Are You Getting In Your Own Way?

Episode 278 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Are You Getting In Your Own Way?" was published on July 15, 2022 and runs 18 minutes.

July 15, 2022 ·18m · The Retirement Roadmap Podcast

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Summary

Let's face it, sometimes emotions can get in the way. Variations of fear and greed are common emotions that can come into play to make people nervous or second guess their financial and retirement plans. As you listen in on our conversation, you may find a few insights or you may start reminding yourself of the big picture plans you have in place or need to put into place. 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 Description

Let's face it, sometimes emotions can get in the way. Variations of fear and greed are common emotions that can come into play to make people nervous or second guess their financial and retirement plans. As you listen in on our conversation, you may find a few insights or you may start reminding yourself of the big picture plans you have in place or need to put into place. 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.

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