The Retirement Roadmap Podcast

The “Pre-Flight” Checklist For Retirement


Listen Later

Are you ready? Every pilot goes through a checklist before they taxi down the runway to take off. When was the last time you reviewed your retirement checklist? This week we take a little time to review critical checklist items. Join us for our discussion to see if a review of your “Pre-Flight” checklist might be helpful on your personal Retirement Roadmap.
 
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.
...more
View all episodesView all episodes
Download on the App Store

The Retirement Roadmap PodcastBy Glenn Mosseller

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

5 ratings


More shows like The Retirement Roadmap Podcast

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

812 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

593 Listeners