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EPISODE · Jun 30, 2021 · 22 MIN

3 Worlds of Money

from The Retirement Roadmap Podcast · host Glenn Mosseller

There are a number of different places or “Worlds” to position money or investments. On this week's podcast we answer a number of questions that are asked within 3 of these “Worlds”. Some of these questions you may have wondered about and some of these questions you may not have known to ask. If you have some questions for Glenn just give us a call at (336) 291-3535 to schedule some time or simply visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person and Zoom meetings. As always, please remember to click the “Share” button and share our podcast with friends, family and colleagues.   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.

Episode metadata supplied by the publisher feed · Published Jun 30, 2021

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3 Worlds of Money

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