Important Considerations When Working With An Advisor In Retirement

Episode 307 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Important Considerations When Working With An Advisor In Retirement" was published on February 24, 2023 and runs 13 minutes.

February 24, 2023 ·13m · The Retirement Roadmap Podcast

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Summary

What are you looking for in an advisor when you are approaching and living in retirement? In this episode we explore a variety of aspects to this fundamental question. As you listen in, think about your situation and evaluate how you are currently being served by your advisor. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to 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.

Episode Description

What are you looking for in an advisor when you are approaching and living in retirement? In this episode we explore a variety of aspects to this fundamental question. As you listen in, think about your situation and evaluate how you are currently being served by your advisor. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to 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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