EPISODE · Feb 25, 2020 · 16 MIN
Financial Bias
from The Retirement Roadmap Podcast · host Glenn Mosseller
To whom are you listening and is their advise in your best interest? Always be on the look out for “Financial Bias”. It's important to understand that much of what you may hear and read is general information intended for the masses and your situation may well call for something different. As you listen in this week, take note of some of the distinctions that could make a world of difference when making financial decisions as you travel the Retirement Roadmap. 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.
What this episode covers
To whom are you listening and is their advise in your best interest? Always be on the look out for “Financial Bias”. It's important to understand that much of what you may hear and read is general information intended for the masses and your situation may well call for something different. As you listen in this week, take note of some of the distinctions that could make a world of difference when making financial decisions as you travel the Retirement Roadmap. 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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Financial Bias
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