Are You Cutting Corners In Your Retirement Plan?

Episode 255 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Are You Cutting Corners In Your Retirement Plan?" was published on February 4, 2022 and runs 17 minutes.

February 4, 2022 ·17m · The Retirement Roadmap Podcast

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Summary

It happens! Let's face it, many savers are working hard to be as efficient as possible, however this can sometimes result in cutting corners that may not be helpful in the long run. This week we discuss 5 specific ways people might be cutting corners that might need to be reevaluated. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. 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 Description

It happens! Let's face it, many savers are working hard to be as efficient as possible, however this can sometimes result in cutting corners that may not be helpful in the long run. This week we discuss 5 specific ways people might be cutting corners that might need to be reevaluated. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. 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.

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