Summer Vacation & Retirement

Episode 124 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Summer Vacation & Retirement" was published on June 19, 2019 and runs 15 minutes.

June 19, 2019 ·15m · The Retirement Roadmap Podcast

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Summary

"If you don't know where you're going how will you get to where you want to go?” Everyone who has ever taken a summer vacation knows that if you don't make plans, it's very likely that your trip can end up taking a few undesirable turns. This is also true in retirement. This week we discuss some of the interesting similarities between planning a summer vacation and planning your retirement. As you listen in, you might find some interesting parallels that can help you navigate your Retirement Roadmap. 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

"If you don't know where you're going how will you get to where you want to go?” Everyone who has ever taken a summer vacation knows that if you don't make plans, it's very likely that your trip can end up taking a few undesirable turns. This is also true in retirement. This week we discuss some of the interesting similarities between planning a summer vacation and planning your retirement. As you listen in, you might find some interesting parallels that can help you navigate your Retirement Roadmap.

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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