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 May 03, 2017
Wednesday May 03, 2017
Join us this week as we discuss and explore How Couples Could "Screw Up" Retirement! We discuss mistakes that couples sometimes make that can have adverse consequences for their retirement plans. Take a few minutes to listen in on our conversation and find out if you are making wise choices with your retirement planning decisions.
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 Apr 26, 2017
Wednesday Apr 26, 2017
This week we discuss the 3 "Worlds" of Money. Where can you save or position your money? There are 3 basic places that most people utilize when they position their money to meet short, intermediate, and long term goals. These 3 "Worlds" have different pros and cons to consider - safety/risk, liquidity, growth potential, etc. Join us for a few minutes to listen and review the 3 "Worlds" of Money.
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.
Tuesday Apr 18, 2017
Tuesday Apr 18, 2017
Join us this week as we explore planning and achieving your retirement goals. What are your goals for retirement? How will you achieve them? You've spent a lifetime working and planning for your retirement. So take a few minutes to listen as we discuss how to make the most of this special time in life.
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 Apr 12, 2017
Wednesday Apr 12, 2017
This week week we discuss how retiring today is different than when your parents or grandparents retired. Take a few minutes to listen and determine whether or not you are considering all the things you need to think about when planning your retirement in today's world.
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 Apr 05, 2017
Wednesday Apr 05, 2017
This week we discuss the importance of having your own customized retirement plan. All too often pre-retirees and retirees end up with a one size fits all retirement plan. It's important to take into account the unique aspects of your goals and desires, as well as, your concerns. Your retirement plan should be customized to fit your needs and should be revisited from time to time as different aspects of life change. Join us for a few minutes to listen and evaluate whether or not you have a plan that is customized to fit your unique circumstances.
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 29, 2017
Wednesday Mar 29, 2017
This week we take a look at some bad assumptions that people sometimes make in retirement. Decisions are typically based on existing beliefs and assumptions. Problems can occur when important decisions are made on flawed assumptions. Take a few minutes to listen and determine whether or not you might be making some decisions based on bad assumptions.
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 22, 2017
Wednesday Mar 22, 2017
How well do you know yourself? This week we discuss "Spending Personalities". It's critically important to know your spending personality and your spending habits when thinking about your retirement income and spending plan. Take a few minutes to listen and reflect on your "Spending Personality".
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.
Thursday Mar 16, 2017
Thursday Mar 16, 2017
This week we discuss some of the most important parts of keeping your retirement on track. It's always a good idea to review the essential building blocks of what makes a successful retirement. Take a few minutes to listen and review your personal retirement plans.
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 08, 2017
Wednesday Mar 08, 2017
This week we discuss how risk and diversification are significantly different in the retirement years vs. the saving years. Often times retirees and pre-retirees have done well in learning the lessons of saving for retirement, but all too often they are missing critical facts and strategies for how to make their nest eggs last a lifetime. Take a few minutes to listen and stay informed.
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.
Thursday Mar 02, 2017
Thursday Mar 02, 2017
It's easy to get distracted with current events or short term market moves, so this week we discuss 5 important "Financial Commandments". Always remembering your long term goals and plans is critical throughout the retirement years. Join us as we take some time to discuss how to stay focused on your plans for a 20 to 30 year retirement.
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.