Pre-Retiree Questions

Episode 128 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Pre-Retiree Questions" was published on July 17, 2019 and runs 18 minutes.

July 17, 2019 ·18m · The Retirement Roadmap Podcast

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Summary

Making the transition from the working years to the retirement years is a transition that comes with many questions. On this week's podcast, we take some time to explore a number of these important questions on the podcast. Take a few minutes to listen in as we do our best to give you some valuable insights into successfully making this important transition as you travel along the Retirement Roadmap. 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

Making the transition from the working years to the retirement years is a transition that comes with many questions. On this week's podcast, we take some time to explore a number of these important questions on the podcast. Take a few minutes to listen in as we do our best to give you some valuable insights into successfully making this important transition as you travel along the Retirement Roadmap.

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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