Preparing Your Financial House For Retirement

Episode 192 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Preparing Your Financial House For Retirement" was published on October 14, 2020 and runs 20 minutes.

October 14, 2020 ·20m · The Retirement Roadmap Podcast

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Summary

Building a financial plan is a little like building a house. On this week's podcast, we utilize this analogy to help you visualize your financial plan. Your house or plan needs a foundation, walls, roof, etc. As you listen in, think about whether or not your financial house is built to last or whether it might need a little “fix up”. Want to talk with Glenn about your financial house? Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. Glenn's available for in person or virtual meetings. As always, 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

Building a financial plan is a little like building a house. On this week's podcast, we utilize this analogy to help you visualize your financial plan. Your house or plan needs a foundation, walls, roof, etc. As you listen in, think about whether or not your financial house is built to last or whether it might need a little “fix up”. Want to talk with Glenn about your financial house? Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. Glenn's available for in person or virtual meetings. As always, 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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