”Stuff” You Should Know

Episode 196 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "”Stuff” You Should Know" was published on November 11, 2020 and runs 19 minutes.

November 11, 2020 ·19m · The Retirement Roadmap Podcast

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Summary

There are a number of financial “things” that are important to know, but are not necessarily common knowledge. As you listen in this week, you may discover a few things that you may want to evaluate somewhat differently than you have in the past. Getting a second opinion or doing some analysis might be worthwhile. If you'd like to discuss your retirement plans with Glenn, he's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. 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

There are a number of financial “things” that are important to know, but are not necessarily common knowledge. As you listen in this week, you may discover a few things that you may want to evaluate somewhat differently than you have in the past. Getting a second opinion or doing some analysis might be worthwhile. If you'd like to discuss your retirement plans with Glenn, he's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. 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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