The Financial ”Red Zone”

Episode 258 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "The Financial ”Red Zone”" was published on February 25, 2022 and runs 15 minutes.

February 25, 2022 ·15m · The Retirement Roadmap Podcast

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Summary

Football fans are familiar with the “Red Zone”. In this week's episode, we use this analogy to discuss the transition to retirement. As you listen in, you may have a few insights that could lead to a few important realizations. 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 and 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

Football fans are familiar with the “Red Zone”. In this week's episode, we use this analogy to discuss the transition to retirement. As you listen in, you may have a few insights that could lead to a few important realizations. 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 and 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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