Poking Fun At The Financial World

Episode 234 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Poking Fun At The Financial World" was published on August 20, 2021 and runs 21 minutes.

August 20, 2021 ·21m · The Retirement Roadmap Podcast

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Summary

Like any other industry, sometimes the financial services world can take itself a little too seriously. This week we poke fun at the financial industry and look to glean a few lessons by taking a different perspective. 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

Like any other industry, sometimes the financial services world can take itself a little too seriously. This week we poke fun at the financial industry and look to glean a few lessons by taking a different perspective. 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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