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内容由Glenn Mosseller提供。所有播客内容(包括剧集、图形和播客描述)均由 Glenn Mosseller 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Common Sense or Uncommon Sense?

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Manage episode 295823720 series 2613783
内容由Glenn Mosseller提供。所有播客内容(包括剧集、图形和播客描述)均由 Glenn Mosseller 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

You've probably heard the famous quote . . . “Common sense is not so common.” This week we discuss how this concept relates to human behavior and finances. As you listen in, think about your own situation and circumstances and ask yourself whether or not your current planning needs to be revisited. Scheduling time with Glenn is easy . . . just give us a call at (336) 291-3535 or simply visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person and Zoom meetings. As always, remember to click the “Share” button and 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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Artwork
icon分享
 
Manage episode 295823720 series 2613783
内容由Glenn Mosseller提供。所有播客内容(包括剧集、图形和播客描述)均由 Glenn Mosseller 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

You've probably heard the famous quote . . . “Common sense is not so common.” This week we discuss how this concept relates to human behavior and finances. As you listen in, think about your own situation and circumstances and ask yourself whether or not your current planning needs to be revisited. Scheduling time with Glenn is easy . . . just give us a call at (336) 291-3535 or simply visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person and Zoom meetings. As always, remember to click the “Share” button and 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.

  continue reading

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