The Retirement Roadmap Podcast
Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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Episodes
Wednesday Mar 13, 2019
Wednesday Mar 13, 2019
It's always a good thing to stay informed, however one of the biggest challenges is determining fact from opinion. This week we discuss this growing challenge in the world of personal finance and retirement planning. Take a few minutes to listen in on our conversation on what it means to be an informed consumer in 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.
Wednesday Mar 06, 2019
Wednesday Mar 06, 2019
Retirement is a phase of life that is different than all the rest. This week we explore 5 mindsets that can be dangerous to having a successful retirement. We all know that your mindset can have a significant impact on your behavior and your actions. Listen in on our conversation as we reveal a number of things to be aware of and to think about as you travel 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.
Wednesday Feb 27, 2019
Wednesday Feb 27, 2019
Everyone has thoughts about being retired, however living in retirement is sometimes times a little different then what was anticipated. Often times a few details of daily living are forgotten about or missed. This week we review a number of these “little missed details” - listen in on our conversation and make sure you're not overlooking important details as you travel along 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.
Wednesday Feb 20, 2019
Wednesday Feb 20, 2019
We all hope for a long healthy and prosperous life. On this weeks podcast we talk about life expectancy, health care costs and making your money last. Listen in on our conversation as we discuss some of the challenges that come with longer life expectancy, as well as some of the strategies to help solve these challenges of traveling 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.
Wednesday Feb 13, 2019
Wednesday Feb 13, 2019
When it comes to financial matters there are often many variables to consider, which can create “Shades of Grey”. In other words, not all situations are clear cut or “Black & White”. This week we explore situations and scenarios that have different variables to be considered - which can lead to various conclusions. Listen in on the conversation as we explore different paths 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.
Wednesday Feb 06, 2019
Wednesday Feb 06, 2019
As we often say on the podcast - “There Are No One Size Fits All” solutions when it comes to personal finances. This week we explore a variety of “What If . . .” scenarios and how different people and different circumstances might have different answers and responses to similar scenarios. Listen in on our conversation as we discuss some common “What If's” that sometimes come up 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.
Wednesday Jan 30, 2019
Wednesday Jan 30, 2019
It's always good to thing to take a look at topics that are “In The News”. This week we look at a couple of issues that are currently being discussed across the country. One of the topics we focus on this week is the National Debt and how it could possibly effect your retirement and your retirement planning. So tune in to hear our discussion of a few topics of the day – you might just get a some insights that help you along 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.
Wednesday Jan 23, 2019
Wednesday Jan 23, 2019
Is your advisor serving your best interest? This may be the most important question you can ask when working with an advisor. This week on the podcast, we explore a number of questions and potential “Red Flags” to watch out for when it comes to working with a financial advisor. It's wise to make sure that any advisor you work with is helping you to improve your journey along 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.
Wednesday Jan 16, 2019
Wednesday Jan 16, 2019
There are a number of questions that retirees and pre-retirees find themselves wondering about – so this week we examine and discuss some of these questions. Take a few minutes to listen in on our conversation as we delve into important topics and ways to determine whether or not your Retirement Roadmap is leading you to your desired destinations.
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.
Wednesday Jan 09, 2019
Wednesday Jan 09, 2019
Do you ever get distracted in your financial life? In today's world there are many things that are vying for your attention, and many things that can distract you from your financial goals. On this week's podcast we explore some of the top financial distractions that can sometimes keep you from staying focused. There can be many twists and turns along the Retirement Roadmap, so make sure you stay alert and be ready for the distractions that can come your way.
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.