Expectations vs. Reality In Retirement
The Retirement Roadmap
by Glenn Mosseller
9h ago
Are your expectations for retirement realistic? In this episode we put various aspects of retirement under the microscope to compare and contrast some common expectations and potentially more realistic visions of retirement. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. 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 t ..read more
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Retirement Income Planning Mistakes
The Retirement Roadmap
by Glenn Mosseller
1w ago
Retirement income planning can create the foundation for a successful retirement. In this episode we discuss a few critical mistakes to avoid and strategies designed to help create long term retirement income planning success. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. 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 ..read more
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Interesting Financial Questions
The Retirement Roadmap
by Glenn Mosseller
1w ago
Every so often we discuss a few hypothetical financial questions that pose a variety of interesting situations. As you listen in on our discussion, we hope you find some useful insights. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. 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, L ..read more
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Questions To Ask The Advisor
The Retirement Roadmap
by Glenn Mosseller
3w ago
Have you ever wondered what questions to ask an advisor? Some questions might be obvious and some might not. So, in this episode we explore a number of questions (and answers) that could be important when evaluating working with an advisor. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. 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 se ..read more
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Is Retirement Planning Harder Than It Used To Be? Part II
The Retirement Roadmap
by Glenn Mosseller
1M ago
In this episode we continue to compare and contrast retirement planning today vs. retirement planning in “the good old days”. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. 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 Ma ..read more
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Is Retirement Planning Harder Than It Used To Be? Part 1
The Retirement Roadmap
by Glenn Mosseller
1M ago
Over the next two episodes we'll explore this question as we compare and contrast retirement planning today vs. retirement planning in “the good old days”. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. 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 ..read more
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Could One Overlooked Issue Sink Your Retirement?
The Retirement Roadmap
by Glenn Mosseller
2M ago
You don't want to say “Oops” when it comes to your retirement plan! On this episode we discuss a number of important issues that have the potential to create real problems if not addressed in a retirement plan. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. 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 ..read more
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Essential Retirement Questions That May Be Hidden In Your “Blindspot”
The Retirement Roadmap
by Glenn Mosseller
2M ago
Are you asking all the important retirement questions or could you be missing some critical information that's hiding in your “Blindspot”? On this episode we explore some of the questions that are often go overlooked. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. 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 ..read more
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Is Making A Snowman Like Building A Sound Financial Plan?
The Retirement Roadmap
by Glenn Mosseller
2M ago
As we make our way through winter, we have a little fun in this episode by comparing how making a snowman can be like building a sound financial plan. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. 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 Advi ..read more
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Are Your “Good” Money Habits Holding You Back?
The Retirement Roadmap
by Glenn Mosseller
2M ago
You might be asking how good habits could be possibly be holding you back. Well, on this episode we evaluate a variety of habits that are often thought to be good and discuss how in some cases could end up being problematic. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. 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 t ..read more
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