“Oops, I Forgot About That!”

Episode 317 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "“Oops, I Forgot About That!”" was published on May 12, 2023 and runs 20 minutes.

May 12, 2023 ·20m · The Retirement Roadmap Podcast

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Summary

Are you planning for “unexpected” expenses in retirement? Sometimes people get completely taken by surprise and sometimes people know certain things could happen, yet they still fail to plan for the possibility of experiencing “unexpected” expenses. 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

Are you planning for “unexpected” expenses in retirement? Sometimes people get completely taken by surprise and sometimes people know certain things could happen, yet they still fail to plan for the possibility of experiencing “unexpected” expenses. 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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