Are You Flirting With Disaster?

Episode 219 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Are You Flirting With Disaster?" was published on May 6, 2021 and runs 20 minutes.

May 6, 2021 ·20m · The Retirement Roadmap Podcast

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Summary

Is your current plan (or lack of plan) leaving you unknowingly and unnecessarily exposed? On this week's podcast we discuss a variety of topics that are sometimes unplanned for or under planned for that could leave your retirement exposed to far greater risk than you ever thought possible. Give us a call at (336) 291-3535 to schedule some time with Glenn to review your retirement plans or 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 Description

Is your current plan (or lack of plan) leaving you unknowingly and unnecessarily exposed? On this week's podcast we discuss a variety of topics that are sometimes unplanned for or under planned for that could leave your retirement exposed to far greater risk than you ever thought possible. Give us a call at (336) 291-3535 to schedule some time with Glenn to review your retirement plans or 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.

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