The Retirement Roadmap Podcast

Welcome back to “Retirement Is More Than Just Investments”! This week we continue our conversation and delve into additional considerations of holistic retirement planning. Take a few minutes to listen in on our discussion as we review several more aspects to retirement planning that just might provide enhanced pathways for 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.

When thinking about and planning for retirement it's important to remember that there are many pieces to the retirement puzzle and that there is more to consider than just your investments. There are 3 phases of your financial planning for retirement – accumulation, preservation, and distribution. Over the next two weeks we will be taking some time to discuss how these financial phases of life integrate with your entire retirement plan and why maintaining balance in all areas of life is so important. Tune in and evaluate whether or not your Retirement Roadmap is taking you in the right direction.

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.

As you know, it's important to stay current in today's fast moving world. This week we take some time to examine a few topics that have popped up in the headlines recently. Take a few minutes and join us as we discuss the topics of the day. Having a better understanding of what's going on in today's financial world can make a difference for 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.

When it comes to financial and retirement planning it's important to know and understand a number of important terms. This week we take a little time to review some terms that are not necessarily understood by all retirees and soon to be retirees. Take a few minutes to listen in on our discussion of these need to know terms. It's critical that as you travel the Retirement Roadmap you can make informed decisions and understanding certain terms is of utmost importance.

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.

Welcome Back!!! This week we continue our conversation and exploration of a variety of retirement topics and questions. Listen in on our discussion of these important retirement questions. Let's face it, it never hurts to take another look at your retirement plans to determine whether or not your personal Retirement Roadmap is leading you to your desired destination.

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.

When thinking about and planning for retirement, many questions come to mind. Since everyone's situation is a little different, it makes sense that not everyone will have the same questions. So over the next two weeks we will be talking about a variety of retirement topics. Take a few minutes to listen in as we discuss a wide range of important retirement questions – who knows, you might just gain a few insights and enhance 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.

There are many things to consider in retirement planning, but some things are more important than others. In today's podcast we delve into “5 Important Retirement Topics” that could be critical in your retirement planning. How you deal with these issues could play a big role in whether or not you enjoy the journey along your 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.

There are lots of financial products in the market place and lots of financial sales people to sell them! It's wise to remember that there are no “silver bullets” and no one size fits all solutions when it comes to retirement planning. Listen in this week as we discuss what to look for and what to watch out for when planning your 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.

Is there some “Fuzzy Math” in your retirement plan? Sometimes things are not necessarily what they seem. This week we explore a few areas in retirement planning that sometimes need to be calculated differently or thought of differently. Join us as we discuss how “Fuzzy Math” could create problems as you travel along 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.

What do demographics have to do with retirement? Well, nearly everyone has heard the statistics regarding the record numbers of baby boomers that are retiring now and in the future. Nearly everyone also knows a little bit about the steady increase in longevity of the United States population. Listen in this week as we discuss a variety of topics that are good to know about when it comes to demographics and retirement. Demographics play a role in your Retirement Roadmap, so take a little time to understand these trends.

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.