Who Needs A Financial Advisor In Retirement? episode artwork

EPISODE · May 6, 2022 · 17 MIN

Who Needs A Financial Advisor In Retirement?

from The Retirement Roadmap Podcast · host Glenn Mosseller

Are saving for retirement strategies different than the financial strategies needed for living in retirement? On this week's episode we explore a variety of questions that retirees and soon to be retirees are asking. If you'd like to discuss you personal situation, 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 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 metadata supplied by the publisher feed · Published May 6, 2022

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