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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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Finding The Right Advisor

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Manage episode 294582067 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

Making sure you have the right advisor is critically important when it comes to the retirement years. Taking withdraws from your retirement nest egg comes with a set of risks that that you don't really face when saving for retirement. Are you 100% sure you have plans in place for dealing with market volatility, tax management, health and possible long term expenses or do you have some doubt? If you'd like to talk with Glenn about your retirement just give us a call at (336) 291-3535 to schedule some time or simply visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person and Zoom meetings. As always, please 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 294582067 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

Making sure you have the right advisor is critically important when it comes to the retirement years. Taking withdraws from your retirement nest egg comes with a set of risks that that you don't really face when saving for retirement. Are you 100% sure you have plans in place for dealing with market volatility, tax management, health and possible long term expenses or do you have some doubt? If you'd like to talk with Glenn about your retirement just give us a call at (336) 291-3535 to schedule some time or simply visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person and Zoom meetings. As always, please 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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