Stages Of Retirement

Episode 171 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Stages Of Retirement" was published on May 27, 2020 and runs 17 minutes.

May 27, 2020 ·17m · The Retirement Roadmap Podcast

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Summary

Many things in life come in stages and retirement planning is certainly no exception. What stage are you in? How close are you to retirement? Maybe you're already retired, but you want to re-evaluate your plan. This week we take some time to discuss the Stages of Retirement. So tune in and if you'd like to schedule some time with Glenn, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com. Glenn is available for both in person and virtual meetings. 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

Many things in life come in stages and retirement planning is certainly no exception. What stage are you in? How close are you to retirement? Maybe you're already retired, but you want to re-evaluate your plan. This week we take some time to discuss the Stages of Retirement. So tune in and if you'd like to schedule some time with Glenn, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com. Glenn is available for both in person and virtual meetings. 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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