The Retirement Roadmap Podcast

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.

“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.

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.

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.

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.

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.

"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.

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.

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.

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.