The Retirement Roadmap Podcast

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.
 

Eliminating Luck From The Retirement Equation

 
Do you really want to eliminate luck from the retirement equation? Well think about it . . . would you rather be relying on luck or a well designed retirement plan. Too many times retirees travel into the retirement years without a well designed retirement plan, which leaves a lot to chance or luck. It's been said that if you don't know where you're going, how will you know when you get there? Join us for a few minutes as we discuss things that you can do to help take luck out of the equation. When planning your travels along the Retirement Roadmap you are more likely to enjoy your 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.
 

The Financial Lies People Tell Themselves

 
How honest are you being with yourself? This week we examine some of the ways people deceive themselves when it comes to finances. It's important always be honest with yourself. This is especially true when it comes to important financial planning decisions. Listen in as we discuss important truths of financial and retirement planning. Let's face it, you don't want to find yourself on a dangerous detour 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.
 

The Retirement Grocery Store

 
Is it time to go to the “Retirement Grocery Store”? Making the transition from the working years to the retirement years may create the need to “go shopping”. For instance, during the working years your income plan is largely about your employment and going to work. However, the way you plan your retirement income can determine how much you are taxed and how long your retirement savings will last. Take a few minutes and tune in to our conversation. You just might learn a few ways to improve 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.

Technology & Financial Planning

 
How does the ever changing world of technology effect financial planning? New technology influences nearly every aspect of our lives, including financial planning. Take a few minutes to listen in as we discuss different ways technology can play a role in your finances 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.

In The News - March 2018

 
This week we spend a little time discussing some of the business headlines that are in the news and some things to look for in the economy. Be careful making snap judgments about what things mean – sometimes there is more to the story and sometimes you need to let the picture develop so to speak. Take a few minutes to listen in as we evaluate some of the headlines we are seeing in early 2018. Your Retirement Roadmap might be influenced by some of the events that are currently unfolding.
 
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.