Bad Financial Product?

Bad Financial Product?

Are there “Good” or “Bad” financial products? Perhaps, although you may find that the answer is in the eye of the beholder. What's good for one person or couple might be bad for another person or couple. Tune in this week as we discuss a number of situations and products. You might just discover a nuance that could shift your thinking and possibly solve a lingering problem. To discuss your situation with Glenn simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to schedule some time. Glenn is available for both in person and virtual meetings. 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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Avsnitt(299)

Are You Relying On Fuzzy Retirement Math?

Are You Relying On Fuzzy Retirement Math?

When planning for retirement, it's necessary to use and rely on a certain amount of math. However, what if your math is based on assumptions that might not be accurate? In this episode we explore some...

25 Aug 16min

5 Signs You Might Be Wealthier Than You Think

5 Signs You Might Be Wealthier Than You Think

It's pretty common for retirees to try to measure how they're doing or how they've done so far in their life's journey. There are many ways to measure success and on this episode we discuss how someti...

25 Juli 17min

“The 5 People You Meet Before Retirement”

“The 5 People You Meet Before Retirement”

It's important to have perspective throughout life. Preparing for and living in retirement is no exception. In this episode we have a little fun discussing the possible perspectives of “The 5 People Y...

17 Juni 16min

Teaching Financial Lessons In Graduation Season

Teaching Financial Lessons In Graduation Season

Graduations mark the end and beginning of certain chapters in life. In this episode we explore ways of teaching financial lessons at these important junctures in life. Glenn is available for in person...

28 Maj 22min

Retirement “Side Gigs”

Retirement “Side Gigs”

Often times retirees like to stay busy with a “Side Gig”. In this episode we delve into a number of ways retirees sometimes continue to work either part time or for a limited period of time in their e...

23 Apr 18min

Important Red Flags When Evaluating An Advisor

Important Red Flags When Evaluating An Advisor

We all know it's important for advisors to look out for the best interest of their clients. In this episode we discuss important red flags to watch out for when considering a client/advisor relationsh...

20 Mars 20min

5 “Must Do's” For The First Year of Retirement

5 “Must Do's” For The First Year of Retirement

Retirement is a new lifestyle and there are a number of adjustments that folks go through during this life changing event. On this episode we discuss 5 specific “Must Do's” with the objective of provi...

27 Feb 17min

Why You Might Not Be Ready To Retire

Why You Might Not Be Ready To Retire

Let's face it, retirement is about so much more than just your 401K and what you've saved for retirement. If you've never retired before you might unknowingly be unprepared for what is just around the...

24 Jan 23min

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