Transforming Money Mindsets In 2025 episode artwork

EPISODE · Jan 10, 2025 · 18 MIN

Transforming Money Mindsets In 2025

from The Retirement Roadmap Podcast · host Glenn Mosseller

Do you have a “Money Mindset” that is holding you back financially? On this episode, we discuss several “Money Mindsets” that can sometimes create difficulties and a few different ways to think about them that we hope will be helpful going forward. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. 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 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, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

Do you have a “Money Mindset” that is holding you back financially? On this episode, we discuss several “Money Mindsets” that can sometimes create difficulties and a few different ways to think about them that we hope will be helpful going forward. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. 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 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, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

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Transforming Money Mindsets In 2025

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This episode was published on January 10, 2025.

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Do you have a “Money Mindset” that is holding you back financially? On this episode, we discuss several “Money Mindsets” that can sometimes create difficulties and a few different ways to think about them that we hope will be helpful going forward....

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