Bad Financial Product? episode artwork

EPISODE · Jun 3, 2020 · 14 MIN

Bad Financial Product?

from The Retirement Roadmap Podcast · host Glenn Mosseller

Are there “Good” or “Bad” financial products? Perhaps, although you may find that the answer is in the eye of the beholder. What's good for one person or couple might be bad for another person or couple. Tune in this week as we discuss a number of situations and products. You might just discover a nuance that could shift your thinking and possibly solve a lingering problem. To discuss your situation with Glenn simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to schedule some time. Glenn is available for both in person and virtual meetings. Click the “Share” button to 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.

Are there “Good” or “Bad” financial products? Perhaps, although you may find that the answer is in the eye of the beholder. What's good for one person or couple might be bad for another person or couple. Tune in this week as we discuss a number of situations and products. You might just discover a nuance that could shift your thinking and possibly solve a lingering problem. To discuss your situation with Glenn simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to schedule some time. Glenn is available for both in person and virtual meetings. Click the “Share” button to 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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Bad Financial Product?

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Are there “Good” or “Bad” financial products? Perhaps, although you may find that the answer is in the eye of the beholder. What's good for one person or couple might be bad for another person or couple. Tune in this week as we discuss a number of...

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