The Retirement Roadmap Podcast

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.

Famous Last Words

Watch out for “Famous Last Words”!!! We've all seen movies where one of the characters unwittingly utters the “Famous Last Words”. You may have even joked about “Famous Last Words” with friends and family. On this weeks podcast we discuss how this may apply on a more serious note to your finances and your retirement. Tune in, you might just discover a few helpful insights that provide valuable guidance as you navigate 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.

Seemingly Easy Retirement Questions

Sometimes there is “more to it then meets the eye”. On this week's podcast we take a little time to delve into a few retirement questions that can be more complicated then many people might think. Take a little time and listen in on our conversation as we dig a little deeper into these questions and topics. We're here to help you on your personal journey along the Retirement Roadmap. So give us a call and we'll schedule some time to get together.
 
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.

Conventional Wisdom . . .

Is it always wise to follow “Conventional Wisdom”? General rules are just that . . . they are general. As you look back over your life experiences you can find examples when general rules or “Conventional Wisdom” may have lead you astray in certain situations. On this week's podcast we explore some situations that might call for thinking a little differently. We hope you enjoy this week's podcast and let us know how we can help you as you travel along 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.

What Is “Safe Money”?

What is meant by the term “Safe Money”? Do you have some “Safe Money” in your retirement plan? How much risk do you have in your retirement plan? This week we delve into this subject and discuss different applications of “Safe Money” and how different strategies can provide opportunities to hedge some of the risks that come up in the retirement years. Listen in and let us know how we can help you develop 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.

When Is It Safe To Retire?

In approaching retirement this question becomes very important to answer and to make sure it's answered correctly! To make sure you “get it right”, there are a number of additional questions and considerations to evaluate. Sit back relax and listen in on this week's conversation. We're here to help you successfully plan and navigate your Retirement Roadmap. Let us know how we can help!
 
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.

Retirement Realities

Sometimes reality turns out to be different than what you might imagine. Like other areas of life, most people have certain conceptions of retirement which may or may not be the reality. As you listen to the podcast this week, you may be surprised by a few things you hear! We're here to help you design your Retirement Roadmap into the reality you desire. Let us know how we can help!
 
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.

5 Common Pain Points

There are certain issues that can create “pain points” when retirees and pre-retirees think about their retirement plans. Unfortunately, human nature leads many people to ignore or put off dealing with challenging issues. Take a few minutes to listen in on our conversation as we discuss 5 of the most common "pain points" that may deserve your attention. Make sure you don't let these “pain points” take your Retirement Roadmap on a dangerous detour.
 
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.