The Retirement Roadmap Podcast

Settle The Debate

It's no secret that a number of financial topics sometimes create debate and disagreement. This week we delve into a few of these topics and discuss different perspectives that you may not have considered. You might just be surprised to discover that after evaluating some nuances you could end up changing your mind about a few things you believed to be true. Take a few minutes to join the podcast and evaluate whether or not your personal Retirement Roadmap might need to take a slight 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.

You’ve Lost That Financial Feeling

As we all know, there are times when folks become emotional about certain topics in their financial lives. On the podcast this week we discuss a few of these topics and how different people react, respond and think about them. Listen in on our conversation as we review important points to consider. Remember, there's nothing wrong with experiencing your emotions – just make sure that when it comes to making important financial decisions you base your Retirement Roadmap on the important critical facts that matter the most.
 
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.

Overlooked Retirement Expenses

One of the biggest challenges in retirement is income planning and of course, income and expenses go hand in glove. So on the podcast this week we take a little time to discuss a few overlooked expenses that come up in retirement. Take a few minutes to listen in as we delve into the importance of staying aware of these critical expenses that are sometimes forgotten. You always want to make sure your Retirement Roadmap doesn't have overlooked detours that lead you astray.
 
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.

Complications Of Early Retirement

It's not uncommon for folks to sometimes think about and start asking questions about an early retirement. It can sound exciting, but is it realistic? This week we take a little time to review some of the critical points to consider if you are really beginning to think about early retirement. Listen in on our conversation as we discuss some of the key points to evaluate. It's wise to make sure you are prepared before you start traveling 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.

Retirement Is More Than Just Investments Part 2

Welcome back to “Retirement Is More Than Just Investments”! This week we continue our conversation and delve into additional considerations of holistic retirement planning. Take a few minutes to listen in on our discussion as we review several more aspects to retirement planning that just might provide enhanced pathways for 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.

Retirement Is More Than Just Investments

When thinking about and planning for retirement it's important to remember that there are many pieces to the retirement puzzle and that there is more to consider than just your investments. There are 3 phases of your financial planning for retirement – accumulation, preservation, and distribution. Over the next two weeks we will be taking some time to discuss how these financial phases of life integrate with your entire retirement plan and why maintaining balance in all areas of life is so important. Tune in and evaluate whether or not your Retirement Roadmap is taking you in the right direction.
 
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.

In The News

As you know, it's important to stay current in today's fast moving world. This week we take some time to examine a few topics that have popped up in the headlines recently. Take a few minutes and join us as we discuss the topics of the day. Having a better understanding of what's going on in today's financial world can make a difference for 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.

Important Terms To Know

When it comes to financial and retirement planning it's important to know and understand a number of important terms. This week we take a little time to review some terms that are not necessarily understood by all retirees and soon to be retirees. Take a few minutes to listen in on our discussion of these need to know terms. It's critical that as you travel the Retirement Roadmap you can make informed decisions and understanding certain terms is of utmost importance.
 
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.

More Retirement Questions

Welcome Back!!! This week we continue our conversation and exploration of a variety of retirement topics and questions. Listen in on our discussion of these important retirement questions. Let's face it, it never hurts to take another look at your retirement plans to determine whether or not your personal Retirement Roadmap is leading you to your desired destination.
 
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 Questions

When thinking about and planning for retirement, many questions come to mind. Since everyone's situation is a little different, it makes sense that not everyone will have the same questions. So over the next two weeks we will be talking about a variety of retirement topics. Take a few minutes to listen in as we discuss a wide range of important retirement questions – who knows, you might just gain a few insights and enhance 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.