Finding The Right Advisor

Episode 224 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Finding The Right Advisor" was published on June 9, 2021 and runs 19 minutes.

June 9, 2021 ·19m · The Retirement Roadmap Podcast

0:00 / 0:00

Summary

Making sure you have the right advisor is critically important when it comes to the retirement years. Taking withdraws from your retirement nest egg comes with a set of risks that that you don't really face when saving for retirement. Are you 100% sure you have plans in place for dealing with market volatility, tax management, health and possible long term expenses or do you have some doubt? If you'd like to talk with Glenn about your retirement just 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

Making sure you have the right advisor is critically important when it comes to the retirement years. Taking withdraws from your retirement nest egg comes with a set of risks that that you don't really face when saving for retirement. Are you 100% sure you have plans in place for dealing with market volatility, tax management, health and possible long term expenses or do you have some doubt? If you'd like to talk with Glenn about your retirement just 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.

Share this episode

Similar Episodes

116) If Starting a Business Sounds "Too Complicated" Listen to This

Apr 10, 2026 ·63m

Matt's Markets on the Move Q1: April 2026

Apr 8, 2026 ·30m

101: Financial Planning Tools & Strategies For Every Stage of Life with Chris Willis

Apr 8, 2026 ·33m

100: The Most Important Lessons We've Learned After 20+ Years of Financial Planning

Mar 18, 2026 ·39m

115) The Trip That Changed My Life: My Digital Nomad Origin Story

Mar 12, 2026 ·66m

099: Smart College Planning Strategies for Parents and Grandparents with Laura Russo

Mar 4, 2026 ·42m

Similar Podcasts

Digital Nomad Life Podcast ChristabellaTravels This podcast is for the dreamers who feel stuck in a life that looks good on paper but feels wrong in their heart. It is for the people who know they were meant for more than fluorescent lights, two weeks of vacation, and waiting for retirement to finally feel free.Welcome to the Digital Nomad Life Podcast, hosted by long-time digital nomad and online business & career coach, @Christabellatravels If you have ever wondered how to turn your skills, interests, or personality into income, dive into the free training: 5 Steps to Work From Wherever. In 90 minutes, you will:- learn how to choose a profitable direction based on what you already know- get a roadmap for the 1st steps you must take to walk into your life of freedom- get clear on what your dream life looks and feels like Access it here:📺 www.digitalnomadlifeacademy.com/biztraining Retirement Road Map Derek Gregoire, Keith Ellis, and Matthew Peck Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trademarked Retirement Road Map is a holistic planning process that focuses on the 5 key areas of retirement planning: Income planning, investment planning, tax planning, health care planning, and legacy planning. The Retirement Road Map is your guide to financial freedom and will prepare you for the retirement you've always dreamed of and deserve! Mark Fricks - The Road Less Traveled Mark Fricks Federal Employees - The Retirement Road Less Traveled with Financial Adviser and Federal Employee Advocate Mark Fricks. Mark Shares the mission behind the 2nd edition of The Book "The Road Less Traveled." This is a Financial Roadmap for Federal Employees seeking a secure retirement. The Retirement Tax Podcast Steven Jarvis and Benjamin Brandt The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.

URL copied to clipboard!