutes and explore your own feelings and beliefs about “Financial Security”. Reach out and let us know how we can help as you make your way along the Retirement Roadmap.
 
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.

Financially Overrated

Several weeks ago we discussed a number of things that could be considered “underrated” in the financial world. So this week we are delving into a few things that might be considered “overrated”. As you listen in on this week's podcast you might just discover a few new distinctions or a few new perspectives that might just help you navigate your personal Retirement Roadmap. Feel free to share our podcast with your friends and colleagues and as always, let us know how we can be of service.
 
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 Fake News

“Fake News!” has become a term that is often heard in today's culture. So on this week's podcast we discuss a few headlines and topics that might be characterized as “Financial Fake News”. As you listen in you might just find yourself discovering new perspectives on topics that impact you and your journey along the Retirement Roadmap.
 
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 Questions

Making the transition from the working years to the retirement years is a transition that comes with many questions. On this week's podcast, we take some time to explore a number of these important questions on the podcast. Take a few minutes to listen in as we do our best to give you some valuable insights into successfully making this important transition as you travel along the Retirement Roadmap.
 
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.

Financially Underrated

As we all know, there are a variety of things that are overrated and underrated in many areas of life. On the podcast this week, we discuss a number of things that are often underrated regarding finances and retirement. As you listen in for insights, we invite you to share our conversation with your friends and colleagues and let us know how we can help you navigate your Retirement Roadmap.
 
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 Proverbs

There are many Proverbs that we know and find helpful in many areas of life. Join us and listen in on this week's podcast as we discuss how a number of well known Proverbs have applications to the world of finance and retirement planning. As you know, we're here to help, so reach out and let us know how we can assist you on your journey along the Retirement Roadmap.
 
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.

Stuck On Financial Decisions

Let's face it, making decisions can be difficult. Making big financial decisions can be almost paralyzing. On this week's podcast we explore the decision making process and some of the bigger decisions that can cause people to get “stuck”. We invite you to listen in on our conversation and hope you discover valuable insights that help you navigate your personal journey along the Retirement Roadmap.
 
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.

Summer Vacation & Retirement

"If you don't know where you're going how will you get to where you want to go?” Everyone who has ever taken a summer vacation knows that if you don't make plans, it's very likely that your trip can end up taking a few undesirable turns. This is also true in retirement. This week we discuss some of the interesting similarities between planning a summer vacation and planning your retirement. As you listen in, you might find some interesting parallels that can help you navigate your Retirement Roadmap.
 
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.