Financial Crosswords

Episode 165 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Financial Crosswords" was published on April 16, 2020 and runs 22 minutes.

April 16, 2020 ·22m · The Retirement Roadmap Podcast

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Summary

Do you like crossword puzzles? I hope so, because on this week's podcast we discuss how putting together a financial or retirement plan can be like a crossword puzzle. Listen in on our conversation as we discuss a number of “Financial Crossword” strategies to address a variety of financial and retirement challenges. Everyone has a different financial puzzle to solve. If you'd like to discuss yours or you'd like a second opinion, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com. Glenn is available for in person or virtual meetings. Remember to share The Retirement Roadmap 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

Do you like crossword puzzles? I hope so, because on this week's podcast we discuss how putting together a financial or retirement plan can be like a crossword puzzle. Listen in on our conversation as we discuss a number of “Financial Crossword” strategies to address a variety of financial and retirement challenges. Everyone has a different financial puzzle to solve. If you'd like to discuss yours or you'd like a second opinion, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com. Glenn is available for in person or virtual meetings. Remember to share The Retirement Roadmap 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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