The Retirement Roadmap Podcast

Taking Care Of Family

 
There is nothing more important than family! How you plan for loved ones and how you plan your legacy is one of the most important parts of your financial plan. All too often folks don't take the essential steps needed to make sure their plans are in place. Are you 100% sure that your spouse, children and grandchildren will be taken care if something happens to you? Join us for a few minutes and listen in on our conversation. This could be one of the most important stops 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.

Universal Retirement Truths

 
There are a number of universal truths when it comes to retirement. These are important fundamental building blocks for retirement planning. All retirees and pre-retirees must make plans for many common financial challenges that need to be addressed in the retirement years. Take a few minutes to listen in as we discuss some of the “Universal Retirement Truths”. It might just 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.
 

Husbands and Wives

 
Are you on the same page as your spouse when it comes to money and retirement? It's not uncommon for husbands and wives to sometimes think and feel differently about a variety of issues that surround money. Listen in on our conversation for a few minutes as we discuss some of the differences that can come up from time to time for married couples as they try to stay on the same 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.
 

Social Security Myths

 
If what you thought to be true turned out not to be true, when would you want to know about it? There are a number of misconceptions about Social Security benefits and this week we explore a number of these questions. Join us for a few minutes and listen in on our discussion. You might just discover a few critical facts that help 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.

Financial Blind Spots

 
Do you have “Financial Blind Spots”? Retirees and pre-retirees have significantly different risks then those in the working or “accumulation” years. Have you addressed these risks? Do you know what these risks are or could they be in your “Blind Spots”? Join us this week as we discuss these “Blind Spots” 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.

Common Money Mistakes In Retirement

 
There are a number of common money mistakes that people make in retirement. This week we take a little time to discuss how to guard against making these critical mistakes. Take a few minutes to listen in on our conversation as we discuss actions you can take to protect yourself 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.

Answers To Common Questions

 
There are a number of common financial and retirement questions that come up from time to time and the answers are not always so obvious. Sometimes certain rules must be followed and there might not be an opportunity for a “do over”. This week we discuss answers to some of these common questions. Take a few minutes and listen in on our conversation. Chances are some of these questions may apply to your current situation or your future situations 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.

The “Pre-Flight” Checklist For Retirement

 
Are you ready? Every pilot goes through a checklist before they taxi down the runway to take off. When was the last time you reviewed your retirement checklist? This week we take a little time to review critical checklist items. Join us for our discussion to see if a review of your “Pre-Flight” checklist might be helpful on 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.
 

The ”Retirement Gridiron”

 
Often times the best way to learn is to relate to similarities in other common experiences. We are in the midst of football season, so this week we take a look at the lessons we can learn from the “Gridiron” and how we can apply them to retirement planning strategies. Listen in on our conversation to see how understanding the “Retirement Gridiron” can help you with 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.
 

Common Beneficiary Mistakes

 There are some common mistakes that are sometimes made when making legacy planning decisions. So this week we discuss some of these mistakes that could possibly become catastrophic and irrevocable if not corrected. Knowledge can be powerful, so take a little time and listen in as we review some common beneficiary mistakes that could impact 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.