The Retirement Roadmap Podcast

1. Are You Nurturing Your “Retirement Garden”?

Have you ever thought of your retirement accounts and resources as a garden that needs to be nurtured and harvested? On this episode, we use this analogy as we discuss a variety of strategies and ways to think about managing your retirement plans and assets. Glenn is available for in person and Zoom 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

Sep 22,2023 23:11

2. Finances After Loosing A Spouse

Life after loosing a spouse is challenging in many ways, and finances are no exception. In this episode, we discuss a variety of issues that may create financial challenges and strategies designed to create awareness prior to loosing a spouse. Glenn is available for in person and Zoom 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 “

Sep 15,2023 17:17

3. Retirement Cash Flow Part 2

Mastering monthly cash flow is important when it comes to personal finance. It's critically important to understand the cash flow changes that often happen when making the transition to retirement. We continue the conversation here in Part 2. Glenn is available for in person and Zoom 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 “S

Sep 08,2023 28:58

4. Retirement Cash Flow Part 1

Mastering monthly cash flow is important when it comes to personal finance. It's critically important to understand the cash flow changes that often happen when making the transition to retirement. Over the next two episodes we discuss a number of these changes and differences. Glenn is available for in person and Zoom 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 alw

Sep 03,2023 40:54

5. Retirement Countdown Clarity

What do you do and what actions do you take when preparing for retirement? On this episode we discuss important elements to creating “Retirement Countdown Clarity”. Glenn is available for in person and Zoom 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. Investm

Aug 25,2023 29:39

6. Bouncing Back From Financial Setbacks

Have you ever experienced a financial setback? On this episode, we delve into this topic and provide a variety of questions to help learn lessons and a process designed to help recover Glenn is available for in person and Zoom 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

Aug 18,2023 20:18

7. ”Red Flag” Personality Traits of Financial Advisors

Watch Out!! There are a number of “Red Flags” to be aware of when considering whether or not to work with a financial advisor. On this episode we explore a few of these “Red Flags” in an effort to help you steer clear of trouble. Glenn is available for in person and Zoom 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

Aug 11,2023 18:10

8. Financial Independence In Retirement

Hard working Americans value their independence and maintaining their financial independence throughout the retirement years is typically a high priority. In this episode we discuss several strategies to help maintain independence in retirement. Glenn is available for in person and Zoom 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

Aug 04,2023 17:03

9. Counterintuitive Thoughts On The 401(K)

Is the 401(K) the end all be all? Are you using the 401(K) and if so, HOW are you using it? In this episode we discuss a number of aspects of the 401(K) that are sometimes not discussed or taken into consideration. Glenn is available for in person and Zoom 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 po

Jul 28,2023 24:32

10. Finances & Major Life Events

Major life events happen and all too often finances suffer due to a variety of reasons. In this episode we discuss different scenarios and ways to potentially plan ahead of some major life events. Glenn is available for in person and Zoom 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

Jul 21,2023 32:33

11. Next Steps To Retirement

What are your next steps in transitioning to retirement? The answer likely depends on your current status and the level of confidence in your current plans. On this episode, we explore questions designed to help determine next steps along the Retirement Roadmap. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSScheduleSomeTime.comomeTime.com to get on his calendar. As

Jul 14,2023 16:32

12. Retirement Planning “Goalposts”

Have you been moving your “goalposts”? If so, has it been strategic? How wise is it to move some of your “goalposts”? On this episode we explore these and other questions regarding retirement goals. Glenn is available for in person and Zoom 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 frien

Jul 07,2023 19:29

13. Bad Financial Habits

As we all know, bad habits can prevent anyone from experiencing success in just about any area of life. Finances are no exception, so on this episode we explore a number of habits that can potentially create difficulty in the retirement years. Glenn is available for in person and Zoom 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 “

Jun 30,2023 19:29

14. Financial Lessons From The Classroom

Many have found that some of the lessons they learned in the classroom have provided guidance in other parts of life. In this episode we explore a few lessons that may provide insights when it comes to finances. Glenn is available for in person and Zoom 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 podca

Jun 16,2023 18:09

15. Money Mistakes In Retirement Planning – Part II

Our discussion of money mistakes in retirement planning picks up where we left off in our last episode. Glenn is available for in person and Zoom 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 Manag

Jun 09,2023 17:15

16. Money Mistakes In Retirement Planning – Part I

There's a variety of money mistakes that can be made in retirement planning. Over the next two episodes we discuss 10 possible mistakes. As you listen in on our conversation, think about your own situation and think about whether any of these might apply to you. Glenn is available for in person and Zoom 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 reme

Jun 02,2023 19:18

17. Age & Wisdom

Wisdom is critically important in many facets of life and planning for retirement is no exception. How you're planning for retirement also has a lot to do with your age and where you are in life. In this episode we explore a various aspects of age and wisdom when it comes to retirement planning. Glenn is available for in person and Zoom 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 hi

May 26,2023 15:15

18. Social Security Myths

If what you thought to be true turned out not to be true . . . when would you want to know about it? Unfortunately, there are quite a few beliefs around Social Security benefits that are simply not true! On this episode, we explore and discuss a number of common misconceptions when it comes to Social Security. Glenn is available for in person and Zoom 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.c

May 19,2023 23:41

19. “Oops, I Forgot About That!”

Are you planning for “unexpected” expenses in retirement? Sometimes people get completely taken by surprise and sometimes people know certain things could happen, yet they still fail to plan for the possibility of experiencing “unexpected” expenses. Glenn is available for in person and Zoom 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

May 12,2023 20:11

20. Running The Retirement Marathon

A marathon is not a short race and successful retirement planning is planning for the long term. A 20 to 30 year (or longer) retirement is becoming more normal, so on this episode we discuss a variety of ways to think about the retirement journey and designing a Retirement Roadmap. Glenn is available for in person and Zoom 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

May 05,2023 23:13

21. Retirement Saving Basics

Sometimes it's a good idea to take a step back and review the basics. On this episode we take some time to review a number of different types of retirement accounts and concepts. As you listen in, think about your own situation and ask yourself whether you are doing all you can to save for retirement. Glenn is available for in person and Zoom 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

Apr 28,2023 29:31

22. Financial Fears

Do you have financial fears? On this episode we discuss some of the biggest financial fears of retirees and some ways to address them. Glenn is available for in person and Zoom 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

Apr 14,2023 20:08

23. Retirement Income Planning

It's been said that if you don't have a retirement income plan then you don't really have a retirement plan. It's time to get back to basics and review what it means to have an income plan and strategies to develop one. Glenn is available for in person and Zoom 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 o

Apr 07,2023 20:07

24. Retirement Rookie Mistakes

Are you making “Rookie Mistakes” in the early stages of retirement. On this episode we discuss a variety of potential unforced errors that sometimes happen when transitioning into the retirement years. Glenn is available for in person and Zoom 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 fr

Mar 31,2023 16:37

25. Completing Your Financial Plan

Do you have an incomplete financial plan? On this episode we explore a number of topics that could reveal missing pieces. Glenn is available for in person and Zoom 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 Horte

Mar 24,2023 31:14

26. Tax Aware Retirement Planning

Taxes in retirement can be quite different from taxes during the working years. Are you working with an advisor that incorporates tax aware planning in your financial and retirement planning? Are you experiencing or will you experience unintended consequences in the future? On this episode we take some time to discuss how things may change regarding taxes when in retirement. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. S

Mar 17,2023 24:40

27. Common Beneficiary Mistakes

No one wants to make mistakes that could cause their nest egg to be directed in ways that could result in not treating loved ones the way they had intended. Are you unknowingly and unnecessarily making mistakes in your legacy planning? On this episode we review and discuss some common mistakes that can potentially create unintended consequences. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336)

Mar 10,2023 14:45

28. Retirement Readiness Checklist

Are you ready for retirement? On this episode we review a 10 point checklist of subjects to consider and review when comes to planning retirement. Sit back and listen in on our conversation as you evaluate your personal circumstances. Glenn is available for in person and Zoom 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” bu

Mar 03,2023 30:21

29. Important Considerations When Working With An Advisor In Retirement

What are you looking for in an advisor when you are approaching and living in retirement? In this episode we explore a variety of aspects to this fundamental question. As you listen in, think about your situation and evaluate how you are currently being served by your advisor. Glenn is available for in person and Zoom 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 alwa

Feb 24,2023 13:13

30. Is The ”Grass Greener” Over There?

Asking whether the “grass is greener” is a pretty normal question for many people in a variety of situations in life. In this episode we explore this question for a several situations that can come up when it comes to working with a financial advisor. Glenn is available for in person and Zoom 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 cli

Feb 17,2023 15:22

31. Examining “Conventional Wisdom”

This week we explore “Conventional Wisdom”. We discuss a number of “Rules of Thumb” - their applications and different ways to think about what may or may not apply to different circumstances. Glenn is available for in person and Zoom 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, fa

Feb 10,2023 23:37

32. Retirement Planning Questions

Many questions come up when it comes to retirement planning. On this episode, we delve into a number of these questions and discuss some retirement planning strategies. Glenn is available for in person and Zoom 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. Inv

Feb 03,2023 20:50

33. 401K Mistakes To Avoid

Are you unknowingly and unnecessarily making mistakes in your 401K? On this episode we explore five issues to pay attention to in managing 401Ks and strategies that could potentially help avoid making critical mistakes. Glenn is available for in person and Zoom 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 o

Jan 27,2023 19:09

34. Market Volatility

Market volatility was apparent throughout 2022 – what's in store for 2023? As you can imagine, the the “expert”opinions are all over the map. On this episode we discuss strategies and different aspects of this challenging topic. Glenn is available for in person and Zoom 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 t

Jan 20,2023 16:34

35. Taping Into Grandma’s Wisdom

Listen to your elders!! There's often lots of wisdom that comes with many years of life experience. In this episode we discuss how “Grandma's Wisdom” can provide a number of life lessons that potentially apply to financial and retirement planning. Glenn is available for in person and Zoom 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 t

Jan 13,2023 13:33

36. Smart Decisions During Major Life Events

It goes without saying that making smart decisions is critically important – especially when going through major life events. On this episode we discuss several major life events and some of the twists and turns that may need to be considered. Glenn is available for in person and Zoom 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 “

Jan 06,2023 22:12

37. Common Tax Questions

Last Podcast of 2022 - We Hope You Enjoy The Holidays!As we close in on the end of another year, some of the common questions that come up in financial and retirement planning involve TAXES. So we decided to use this episode to discuss ways to be more tax aware on your Retirement Roadmap journey. Glenn is available for in person and Zoom 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 h

Dec 16,2022 27:57

38. The Money Gridiron

Hello Football Fans!! We're deep into football season so we decided to have a little fun on this episode and explore some of the similarities that can be found with the game of football and planning your financial future. As you listen in, you may just discover a few interesting insights that could help you as you chart your Retirement Roadmap. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 2

Dec 09,2022 16:07

39. Forced Retirement

It happens! So on this episode we explore five of the most common questions that come up when evaluating some of the typical options that are offered when an employer either offers or mandates an early retirement. Glenn is available for in person and Zoom 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 pod

Dec 02,2022 21:54

40. Finding Satisfaction In Retirement

Are you finding satisfaction in your retirement and retirement planning? Sometimes satisfaction can seem elusive, so our objective in this episode is to delve into strategies that you may find helpful in finding what everyone seems to be chasing. Glenn is available for in person and Zoom 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 th

Nov 18,2022 16:37

41. Warning Signs

Most things in life can potentially get off course if you're not careful and sometimes they can get off course due to things that might be in your blind spots. In this episode we explore some of the “Warning Signs” that you may want to assess as you travel the Retirement Roadmap. Glenn is available for in person and Zoom 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 a

Nov 11,2022 18:17

42. Irreversible Financial Decisions

Most things in life allow you to change your mind, however there are some decisions that are simply IRREVERSIBLE. This week we discuss a few financial decisions that can't be changed and some of the considerations you may want to take into account before making these decisions. Glenn is available for in person and Zoom 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 alw

Nov 04,2022 13:06

43. What’s Going On In Financial Advertising?

Advertising is everywhere and companies of all types are constantly vying for your attention and your money! In this episode we explorer financial services advertising and what to watch out for in the messaging behind these ads. Glenn is available for in person and Zoom 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 t

Oct 28,2022 22:13

44. The Psychology of Retirement

Let's face it “Retirement” is a major life change and if your not psychologically prepared . . . you may find yourself struggling with the seemingly routine things of life. In this episode we delve into this topic and some of the challenges that can unexpectedly surface and a few strategies to combat them. Glenn is available for in person and Zoom 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 t

Oct 19,2022 18:08

45. Planning For Retirement Uncertainties

Life is full of uncertainties and retirement is no exception. Listen in on our conversation as we discuss a number of perspectives on a variety of uncertainties that can pop up in the retirement years. Glenn is available for in person and Zoom 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 fr

Oct 14,2022 25:36

46. Going Against The Grain

If you've listened to this podcast before, you may have heard us discuss the challenges around “one side fits all” advice. On this episode we explore six specific ways that conventional wisdom doesn't necessarily fit. We hope you discover a few insights that help you along your retirement roadmap. Glenn is available for in person and Zoom 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

Oct 07,2022 27:26

47. Let’s Talk About Risk

Determining the “right amount” of risk in your retirement can be challenging. This episode explores this topic from a variety of different angles with an emphasis on the differences between risk when saving for retirement versus risk when living in retirement. Glenn is available for in person and Zoom 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 rememb

Sep 29,2022 19:27

48. Finances & Baseball

Can baseball teach us anything about finances? Perhaps! As baseball season heads towards the playoffs, we utilize a few baseball analogies to help convey financial lessons and principles. We hope you enjoy the conversation and find a few helpful parallels. Glenn is available for in person and Zoom 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 t

Sep 23,2022 18:10

49. Is Procrastination A Threat To Your Retirement?

Virtually everyone understands procrastination can be a problem in nearly any area of life. In this episode we discuss the dangers procrastination can pose to retirement and retirement planning. We explore reasons why people might be procrastinating and strategies to stop procrastinating that can lead to taking action. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleS

Sep 16,2022 19:42

50. Financial Debates

There are a number of topics in the financial world that stir emotions and foster debate. On this episode our objective is to explore several topics that tend to raise strong opinions on both sides of a debate. As you listen in on the conversation, you may find yourself understanding some different perspectives and nuances that could well make a difference in your journey along the Retirement Roadmap. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about

Sep 09,2022 23:17

51. The Retirement ”Diet”

Your diet is arguably the most important part of maintaining your health. In this episode we utilize the “Diet Analogy” to explore staying on the path of creating and maintaining a successful retirement. Glenn is available for in person and Zoom 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

Sep 02,2022 16:16

52. Fear and Greed

It's long been said the emotions of Fear and Greed drive a great deal of human behavior, particularly when it comes to finances. Our conversation focuses on a variety of financial situations and topics and how these emotions come into play. As you listen in, you may discover a few of your own behavioral traits that provide new insights. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535

Aug 26,2022 16:18

53. Financial Opportunities When Between Jobs

Do you know the difference between adversity and opportunity? In this episode, we explore a variety of opportunities that may present themselves when going through a job or career transition. Glenn is available for in person and Zoom 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, fam

Aug 19,2022 22:38

54. Retirement Quiz

It's time for a retirement quiz! On this episode we discuss some important retirement topics in the form of a quiz. Take note of your answers before and after the discussion – you may well discover some new insights or nuance to your current views. Glenn is available for in person and Zoom 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

Aug 12,2022 18:55

55. It’s Time For A Few Retirement Questions

It's that time again! Every now and then we stop to discuss some frequently asked questions. As you listen in, you'll want to think about your own situation. You may discover a few insights or discover a few angles on some common questions that you haven't thought about before. Glenn is available for in person and Zoom 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 alw

Aug 05,2022 26:03

56. Retirement . . . “It Ain’t What It Used To Be”

As they say . . . “Time changes everything” and retirement is no exception. On this episode we explore several ways retirement has changed over the years and generations. Listen in as we discuss how some of these changes have created challenges and opportunities that didn't exist in days gone by. If you'd like to discuss or strategize about your personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on

Jul 29,2022 19:56

57. Retirement Statistics

Obviously everyone's situation is different, yet it can be very interesting and sometimes helpful to explore statistics. On this episode, we review some key retirement statistics and ask the question of whether or not these statistics are encouraging or discouraging. As we explore, our goal is to uncover different perspectives that might help the listener evaluate their own situation and circumstances. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom mee

Jul 22,2022 16:50

58. Are You Getting In Your Own Way?

Let's face it, sometimes emotions can get in the way. Variations of fear and greed are common emotions that can come into play to make people nervous or second guess their financial and retirement plans. As you listen in on our conversation, you may find a few insights or you may start reminding yourself of the big picture plans you have in place or need to put into place. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call a

Jul 15,2022 18:14

59. Communicating With Your Financial Advisor

It goes without saying that communication is an important aspect of working with a financial advisor. So how do you communicate with your advisor? How do you want to communicate and how do you want your financial advisor to communicate with you? In this episode, we explore a variety of important questions that come up around the topic of communication with a financial advisor. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a ca

Jul 08,2022 24:32

60. Financial Jargon

What does that mean in English? Please! Every industry has it's own terms or “jargon” that can be confusing to those who don't work in that industry and the financial services industry is no exception. This week we discuss a number of “Financial Jargon” terms within the context of retirement planning. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As

Jul 01,2022 27:04

61. Countdown To Retirement

Do you have a retirement checklist? Everyone has a different path throughout life and preparing for retirement is no exception. This week we discuss a number of topics to address and plan for during the “Countdown To Retirement”. If you'd like to discuss or strategize about your personal situation, Glenn is available for in person and Zoom meetings. 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

Jun 24,2022 20:04

62. Life Insurance In Retirement? . . . Really?

Does it ever make sense to have life insurance in retirement? Well, it's not for everybody . . . BUT . . . believe it or not, life insurance is not necessarily just death insurance. As you listen in, you might be surprised to learn about different ways it can be utilized and the flexibility it can create in retirement planning.. If you'd like to discuss or strategize about your personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visi

Jun 17,2022 21:02

63. Housing Questions In Retirement

There are many ways to think about the finances of your home in retirement. Do you still have a house payment? Does it make sense to pay off your house? Should you think of your home equity as an account or a resource that you can utilize? In this episode we delve into a number of questions and ways to think about your “Housing Wealth”. If you'd like to discuss or strategize about your personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535

Jun 09,2022 25:20

64. Retirement Birthday “Trigger Points”

As you approach and transition into retirement there are certain milestone birthdays that begin to open doors and others that mandate certain requirements. This week we discuss a number of these “Trigger Point Birthdays”. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. 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 fr

Jun 03,2022 20:24

65. The Dangers Of Guessing At The Most Important Retirement Questions

Everyone is different and everyone has different needs and desires, but it's probably safe to say that no one wants to say “Oops” when it comes to their retirement plans. On this episode we delve into several major retirement questions and the importance of your answers. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to cli

May 27,2022 15:29

66. What’s Lurking In Your Financial Blind Spots?

Are you building your financial future on misconceptions? Let' face it, you simply don't know what you don't know! This week we explore and discuss a variety of often misunderstood retirement issues that could be hidden in your blind spots. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. 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

May 20,2022 16:56

67. What Is The Most Important Part Of Retirement Planning?

It goes without saying that “getting your ducks in a row” is critically important when it comes to retirement planning. Are your ducks in a row or does it feel more like you're herding cats? This week we explore different aspects of retirement planning in an effort to help our listeners evaluate and determine priorities. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get

May 13,2022 17:55

68. Who Needs A Financial Advisor In Retirement?

Are saving for retirement strategies different than the financial strategies needed for living in retirement? On this week's episode we explore a variety of questions that retirees and soon to be retirees are asking. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. 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

May 06,2022 17:13

69. How Children Become Part Of The Retirement Conversation

What about the Kids?! Sometimes your desire to help the children and grandchildren can influence your retirement and retirement plans. This week we delve into this subject and discuss a variety of things that come up when the kids become part of the conversation and the planning. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please rememb

Apr 29,2022 16:08

70. Let’s Play “Fill In The Blank”

It's time to play “Fill In The Blank”. If you remember the old “Fill In The Blank” tests when you were in school – you may be interested in this week's episode as Walter puts Glenn to the test. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. 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

Apr 22,2022 24:06

71. “The Great Resignation”

What is the “Great Resignation”? The events of the last couple of years have created historic changes to many aspects of our culture and our everyday lives. This week, we discuss the “Great Resignation” and a variety of career choices being made by a number of Americans. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to cli

Apr 15,2022 23:19

72. Unrealistic Expectations?

Are your expectations realistic? On this week's episode we discuss a variety of financial topics and some common expectations. What's realistic? What's not? As you listen in, you may want to evaluate your expectations and whether or not some reevaluations may be in order. Glenn is available for in person and Zoom meetings. 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 and share our podcast with

Apr 08,2022 14:56

73. Getting Your Financial House In Order – Part 2

Welcome Back! Do you have your i's dotted and t's crossed? Let's continue on our journey of “Getting Your Financial House In Order”. Glenn is available for in person and Zoom meetings. 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 and share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment

Apr 01,2022 25:03

74. Getting Your Financial House In Order – Part 1

Life happens and a number of things can take you off track. So over the next two episodes we review a checklist that can help you “Get Your Financial House In Order”. Glenn is available for in person and Zoom meetings. 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 and share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management

Mar 25,2022 30:59

75. Planning For The “Unpredictable”

You may have heard the old adage . . . “You can't control the wind, but you can control your sails.” This week we discuss a number of “unpredictable” yet inevitable things in life. You may find it useful to take a little time to reflect on your preparation or lack there of. Glenn is available for in person and Zoom meetings. 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 and share our podcast wi

Mar 18,2022 14:39

76. Legacy Planning

Everyone will leave a legacy . . . what yours be? Have you dotted your i's and crossed your t's? Will Uncle Sam be your largest beneficiary? What will happen to your surviving spouse? On this episode we discuss these and other questions - the answers might surprise you. Glenn is available for in person and Zoom meetings. 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 and share our podcast with f

Mar 11,2022 17:10

77. How’s Your Financial Health?

Are you ready for a checkup? Well . . . let's talk about it! This week we review a checklist that we hope you'll find useful. Glenn is available for in person and Zoom meetings. 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 and share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advis

Mar 04,2022 20:42

78. The Financial ”Red Zone”

Football fans are familiar with the “Red Zone”. In this week's episode, we use this analogy to discuss the transition to retirement. As you listen in, you may have a few insights that could lead to a few important realizations. Glenn is available for in person and Zoom meetings. 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 and share our podcast with friends, family and colleagues. Investment a

Feb 25,2022 15:37

79. Late Bloomers – Catching Up On Retirement Savings

For many, it can be difficult to save for retirement early in life. Expenses can be higher when you're earning less (especially if you have kids) which can make it harder to save for retirement. Later in life it's common to be in your prime earning years with many expenses having been paid off. This can create the dynamic of being able to save more when your “late in the game”. Listen in as we discuss different strategies for “Late Bloomers”. Glenn is available for in person and Zoom meetings. S

Feb 18,2022 16:05

80. The Financial Jigsaw Puzzle

Putting your financial life together can seem like putting together a jigsaw puzzle. This week we use this analogy to explore different ways of thinking about the various phases or pieces of the “financial puzzle”. Glenn is available for in person and Zoom meetings. 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 and share our podcast with friends, family and colleagues. Investment advisory serv

Feb 11,2022 19:27

81. Are You Cutting Corners In Your Retirement Plan?

It happens! Let's face it, many savers are working hard to be as efficient as possible, however this can sometimes result in cutting corners that may not be helpful in the long run. This week we discuss 5 specific ways people might be cutting corners that might need to be reevaluated. Glenn is available for in person and Zoom meetings. 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 and share our

Feb 04,2022 17:22

82. Are You Working With A General Practitioner or A Specialist?

There are many qualified and well intentioned advisors working in financial services. One of the most important distinctions for retirees and soon to be retirees to make is determining what they need help with and who to work with when planning for and living in retirement. Glenn is available for in person and Zoom meetings. 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 and share our podcast wi

Jan 28,2022 20:58

83. Risk & Risk Aversion

What is risk and what does it mean to be “Risk Averse”? Obviously, these terms have different meanings to different people. Additionally, different phases of life tend to pose different sets of risks. This week we explore these topics and different ways to think about them. Glenn is available for in person and Zoom meetings. 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 and share our podcast wi

Jan 20,2022 17:26

84. Let’s Address Some Common Questions

Every so often we discuss a few common questions that folks have regarding finances and retirement. As you listen in this week, reflect on these topics and questions as it relates to your situation. You may find that sometimes reflecting on things creates more questions that you want to explore. Glenn is available for in person and Zoom meetings. 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 an

Jan 14,2022 29:03

85. Will Your Retirement Be Subjected To Unintended Tax Consequences?

Is your advisor helping you design a tax aware retirement plan? Is it possible have too much money in your 401(K) or IRA? Are your retirement savings tax diversified? On this week's episode we explore these and other questions that could help you discover some important and often overlooked elements of retirement planning. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to

Jan 04,2022 27:44

86. Overconfidence

* NOTE WE'RE TAKING A BREAK FOR THE HOLIDAYS. *WE WISH ALL OUR LISTENERS A VERY HAPPY HOLIDAY SEASON!REGULAR EPISODES RESUME IN JANUARY OF 2022Are you overconfident in your financial planning? On the last episode of 2021 we explore ways people are sometimes overconfident in their financial and retirement plans. As you listen in, we hope you'll reflect on your personal situation and evaluate whether it might make sense to review your plans in the new year. Glenn is available for in person and Zoo

Dec 17,2021 24:58

87. What Makes Glenn Tick As An Advisor?

In this episode, Walter gets Glenn to open up and share what makes him “tick” as an advisor. Listen in on the conversation as Walter asks Glenn a variety of probing questions. We hope you find the discussion interesting and thought provoking - who knows you might even learn a few things. Glenn is available for in person and Zoom meetings. 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 and share

Dec 10,2021 20:37

88. Retirement Planning With Mick Jagger

What can Mick Jagger teach you about retirement planning? This week we explore how some of the lyrics you may have heard from Mick Jagger over the years could provide you with valuable lessons when it comes to retirement planning. We hope you find this episode entertaining and enlightening. Glenn is available for in person and Zoom meetings. 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 and sha

Dec 04,2021 14:10

89. Is Your Retirement Plan “Out Of Tune”?

If you have a musical instrument that's “out of tune” - it might still play, but will anyone want to listen? What if your retirement plan is “out of tune”? This week we discuss a number of “out of tune” retirement circumstances and possible ways to address them. Glenn is available for in person and Zoom meetings. 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 and share our podcast with friends,

Nov 19,2021 19:54

90. Mistakes Couples Make

“Oops!” is not what you want to say when it comes to important financial decisions. On this week's episode we discuss a variety of mistakes that are sometimes made by couples. As you listen in, think about your own situations and decisions you may have made or will be making in the future. Have questions? Glenn is available for in person and Zoom meetings 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”

Nov 13,2021 20:48

91. Mind The Gap

Do you have gaps in your retirement or retirement plans? On this week's episode we delve into this subject and look at a number of “Gaps” that often occur in retirement or when planning for retirement. If you have questions . . . Glenn is available for in person and Zoom meetings. 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 and share our podcast with friends, family and colleagues. Investment

Nov 05,2021 20:39

92. Secure Act 2.0

The passage of the Secure Act impacted everyone with retirement accounts. There is talk of “Secure Act 2.0” in Congress which could have additional wide ranging impacts to those with retirement accounts and their beneficiaries. This week we discuss several of the provisions being considered. Have questions? Glenn is available for in person and Zoom meetings 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

Oct 29,2021 16:34

93. Put It Off?

Does it ever make sense to put things off? This week we discuss a variety of financial topics and the timing around those decisions. As you listen in, you may find yourself reevaluating your own situation and questioning whether or not some new decisions may be in order. Glenn is available for in person and Zoom meetings 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 and share our podcast with f

Oct 22,2021 19:30

94. Red Flags

Are there any “Red Flags” in your financial life or your retirement plan? In this week's episode we explore this question and discuss several possible “Red Flags” and possible strategies to consider. Glenn is available for in person and Zoom meetings 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 and share our podcast with friends, family and colleagues. Investment advisory services offered thro

Oct 15,2021 16:56

95. Revisiting The Financial Doctor

How are you feeling regarding you financial life? This week we revisit the conversation around financial health. Listen in as we discuss possible “prescriptions” or strategies that could enhance financial and retirement health. Glenn is available for in person and Zoom meetings 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 and share our podcast with friends, family and colleagues. Investment ad

Oct 08,2021 20:45

96. Customization Is King

Let's face it . . . it's nice to “Have It Your Way”! In this week's podcast we discuss ways to customize retirement. When to retire? When to take Social Security? What about Medicare? How are you planning your retirement income? These are a few of the questions we discuss. Are you ready? Glenn is available for in person and Zoom meetings 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 and share o

Sep 23,2021 23:42

97. Where Did You Get Your Financial Knowledge?

There's certainly not a lack of financial information in today's world! Ways to acquire financial knowledge include any number of learning experiences. This week we delve into this topic and look to help our listeners find personal insights and perhaps discover additional ways to learn new financial lessons. Glenn is available for in person and Zoom meetings 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 “Shar

Sep 16,2021 16:43

98. Things That Don‘t Matter . . . Until They Do

WHERE'S MY FIRE EXTINGUISHER?!!Are you prepared for the “unexpected” or the “inevitable”? This week we discuss a number of “Things That Don't Matter . . . Until They Do”. As you listen in, think about your personal situation and evaluate whether or not you're prepared or not. If not, what's you plan to get prepared? Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click t

Sep 10,2021 24:03

99. What Retirement Are You Living For?

You've spent a lifetime saving for retirement . . . now what? What do you want your money to do for you and your loved ones? It's not one size fits all when it comes to retirement and so this week we discuss a variety of retirement lifestyles. Listen in on our conversation and ask yourself . . . WHAT REALLY MATTERS to you? Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to

Sep 02,2021 21:34

100. Answering Some Common Questions

Over time we have found there are some common questions that come up again and again. This week we take a few of these and discuss them by looking at a variety of different perspectives. As you listen in, think about your own situations and how you many be able to take away some valuable lessons. Glenn is available for in person and Zoom meetings 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 an

Aug 26,2021 21:24

101. Poking Fun At The Financial World

Like any other industry, sometimes the financial services world can take itself a little too seriously. This week we poke fun at the financial industry and look to glean a few lessons by taking a different perspective. Glenn is available for in person and Zoom meetings 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 and share our podcast with friends, family and colleagues. Investment advisory se

Aug 20,2021 21:20

102. Accumulation vs. Preservation & Distribution

The 3 phases of your financial life have significantly different strategies and objectives. This week we discuss various aspects of retirement and the need to understand the “Preservation & Distribution” phases of life. If you find yourself with questions about your own situation, Glenn is available for in person and Zoom meetings 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 and share our podc

Aug 13,2021 20:49

103. Women & Financial Decisions

Do men and women make financial decisions differently? Single? Married? Widowed? You can envision a number of different scenarios. This week we delve into this deep subject and discuss a variety of situations. If you find yourself with lingering unanswered questions you might benefit from some different perspectives. Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click

Aug 06,2021 15:28

104. What’s Your Spending Personality?

How you manage and spend money can have an enormous impact on the quality of your retirement. On this week's podcast we explore a number of “spending personalities” and the potential impact on retirement. Glenn is available for in person and Zoom meetings 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 and share our podcast with friends, family and colleagues. Investment advisory services offered

Jul 30,2021 14:44

105. It’s Not Your Father’s Retirement!

Retirement and what retirement means has changed over time and as a result you've probably heard “It's not your Father's retirement anymore!” This week we discuss a variety of retirement topics and challenges. As you listen in, think about your own situation and whether or not rethinking a few things may be in order. Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click

Jul 22,2021 14:23

106. “The Money Doctor”

You have checkups for your physical health – what about your financial health? This week we take a little time to discuss how the “Doctor” analogy can be applicable to your finances, particularly when taking into account the different phases of you financial life. There may be different “prescriptions” or strategies when transitioning from the “Accumulation” phase of life to the “Preservation & Distribution” phases of life. Glenn is available for in person and Zoom meetings simply give us a call

Jul 14,2021 17:54

107. Children & Finances (including Adult Children)

When do you involve children in financial matters? It goes without saying that family dynamics and finances can create challenges, but there are also opportunities. This week we delve into the depths of this topic. Lessons for kids and grand-kids, generational wealth planning, aging parents and more! Glenn is available for in person and Zoom meetings 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” butto

Jul 08,2021 25:30

108. 3 Worlds of Money

There are a number of different places or “Worlds” to position money or investments. On this week's podcast we answer a number of questions that are asked within 3 of these “Worlds”. Some of these questions you may have wondered about and some of these questions you may not have known to ask. If you have some questions for Glenn 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 meetin

Jun 30,2021 22:59

109. Common Sense or Uncommon Sense?

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 alway

Jun 24,2021 17:19

110. Let’s Talk About Life Insurance

Who needs life insurance? Who doesn't? When does it make sense to have life insurance? When doesn't it make sense? Is life insurance more than death benefit? This week we discuss these and other questions that come up when thinking about and discussing life insurance. 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

Jun 18,2021 25:00

111. Finding The Right Advisor

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

Jun 09,2021 19:14

112. What Can Will Rogers Teach Us About Retirement Planning?

Just about everyone is familiar with Will Rogers and some of sayings or philosophies. This week we take a look at a few “Will Rogersisms” and find lessons that might just be helpful as you travel along the Retirement Roadmap. 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

Jun 03,2021 20:03

113. Double Edged Sword

Be careful with the “Double Edged Swords”! On this week's podcast we discuss several “Double Edged Swords”. As you listen in on the conversation, you may want to evaluate your own situation to determine if you might be well served to seek a second opinion or a different perspective. Glenn is available for in person and Zoom meetings, simply give us a call at (336) 291-3535 to schedule some time or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share”

May 29,2021 25:14

114. Fact or Fiction?

Is it fact or fiction (or is it more complicated)? What's true in some cases is not necessarily true in other cases. This week we delve into a number of retirement topics that sometimes have preconceived notions or misconceptions around them. As you listen in, think about your situation – you might just have a few “Aha Moments”. Want to talk with Glenn about your retirement? Give us a call at (336) 291-3535 to schedule some time or simply visit ScheduleSomeTime.com to get on his calendar. Glenn

May 20,2021 26:16

115. Crisis or Opportunity?

Do you know the difference between crisis and opportunity? This may sound like a CRAZY question, but sometimes there is a fine line between these two seemingly polar opposites. This week we explore some very interesting opportunities to turn lemons into lemonade. If you'd like to talk with Glenn about your retirement simply give us a call at (336) 291-3535 to schedule some time or visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person and Zoom meetings. As always, pl

May 14,2021 21:00

116. Are You Flirting With Disaster?

Is your current plan (or lack of plan) leaving you unknowingly and unnecessarily exposed? On this week's podcast we discuss a variety of topics that are sometimes unplanned for or under planned for that could leave your retirement exposed to far greater risk than you ever thought possible. Give us a call at (336) 291-3535 to schedule some time with Glenn to review your retirement plans or visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person and Zoom meetings. As al

May 06,2021 20:22

117. Pensions

Do you have a pension? Do you wish you had one? This week we discuss a variety of questions that come up when thinking about pensions and the decisions that need to be made regarding pensions. If you'd like to talk with Glenn about your retirement simply give us a call at (336) 291-3535 to schedule some time or 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 fr

Apr 30,2021 16:15

118. Good News . . . Bad News

Just about everyone has been told . . . “I have good news and bad news, which do you want first?” This week we compare and contrast retirement “Good News . . . Bad News” scenarios that could make you stop and think. Give us a call at (336) 291-3535 to schedule some time with Glenn or visit ScheduleSomeTime.com to get on his calendar to discuss your retirement plans. Glenn is available for in person and Zoom meetings. As always, please remember to click the “Share” button and share our podcast wi

Apr 23,2021 16:11

119. “I Have A Question . . .”

Every so often we take a step back and discuss questions that come up when thinking about retirement planning. As you listen in this week, consider your own situation and circumstances – you might just discover a new way of thinking that provides new insights to your personal Retirement Roadmap. If you'd like to talk with Glenn about your retirement simply give us a call at (336) 291-3535 to schedule some time or visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person

Apr 14,2021 24:27

120. Electing Your Retirement Advisor

What would you be looking for if you were looking to elect a retirement advisor? On this week's podcast we explore this question. What characteristics, philosophies, and strategies are important to find in a retirement advisor? If it were time for an election, who would get your vote? If you'd like to talk with Glenn about your retirement plans simply give us a call at (336) 291-3535 to schedule some time or visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person and

Apr 09,2021 16:57

121. You Know What Happens When You Assume!

Making assumptions can be dangerous, especially when it comes to retirement planning! This week we discuss some common assumptions that are made about retirement and some of the dangers of making these assumptions. As you listen in, think about yourself, your personality and your circumstances. You might just find yourself gaining a few insights and discovering a few things to be aware of. Give us a call at (336) 291-3535 to schedule some time with Glenn or simply visit ScheduleSomeTime.com to g

Mar 31,2021 19:15

122. Retirement Lifestyles

What will your lifestyle be like in retirement? Have you made your “Bucket List”? Let's face it, it's not all about the money! Some find that it's more about using your money to create your retirement lifestyle. On this week's episode we encourage you to spend a little time thinking about the way you want to live in retirement. It can be time very well spent! Give us a call at (336) 291-3535 to schedule some time with Glenn or simply visit ScheduleSomeTime.com to get on his calendar to discuss y

Mar 24,2021 18:00

123. Baby Boomer Retirement Concerns

This isn't your father's retirement! Compared to previous generations, Baby Boomers have a different set of concerns and circumstances when it comes to retirement planning. As you listen in this week, you'll want to reflect on the topics discussed and consider your unique circumstances. Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar to discuss your retirement plans. Glenn is available for in person and Zoom meetings. As always, remember to click the “Sh

Mar 19,2021 18:27

124. Know Thyself

Everyone tends to have certain ways they think about financial things. Are you aware of the way you think about things? Do you have biases that help you? Do you have biases that may actually be hurting you? On this weeks show we look to shed light on different philosophies regarding money questions. It's a time for self reflection and a time to consider different ways of thinking. Glenn is available for in person and Zoom meetings, so give us a call at (336) 291-3535 or visit ScheduleSomeTime.co

Mar 12,2021 19:43

125. Things In The Financial World That Drive Us Crazy!

Are there things about the financial world that “DRIVE YOU CRAZY”?! On this week's podcast we address a variety of these things. We discuss ways to think about them and ways to respond to them. - Schedule some time with Glenn to talk about your retirement plans by giving us a call at (336) 291-3535 or 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, fam

Mar 03,2021 17:21

126. The Financial Forecaster

Can the weather teach us anything about retirement planning? Are there similarities or correlations that can be drawn between weather and financial events? This week we explore these questions and discuss different ways to understand some otherwise difficult terms and concepts. . . . Want to talk with Glenn about your retirement plans? Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person and Zoom meetings. As always, please re

Feb 26,2021 20:17

127. Retirement Advice From Retirees

As we all know, retirement brings different chapters of life and you really don't know what retirement is like until you begin to experience it! So on this week's show, we decided to listen to and review retirement advice from a number of retirees. As we discuss their experiences and advice, you may find some interesting and helpful perspectives. Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Glenn is available for in person and Zoom meetings. As alway

Feb 19,2021 19:03

128. Three Qualities Of Money

What do you want your money to do for you? This week we talk about 3 different qualities that money can have and what types of financial products or investments have these qualities. As you listen in, think about your own accounts. Are you 100% sure you have your money positioned properly or do you have some doubt? Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Glenn is available for in person and Zoom meetings. Remember to click the “Share” button and

Feb 03,2021 19:02

129. Is The Client Always Right?

If what you thought to be true, turned out not to be true . . . when would you want to know about it? This week we take some time to discuss a variety of conceptions and possible misconceptions that folks sometimes have around a number of topics. Sit back and listen in on the conversation . . . who knows, you might just find there are other ways to look at things that could enhance your travels along the Retirement Roadmap. Give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on

Jan 29,2021 20:32

130. Understanding Different Types Of Risk

When it comes to saving for retirement there are a number of risks that come to mind. However, when it comes to transitioning into and living in retirement the risk profile typically changes. New and additional risks become more prevalent and are often misunderstood or in some cases are simply outside of people's awareness. If you know you haven't had these risks in the proper perspective simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Glenn is a

Jan 22,2021 21:24

131. Retirement Preparedness Quiz

Are you Retirement Ready?! This is the big question for this week's episode. Listen in on our conversation as we discuss important questions to ask and evaluate when it comes to making sure you're Retirement Ready. Reviewing your retirement plans with Glenn is easy. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. Glenn's available for in person or virtual meetings. As always, remember to click the “Share” button to share our podcast with friends, fam

Jan 13,2021 23:47

132. Let’s Talk About Diversification

Diversification is a common buzzword when it comes to financial planning and retirement accounts. On this week's episode we discuss what diversification means and some important forms of diversification that are often overlooked. To review your retirement plans with Glenn, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. He's available for in person or virtual meetings. As always, remember to click the “Share” button to share our podcast with friends

Jan 06,2021 19:18

133. 401(K) FAQs

As we wrap up 2020, we thought we'd take sometime in the last podcast of the year to discuss a number or questions that come up when folks think about 401(K)'s. As you listen, in you may well discover a few fine points that help with different aspects of your 401(K) planning. If you'd like to review your retirement plans with Glenn after the Holidays, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. He's available for in person or virtual meetings. A

Dec 17,2020 22:51

134. Why Nobody Says These Things!

Sometimes it's a good thing to look at things from a variety of perspectives. So this week we discuss a few things that you don't usually hear people say! As you listen in, you may well have an “Aha Moment” or two that could cause you to rethink a thing or two. If you'd like to review your retirement plans with Glenn, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. He's available for in person or virtual meetings. As always, remember to click the “S

Dec 09,2020 13:58

135. Hindsight

You've probably heard that . . . “Hindsight is 20/20”. On this week's podcast we discuss hindsight and your financial future – lessons that can be learned from your own experiences and the experiences of others. To discuss your retirement plans with Glenn, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. He's available for in person or virtual meetings. As always, remember to click the “Share” button to share our podcast with friends, family and coll

Dec 03,2020 20:20

136. 5 Financial Commandments

Sometimes it's just good to get back to the basics. On this week's podcast we take a little time to discuss 5 financial commandments that are important to remember as you travel along the Retirement Roadmap! If you'd like to discuss your retirement plans with Glenn, he's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. As always, remember to click the “Share” button to share our podcast with friends, famil

Nov 24,2020 17:05

137. Obsolete Planning Ideas

If what you thought to be true, turned out not to be true . . . when would you want to know about it? Sometimes there is a lot of belief around “Rules of Thumb” that over time have become obsolete or antiquated. As you listen in on this week's podcast, you might find yourself wondering if you need to update your thinking or your planning. If so, and you'd like to discuss your retirement plans with Glenn . . simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calen

Nov 18,2020 20:28

138. ”Stuff” You Should Know

There are a number of financial “things” that are important to know, but are not necessarily common knowledge. As you listen in this week, you may discover a few things that you may want to evaluate somewhat differently than you have in the past. Getting a second opinion or doing some analysis might be worthwhile. If you'd like to discuss your retirement plans with Glenn, he's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and g

Nov 11,2020 19:27

139. Your House & Your Retirement

Have you thought about how your house and or your mortgage figures in to your retirement plans? On this week's podcast we discuss a variety of questions that come up regarding housing, expenses, debt, payments, equity, lifestyle, and legacy. If you'd like to discuss your retirement plans with Glenn, he's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. As always, remember to click the “Share” button to sha

Nov 05,2020 30:39

140. Is Your IRA Ready For Retirement?

Saving for retirement and living in retirement are certainly different, so it goes without saying that your retirement accounts may play a significantly different role when living in retirement vs. saving for retirement – i.e. providing income. On this week's podcast we discuss a number of considerations for IRA and retirement income planning, which might just turn out to be enlightening. If you'd like to discuss your retirement plans with Glenn, he's available for in person or virtual meetings.

Oct 28,2020 16:54

141. Longevity Risk

What do you mean . . . “Longevity Risk”?!! Many would love to find the fountain of youth, if that means continued good health and the money doesn't run out! Out living your money or your health are probably the most common concern for retirees and soon to be retirees. Listen in on this week's podcast as we discuss these concerns and building a plan designed to guard against longevity risk. If you'd like to talk with Glenn, he's available for in person or virtual meetings. Simply give us a call a

Oct 22,2020 20:31

142. Preparing Your Financial House For Retirement

Building a financial plan is a little like building a house. On this week's podcast, we utilize this analogy to help you visualize your financial plan. Your house or plan needs a foundation, walls, roof, etc. As you listen in, think about whether or not your financial house is built to last or whether it might need a little “fix up”. Want to talk with Glenn about your financial house? Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. Glenn's available

Oct 14,2020 20:15

143. Reconciling Conflicting Ideas

It can be overwhelming and confusing when you hear conflicting ideas or concepts, especially when there seems to be validity to both or all of them. Sometimes it's not this or that. Sometimes it's this and that. On this weeks podcast we discuss a few conflicting ideas in the financial world. Glenn is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. As always, remember to click the “Share” button to share o

Oct 07,2020 13:42

144. Ways To Ruin Your Retirement

It goes without saying that everyone wants to enjoy a successful retirement. Unfortunately, this doesn't happen automatically. So on this week's podcast we discuss some things to watch out for that could end up derailing your retirement. Want to talk with Glenn about your plans? Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. Glenn's available for in person or virtual meetings. As always, remember to click the “Share” button to share our podcast wit

Sep 30,2020 13:38

145. Are You Clinging To False Hope?

Unfortunately, it's not uncommon for retirees or soon to be retirees to base their plans on false assumptions or false premises. On this week's podcast, we explore a number of topics and questions that you may find quite helpful in planning your retirement. If you've wondering about your situation and you'd like to talk with Glenn about your plans, it's easy to schedule some time with him. He's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit Schedule

Sep 23,2020 17:32

146. What Happens To Finances When A Spouse Dies?

It's an unpleasant topic, but it's virtually inevitable for married couples. As you listen in to our conversation, think about your situation and the planning (or lack of planning) that you have done to address what happens when a spouse dies. If you've wondering about your situation and you'd like to talk with Glenn about your plans, it's easy to schedule some time with him. He's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com t

Sep 15,2020 13:25

147. Are You Ready For The Next Market Crash?

Do you have a plan in place? Are your accounts positioned in such away that you will be OK regardless of what the markets might do in the future? Take a few minutes to listen in on this week's podcast as we discuss these and other questions. If you've wondering about your situation and you'd like to talk with Glenn about your plans, it's easy to schedule some time with him. He's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to

Sep 09,2020 17:37

148. The Financial Dictionary

There are a number of financial terms that are not commonly used elsewhere that sometimes cause confusion. This week we open the “financial dictionary” to discuss what some of these terms mean and help to put them in context. As you listen in, you may want to take note of these terms and determine how they may apply to you. If you'd like to talk with Glenn about your plans, it's easy to schedule some time with him. He's available for in person or virtual meetings. Simply give us a call at (336)

Sep 02,2020 17:36

149. What Can Mark Twain Teach Us About Finances?

Mark Twain had a way of saying things that can make you stop and think. Listen in on our conversation as we examine some famous Mark Twain quotes to see how they might relate to a number of financial questions. Who knows . . . you might just discover an important insight or two! If you'd like to talk with Glenn about your plans, it's easy to schedule some time with him. He is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get

Aug 26,2020 14:43

150. Investing Like A Genius

What are the characteristics of “Genius” and can these characteristics be applied to the decisions you make when it comes to your money and your retirement or investment accounts? This week we take some time to discuss these and other questions. Would you like to talk with Glenn about your plans? It's easy to schedule some time with him, Glenn is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Remember

Aug 19,2020 14:24

151. Saying One Thing But Doing Another

Are you saying one thing, but doing another? Is it possible that you might be guilty of this without even realizing it? As you listen in this week, you might be surprised to learn that it's not that uncommon for this to inadvertently happen. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Remember to click the “Share” button to share o

Aug 12,2020 20:27

152. What Do You Think Of Dave Ramsey?

Just about everyone has heard of Dave Ramsey and he certainly has quite a following. On this week's podcast we discuss a number of his basic philosophies and whether or not his advise makes sense for everyone to follow. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Remember to click the “Share” button to share our podcast with friend

Aug 06,2020 21:05

153. Pre Retiree Mistakes

What happens when decisions are made without the benefit of important information? Listen in on this week's podcast as we discuss important (and often overlooked) factors to consider when making big retirement decisions. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Remember to click the “Share” button to share our podcast with frien

Jul 31,2020 21:03

154. Traditional vs Roth IRAs

Which IRA is best for you and your money? Should you have one or the other? Should you have both? Did you realize that if you're not careful, your IRA could cause your Social Security to become subject to taxation? This week we take some time to delve into these questions and examine possible unintended consequences of not having a tax diversified retirement plan. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a cal

Jul 23,2020 17:13

155. Questionable Financial Strategies

Does your financial plan rest on a solid foundation? Is your plan built to last or do you have some questionable financial strategies? Listen in on this week's podcast as we evaluate the possible ramifications of a number of financial strategies. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Remember to click the “Share” button to sh

Jul 16,2020 16:13

156. Let’s Talk About Some FAQs

Many people tend to have a number of similar questions which is why we often times refer to them as “Frequently Asked Questions”. However, the answers can vary significantly depending on individual circumstances. This week we discuss some of these questions and some of the considerations to evaluate when answering these questions. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit Sched

Jul 07,2020 25:36

157. Have You Saved More Than Others Your Age?

It's never a good idea to try to “Keep Up With The Joneses”, yet it's probably not a bad idea to check in to see whether or not you're on track to save what you'll need for the retirement lifestyle you're hoping to enjoy. On this week's podcast we discuss different age groups and ways to determine whether or not you're on track. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit Schedul

Jun 30,2020 22:09

158. Avoiding Critical Mistakes

It goes without saying that it's important to “Avoid Critical Mistakes”. On this week's podcast we discuss a number of potential mistakes and provide a number of perspectives that might just help you discover some valuable insights. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Remember to click the “Share” button to share our podcas

Jun 24,2020 19:25

159. Your Biggest Assets

Are you inadvertently neglecting some of the most important aspects of your biggest assets? This might sound like a strange question, yet it's not that uncommon. As you listen in on the podcast this week, you may find yourself in this very situation. Sometimes thinking about things in a slightly different way can make all the difference in the world. If you'd like to talk with Glenn about your retirement plans, he is available for both in person and virtual meetings. Simply give us a call at (33

Jun 17,2020 19:39

160. Hidden Gems

It's no secret that what you focus on tends to expand and what you don't pay much attention to tends to become overlooked or forgotten. On this week's podcast we take some time to discuss some of the potential “Hidden Gems” that might be found hiding in plain sight within a retirement plan. As you listen in, think about your own retirement plans and whether or not you may have an overlooked “Hidden Gem” or two that may need some attention. To discuss your plans with Glenn simply give us a call a

Jun 09,2020 14:26

161. 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

Jun 03,2020 14:23

162. Stages Of Retirement

Many things in life come in stages and retirement planning is certainly no exception. What stage are you in? How close are you to retirement? Maybe you're already retired, but you want to re-evaluate your plan. This week we take some time to discuss the Stages of Retirement. So tune in and if you'd like to schedule some time with Glenn, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com. Glenn is available for both in person and virtual meetings. Remember to click the “Share”

May 27,2020 17:02

163. Major Life Changes

There are some “Major Life Changes” that are predictable and some that can be completely unexpected. At these important times, it's critically important to understand your options and to make wise decisions. On this week's podcast we take time to review, discuss and evaluate the financial aspects of several “Major Life Changes”. If you'd like some guidance, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to schedule some time with Glenn. Glenn is available for both in perso

May 19,2020 17:00

164. Do You Have A Financial GPS?

Let's face it, virtually everyone has had an unpleasant experience of taking a trip and getting lost. Fortunately for most, it all turned out okay in the end and maybe there's an entertaining story to tell about their adventure. However, getting off track or lost financially without having a financial GPS could result in something far more serious. This week we spend some time discussing some of the detours that sometimes happen and ways to help stay on track. If you'd like some guidance on your

May 12,2020 19:38

165. The Coronavirus, The CARES Act & Your Retirement Accounts

In these challenging times, the government has taken steps and enacted legislation designed to provide additional flexibility and access to retirement accounts. On this week's podcast, we discuss ways that the recently passed CARES Act addresses retirement accounts. Our objective is to provide a big picture overview and to encourage those who have been impacted by the coronavirus to explore all of their options prior to accessing their retirement accounts to meet current challenges. Click here f

May 06,2020 12:40

166. Best Intentions Bad Advice

To whom are you listening? Have you ever had a conversation with “Bob At The Water Cooler” . . . a friend or maybe a relative about your finances? Has “Bob” ever given you advice? On this week's podcast we discuss how sometimes those with the best intentions may inadvertently give advice that might not be right for the person they are trying to help. It's very important to understand that what's good advice for some might not be right for others. Remember, if you'd like some guidance as you trav

Apr 28,2020 17:45

167. Coronavirus Update

As you know, the Coronavirus has created disruptions and difficulty all across the globe. On this week's podcast we take some time to discuss disruptions and changes folks are experiencing in everyday life, as well as, the state of the economy and retirement plans. As you listen in on our conversation, we hope you gain some insights that will help you deal with the impact of the Coronavirus. If you'd like to discuss your plans or situation, simply give us a call or visit ScheduleSomeTime.com to

Apr 21,2020 19:46

168. Financial Crosswords

Do you like crossword puzzles? I hope so, because on this week's podcast we discuss how putting together a financial or retirement plan can be like a crossword puzzle. Listen in on our conversation as we discuss a number of “Financial Crossword” strategies to address a variety of financial and retirement challenges. Everyone has a different financial puzzle to solve. If you'd like to discuss yours or you'd like a second opinion, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.c

Apr 16,2020 22:15

169. Financial Truths

In many cases when it comes to financial and retirement planning questions the answer often starts with “It Depends . . .”. However there are some things that can be considered “Financial Truths” - the topic of this week's podcast. Listen in on our conversation as we delve into and explore a number of “Financial Truths” and examine possible strategies. If you'd like to discuss your plans, simply give us a call or visit GreensboroRetirement.com to schedule some time with Glenn. Glenn is available

Apr 09,2020 14:34

170. Retirement Goals

As we all know, virtually everyone has goals for retirement – financial goals, lifestyle goals just to name a few. As you think about your retirement goals, ask yourself whether or not you have a plan in place that's designed to make your goals become a reality. Unfortunately, if you don't have a plan, your goals might just be hopes or wishes. On this week's podcast we take some time to discuss retirement goals. We're here to help so reach out to us and remember to share the podcast with your fa

Apr 01,2020 16:48

171. Roth Conversions

To convert or not to convert – that is the question! When is it a good idea to do a Roth conversion? On this week's podcast we discuss Roth conversions. Our conversation starts with the basics of a Roth conversion. We then delve into the pros and cons, as well as, some tax aware strategies designed to help minimize the future tax liabilities inherent with pretax accounts like traditional IRAs and 401(K)s. Give us a call to schedule some time with Glenn if you'd like to discuss your plans and rem

Mar 24,2020 19:02

172. Desire To Retire

What is your desire to retire? Do you have an age in mind? Do you have a specific dollar amount that you want to have saved before you retire? On this week's podcast we delve into a number of questions that may be on your mind or that you might need to know the answer to before you make the big decision. Sit back and listen in on this week's conversation as we explore the questions and the possibilities. Give us a call to schedule some time with Glenn if you'd like to discuss your plans and reme

Mar 17,2020 16:34

173. Emotional Investing

We've all been taught that making decisions based on facts and logic tends to work best, however human beings do have emotions. So this week we take some time to discuss balancing emotions and logic. As you listen in on the conversation, reflect on your own situation - you might just find a few insights that help you on your journey along the Retirement Roadmap. We're here to help so reach out to us and remember to share the podcast with your family, friends and colleagues. Investment advisory s

Mar 10,2020 12:51

174. Common Financial Myths

If what you thought to be true turned out not to be true, when would you want to know about it? Listen in on this week's podcast as we spend some time discussing some “common financial myths” to be aware of and to guard against. Reach out and schedule some time with Glenn to discuss your personal Retirement Roadmap. If you enjoy our podcast remember to share it with your family, friends and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Register

Mar 03,2020 16:09

175. Financial Bias

To whom are you listening and is their advise in your best interest? Always be on the look out for “Financial Bias”. It's important to understand that much of what you may hear and read is general information intended for the masses and your situation may well call for something different. As you listen in this week, take note of some of the distinctions that could make a world of difference when making financial decisions as you travel the Retirement Roadmap. Investment advisory services offere

Feb 25,2020 16:12

176. Managing Debt

How do you define debt? It's important to understand what debt is and to evaluate how and when you might pay future obligations early and when you might chose to continue making payments instead of paying off the balance before it's due. On this week's podcast we spend some time discussing different definitions of debt and how to manage debt. Understanding these dynamics can play a role in how long your money lasts and how much access you have to capital when you might need it. Remember to share

Feb 18,2020 16:25

177. Are You Making Excuses To Not Retire?

It may sound like a strange question to some, but you might be surprised! This week we delve into this question and some of the reasons people may have for not being sure whether to retire or when to retire. As you listen to the podcast this week, you may find yourself reflecting on your own situation – which may cause you to ask yourself some important questions. Share the podcast with your family and colleagues and feel free to reach out. We're here to help you on your journey along the Retire

Feb 12,2020 15:54

178. Cash – What’s The Right Amount?

Most advisors would agree that having a readily available emergency fund is important yet knowing how much cash to have on hand might not be as easily determined as you might think. On this week's podcast, we discuss this question and what some of the determining factors might be in answering this question. Take a little time and listen in – you might be a little surprised by what you learn. Remember, we're here to help. So feel free to reach out and schedule some time to review your current pla

Feb 04,2020 17:41

179. Advisor Traits

What do you look for in an advisor? Are there certain traits that may be important? On this week's podcast we explore these questions and take some time to discuss different aspects that could be important to evaluate. As you listen, think about your situation and ask yourself if your advisor has the traits and skill sets you need to help you navigate the Retirement Roadmap. Let us know how we can help and remember to share The Retirement Roadmap Podcast with colleagues and family. Investment ad

Jan 28,2020 20:24

180. Retirement Frequently Asked Questions

If you've been a listener to our podcast for a while, you've probably heard us talk about how everyone's situation is different and we don't believe in "One Size Fits All" solutions. However, there are a number of questions that often come up when talking about retirement planning – you might call these “Frequently Asked Questions” or FAQs. This week we take some time and discuss a number of these questions. As you listen in, you may discover a few new insights or ways of thinking about things.

Jan 22,2020 14:20

181. How Will The Secure Act Impact You & Your Heirs?

President Trump signed The Secure Act into law at the end of 2019. This is a VERY IMPORTANT DEVELOPEMENT WHEN IT COMES TO RETIREMENT AND ESTATE PLANNING! This week we delve into the details of this new law and the potential implications to your retirement and how it may affect taxation on what you might leave to your heirs. As you listen in on this week's podcast you can begin to evaluate how the Secure Act may impact your particular circumstances. Feel free to schedule a complimentary strategy

Jan 14,2020 13:36

182. Social Security Misunderstandings

Social Security is a very valuable part of retirement income planning and unfortunately mistakes are often made unknowingly and unnecessarily. When and how to claim your benefits is an important decision that can be made strategically with some careful analysis. On this week's podcast we take a little time to shed some light on a few key points to be evaluated when making Social Security decisions. Listen in on our convention and you might just discover a few valuable insights that could help yo

Jan 08,2020 16:51

183. Finding The Silver Lining

Challenges are virtually inevitable in life and when things don't go your way it's important to stop and look for the “Silver Lining”. Let's face it, almost nothing is all good or all bad, so on this week's podcast we take a look at a number of “unfortunate” situations that could actually provide opportunities when looked at from a different perspective. As you listen in on our conversation, you might just discover a new point of view. Reach out and let us help you navigate the Retirement Roadma

Dec 18,2019 17:41

184. Estate Planning Mistakes

Image that you wake up from a dream where you accidentally disinherited some of the most important people in your life. It's a terrible thought, isn't it? Let's face it, you've worked hard and saved your entire life. You want to leave a legacy to your family and those that mean the most to you. Unfortunately, this tragic mistake happens more than you might think. This week we talk about some of the most common estate planning mistakes and how to take steps to avoid them. Listen in and let us hel

Dec 10,2019 17:17

185. Are You Unknowingly Sabotaging Your Retirement?

Is it possible to unknowingly sabotage your retirement? It's been said that the road to sabotage is paved with good intentions. It's important to understand that strategies for living in retirement can be VERY DIFFERENT than saving for retirement strategies. Listen in on our conversation as we discuss this important topic and as always . . . feel free to reach out to us and schedule some time to discuss how we can be a resource as you travel the Retirement Roadmap. Investment advisory services o

Dec 03,2019 15:29

186. Awkward Conversations

Let's face it, when discussing finances there are certain topics that can create “Awkward Conversations”. We also know that it's very easy to make big mistakes when important topics are avoided or are not addressed. Tune in this week as we discuss a number of challenging yet important subjects that are often put off or totally avoided by many. Let us know how we can help you address the difficult topics and “Awkward Conversations” that you know in your heart of hearts are critical to your financ

Nov 26,2019 16:00

187. Developing Strategies For A No Regret Retirement

It's easy to agree that after a lifetime of hard work, a “No Regrets Retirement” would be a nice reward. Sadly, not everyone achieves this goal. On this week's podcast we explore strategies that can potentially reduce the pitfalls and provide pathways to a bright sunny retirement. Take a few minutes to listen in on our conversation. Remember to share the podcast with your friends and let us know how we can help you develop a Retirement Roadmap with No Regrets. Investment advisory services offere

Nov 20,2019 12:21

188. Retirement Variables & Constants Part 2

Last week we took a little time to explore some of the “constants” in retirement planning so this week we continue our conversation on retirement variables and constants with an emphasis on retirement “variables”. Sit back relax and listen in as we share additional insights that can potentially make a difference for your journey along the Retirement Roadmap. Remember to subscribe to our newsletter as well as the podcast and if you enjoy them remember to share with your friends and colleagues. In

Nov 12,2019 16:38

189. Retirement Variables & Constants Part 1

As you know, when planning your retirement you need to be careful about adopting one size fits all solutions, however there some elements of retirement planning that tend to remain constant. So over the next two weeks we will be discussing a variety of variable and constant considerations when it comes to retirement planning. Listen in as we share insights that can potentially make a difference for you as you travel along the Retirement Roadmap and remember to share the podcast with friends and

Nov 07,2019 17:07

190. Is A Market Crash Coming?

This is a question that is on the mind of quite a few investors these days. This week we address this question and what it might mean to different people in different phases of life. Tune in as we discuss how different strategies and different market conditions could affect your retirement plans. We're here to help. So reach out and schedule some time or let us know how we can help you navigate your retirement journey and remember to share the Retirement Roadmap podcast with your friends and col

Oct 24,2019 14:08

191. Are You Working With The Right Advisor?

It goes without saying that saving for retirement is quite a bit different than living in retirement. So one of the questions to ask yourself is . . . “Does my advisor specialize in accumulation strategies (saving for retirement) or does my advisor specialize in preservation and distribution strategies (living in retirement)? Listen in on this week's podcast as we discuss potentially important distinctions to understand and to evaluate in your retirement planning. Let us know how we can help you

Oct 16,2019 15:10

192. Flying & Retirement

What does flying have to do with retirement? Well, both of these subjects can create excitement and anxiety. So on this week's podcast we discuss a few lessons that you can learn from flying and how these lessons can relate to planning for and living in retirement. As you listen in on our conversation you may discover a few insights that can help you on your journey along the Retirement Roadmap. Always remember we're just a phone call away – so let us know how we can help. If you enjoy our podca

Oct 09,2019 14:38

193. Even Responsible Savers Make Mistakes

Let's face it . . . Nobody's perfect and everybody can make mistakes! This week we take some time to discuss some of the mistakes that are sometimes made by those who work hard to save for retirement. There's always room for improvement, so take a few minutes to listen in – this could be an important podcast for you. We're here to help you navigate your Retirement Roadmap. So let us know how we can best serve you in your retirement journey and remember to share our podcast with your friends and

Oct 02,2019 15:44

194. Financial Myths

If what you thought to be true turned out not to be true, when would you want to know about it? The obvious answer is right away! On this week's podcast we address a number of topics that are sometimes misunderstood. As you listen in on our conversation this week, you may find yourself re-evaluating some long held beliefs about money and retirement. Always remember we're here to help guide you along the Retirement Roadmap. Feel free to reach out to us with any questions and share our podcast wit

Sep 25,2019 24:35

195. The Blame Game

It's easy to find fault with others or point to circumstances in an effort to assign blame or find reasons why things didn't turn out the way you wanted or intended. This is basic human nature when things don't turn out. However, this attitude or mindset can leave you powerless if you're not careful. Everyone faces set backs from time to time and this week we examine strategies and mindsets that can help when recovering from setbacks. Listen in on our conversation and you might just find a few i

Sep 18,2019 14:19

196. 401(K) Weaknesses

In today's world, there are lots of choices about where and how to save for retirement. Often times, people utilize a 401(K) option offered by their employer. 401(K)'s can be very powerful since they have much higher contribution limits than IRA accounts. Be careful though, 401(K)'s are not necessarily the end all be all and they sometimes have possible weaknesses. On this week's podcast, we discuss some of the pros and cons of saving in a 401(K) and some of the things to be aware of and watch o

Sep 11,2019 14:46

197. I Have A Question

Questions – Questions – Questions! Have you ever had something come up that you thought you knew how to handle, but when you started thinking about it . . . you realized that there might be more to it? If so, you may want to listen in on this week's podcast! This week we discuss answers to a number of common financial questions. Where you end up on the Retirement Roadmap often depends on the actions you take and how you answer important questions. Give us a call and let us know how we can help y

Sep 04,2019 20:29

198. Planning For The 3rd & 4th Quarter

As we start heading into the end of the year, it's time to get certain financial affairs in order. Tune in to this week's podcast and listen in as we discuss a number of items that may need your attention sooner rather than later. Making sure you understand key planning concepts and priorities can make a big difference in where you end up on your journey along the Retirement Roadmap. Always remember that we're here to help, so reach out and let us know how we can be of service. Investment adviso

Aug 28,2019 15:46

199. Planning With Urgency

There are some things that you can take your time with and others that require URGENCY. On this week's podcast we discuss a variety of planning issues that might demand a sense of urgency and ways that you could actually prepare for the possibly of some these situations before they even happen. Take a few minutes to join us and as you listen for new insights you may discover a few distinctions that could help you along the Retirement Roadmap. Let us know how we can help and always feel free to s

Aug 21,2019 18:00

200. Portfolio Disasters

It goes without saying that everyone wants things to turn out well and retirement planning is typically way up on the priority list! On this week's podcast we discuss a number of “Portfolio Disasters” and strategies to help you avoid them. Listen in on our conversation as we look to provide you with valuable insights and as always let us know how we can help you in navigating your personal Retirement Roadmap. Investment advisory services offered through Horter Investment Management, LLC, a SEC-R

Aug 15,2019 15:28

All Episodes (200) From new to old From new to old From old to new

All Episodes (200)

From new to old

From new to old From old to new