Know Thyself

Episode 211 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Know Thyself" was published on March 12, 2021 and runs 19 minutes.

March 12, 2021 ·19m · The Retirement Roadmap Podcast

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Summary

Everyone tends to have certain ways they think about financial things. Are you aware of the way you think about things? Do you have biases that help you? Do you have biases that may actually be hurting you? On this weeks show we look to shed light on different philosophies regarding money questions. It's a time for self reflection and a time to consider different ways of thinking. Glenn is available for in person and Zoom meetings, so 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 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

Everyone tends to have certain ways they think about financial things. Are you aware of the way you think about things? Do you have biases that help you? Do you have biases that may actually be hurting you? On this weeks show we look to shed light on different philosophies regarding money questions. It's a time for self reflection and a time to consider different ways of thinking. Glenn is available for in person and Zoom meetings, so 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 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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