Mistakes Couples Make

Episode 246 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Mistakes Couples Make" was published on November 13, 2021 and runs 20 minutes.

November 13, 2021 ·20m · The Retirement Roadmap Podcast

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Summary

“Oops!” is not what you want to say when it comes to important financial decisions. On this week's episode we discuss a variety of mistakes that are sometimes made by couples. As you listen in, think about your own situations and decisions you may have made or will be making in the future. Have questions? Glenn is available for in person and Zoom meetings 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 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

“Oops!” is not what you want to say when it comes to important financial decisions. On this week's episode we discuss a variety of mistakes that are sometimes made by couples. As you listen in, think about your own situations and decisions you may have made or will be making in the future. Have questions? Glenn is available for in person and Zoom meetings 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 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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