Fact or Fiction?

Episode 221 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Fact or Fiction?" was published on May 20, 2021 and runs 26 minutes.

May 20, 2021 ·26m · The Retirement Roadmap Podcast

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Summary

Is it fact or fiction (or is it more complicated)? What's true in some cases is not necessarily true in other cases. This week we delve into a number of retirement topics that sometimes have preconceived notions or misconceptions around them. As you listen in, think about your situation – you might just have a few “Aha Moments”. Want to talk with Glenn about your retirement? 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 Description

Is it fact or fiction (or is it more complicated)? What's true in some cases is not necessarily true in other cases. This week we delve into a number of retirement topics that sometimes have preconceived notions or misconceptions around them. As you listen in, think about your situation – you might just have a few “Aha Moments”. Want to talk with Glenn about your retirement? 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.

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