Put It Off?

Episode 243 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Put It Off?" was published on October 22, 2021 and runs 19 minutes.

October 22, 2021 ·19m · The Retirement Roadmap Podcast

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Summary

Does it ever make sense to put things off? This week we discuss a variety of financial topics and the timing around those decisions. As you listen in, you may find yourself reevaluating your own situation and questioning whether or not some new decisions may be in order. 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

Does it ever make sense to put things off? This week we discuss a variety of financial topics and the timing around those decisions. As you listen in, you may find yourself reevaluating your own situation and questioning whether or not some new decisions may be in order. 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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