Three Qualities Of Money
Episode 206 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Three Qualities Of Money" was published on February 3, 2021 and runs 19 minutes.
February 3, 2021 ·19m · The Retirement Roadmap Podcast
Summary
What do you want your money to do for you? This week we talk about 3 different qualities that money can have and what types of financial products or investments have these qualities. As you listen in, think about your own accounts. Are you 100% sure you have your money positioned properly or do you have some doubt? Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Glenn is available for in person and Zoom meetings. 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
What do you want your money to do for you? This week we talk about 3 different qualities that money can have and what types of financial products or investments have these qualities. As you listen in, think about your own accounts. Are you 100% sure you have your money positioned properly or do you have some doubt? Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Glenn is available for in person and Zoom meetings. 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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