Awkward Conversations episode artwork

EPISODE · Nov 26, 2019 · 16 MIN

Awkward Conversations

from The Retirement Roadmap Podcast · host Glenn Mosseller

Let's face it, when discussing finances there are certain topics that can create “Awkward Conversations”. We also know that it's very easy to make big mistakes when important topics are avoided or are not addressed. Tune in this week as we discuss a number of challenging yet important subjects that are often put off or totally avoided by many. Let us know how we can help you address the difficult topics and “Awkward Conversations” that you know in your heart of hearts are critical to your financial future. We're here to help!   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.

Let's face it, when discussing finances there are certain topics that can create “Awkward Conversations”. We also know that it's very easy to make big mistakes when important topics are avoided or are not addressed. Tune in this week as we discuss a number of challenging yet important subjects that are often put off or totally avoided by many. Let us know how we can help you address the difficult topics and “Awkward Conversations” that you know in your heart of hearts are critical to your financial future. We're here to help!   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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Awkward Conversations

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This episode is 16 minutes long.

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This episode was published on November 26, 2019.

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Let's face it, when discussing finances there are certain topics that can create “Awkward Conversations”. We also know that it's very easy to make big mistakes when important topics are avoided or are not addressed. Tune in this week as we discuss a...

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