Retirement Birthday “Trigger Points”

Episode 272 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Retirement Birthday “Trigger Points”" was published on June 3, 2022 and runs 20 minutes.

June 3, 2022 ·20m · The Retirement Roadmap Podcast

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Summary

As you approach and transition into retirement there are certain milestone birthdays that begin to open doors and others that mandate certain requirements. This week we discuss a number of these “Trigger Point Birthdays”. If you'd like to discuss you personal situation, 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 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

As you approach and transition into retirement there are certain milestone birthdays that begin to open doors and others that mandate certain requirements. This week we discuss a number of these “Trigger Point Birthdays”. If you'd like to discuss you personal situation, 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 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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