Santa’s Naughty or Nice Financial Guide episode artwork

EPISODE · Dec 15, 2023 · 18 MIN

Santa’s Naughty or Nice Financial Guide

from The Retirement Roadmap Podcast · host Glenn Mosseller

On the final episode for 2023 we explore Santa's “Naughty or Nice” financial guide. We hope you enjoy this year's Holiday Season and look forward to connecting again in 2024! Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. 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, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

On the final episode for 2023 we explore Santa's “Naughty or Nice” financial guide. We hope you enjoy this year's Holiday Season and look forward to connecting again in 2024! Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. 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, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

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Santa’s Naughty or Nice Financial Guide

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This episode was published on December 15, 2023.

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On the final episode for 2023 we explore Santa's “Naughty or Nice” financial guide. We hope you enjoy this year's Holiday Season and look forward to connecting again in 2024! Glenn is available for in person and Zoom meetings if you'd like to...

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