The Retirement Roadmap Podcast

401K Rollovers

 
To Rollover or Not to Rollover – that is the question! If you are considering a Rollover of your retirement account there are a number of factors to consider. This week we take some time to discuss critical questions to ask and important points to consider when it comes to 401(K) Rollovers. Take a few minutes and join us to review important aspects of rolling over a retirement account. The choices you have on your Retirement Roadmap can make a big difference to your financial future.
 
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.

Counter-Intuitive Financial Guidance

 
Things are not always what they seem. It's important to realize this in all phases of life, but it's especially important to understand this when it comes to your financial and retirement planning. On this week's podcast we discuss a number of financial scenarios that may be a bit counter-intuitive. Join us for a few minutes and evaluate whether or not there might be a few places on your Retirement Roadmap that might need some review from a different perspective.
 
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.

The Silent Killer . . . Inflation

 
Virtually everyone understands that inflation causes the cost of living to increase over time and that inflation tends to erode your buying power over time. The challenge of combating the effects of inflation on your retirement nest egg can be difficult when you're also looking to lower you exposure to risk. Take a few minutes to listen in on our conversation as we discuss strategies you can use to fight inflation. It's important that your Retirement Roadmap has the ability deal with the long term effects of “The Silent Killer . . . Inflation”.
 
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 Know...?

 
There are a number of critical questions to be answered when planning your retirement and many of them might start with “How Do You Know ________ ?”. Join us this week as we take some time to discuss how you can begin determining the answers to some of the critical "How Do You Know" questions. It's always a good idea to make sure you stay on track with your retirement goals and that your 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 FAQS

 
There are a number of questions surrounding retirement and like most areas of life there are rarely one size fits all answers that are best for everyone. This week we discuss several of these questions and a variety of different circumstances that may call for a variety of different answers. Your Retirement Roadmap is unique and how you answer certain questions can play a critical role in your ultimate destination. Join us a few minutes to review some Retirement FAQs!
 
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 Planning & Future Generations

 
Are your children and grandchildren part of your current or future financial plans? What legacy do you want to leave? As you can image, the answers to these questions can vary depending upon who you ask! On this week's podcast we discuss a variety of financial scenarios that sometimes happen with future generational planning. Who knows, you might gain some insights and end up making a few different stops on your Retirement Roadmap after listening in on our conversation.
 
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.

Distracted Investor Awareness

 
Are you staying focused? As you know, sometimes in life you can end up getting distracted which can create challenges when it comes to following your retirement plans. This week we discuss how folks sometimes get off course. Listening in on our conversation might just give you some insights to your retirement journey and the stops you make 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.

Four Things Everyone Should Know About Retirement

 
How you plan your retirement is critical to your financial well being. There are certain things that everyone should know about planning for retirement. This week we take a little time to discuss four specific topics that are important to retirement planning. Listen in on our conversation as we discuss these important “need to knows”. Let us help you develop a Retirement Roadmap designed to keep you on track as you travel your personal retirement journey.
 
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.
 

His & Hers Retirement Planning

 
Are you and your spouse on the same page when it comes to retirement? It takes two to tango and it's important to be working as a team when it comes to your retirement planning. Join us for a few minutes to review some of the keys to working together and coordinating your retirement plans. It's critically important to make sure you and your spouse have the same Retirement Roadmap. Make sure you take the time to design your retirement - it should be the exciting chapter of life that you've always imagined!
 
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.
 

Keeping It Simple

 
Has your retirement plan become too complicated? There are a number of reasons why retirement planning sometimes becomes overwhelming or overly complicated. Take a few minutes to ask yourself whether it's time to take a step back and review your plans. Join us this week as we discuss some of ways retirement planning becomes more complex then it needs to be and ways to “keep it simple”. Your Retirement Roadmap should lead you on a fun and exiting journey, so take the time to clear your path from unnecessary complications and detours.
 
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.