The Retirement Roadmap Podcast

Hosted by Glenn Mosseller

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Episodes

299

Latest episode

Jul 2026

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About the show

Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.

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60 recent

July 25, 2026Episode 41217 min

5 Signs You Might Be Wealthier Than You Think

It's pretty common for retirees to try to measure how they're doing or how they've done so far in their life's journey. There are many ways to measure success and on this episode we discuss how sometimes people might not be giving themselves enough credit when it comes to measuring true wealth. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Roadmap Financial Consulting, LLC are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Glenn W. Mosseller and/or Roadmap Financial Consulting, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.

June 17, 2026Episode 41116 min

“The 5 People You Meet Before Retirement”

It's important to have perspective throughout life. Preparing for and living in retirement is no exception. In this episode we have a little fun discussing the possible perspectives of “The 5 People You Meet Before Retirement”. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

May 28, 2026Episode 41022 min

Teaching Financial Lessons In Graduation Season

Graduations mark the end and beginning of certain chapters in life. In this episode we explore ways of teaching financial lessons at these important junctures in life. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

April 23, 2026Episode 40918 min

Retirement “Side Gigs”

Often times retirees like to stay busy with a “Side Gig”. In this episode we delve into a number of ways retirees sometimes continue to work either part time or for a limited period of time in their early retirement years. We discuss some of the reasons why and the psychology of the “Side Gig”. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

March 20, 2026Episode 40820 min

Important Red Flags When Evaluating An Advisor

We all know it's important for advisors to look out for the best interest of their clients. In this episode we discuss important red flags to watch out for when considering a client/advisor relationship. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

February 27, 2026Episode 40717 min

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

Retirement is a new lifestyle and there are a number of adjustments that folks go through during this life changing event. On this episode we discuss 5 specific “Must Do's” with the objective of providing helpful retirement strategies. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

January 24, 2026Episode 40623 min

Why You Might Not Be Ready To Retire

Let's face it, retirement is about so much more than just your 401K and what you've saved for retirement. If you've never retired before you might unknowingly be unprepared for what is just around the corner. On this episode we discuss some often overlooked facets of retirement that can be critically important to prepare for before you pull the trigger. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

December 23, 2025Episode 40524 min

Retirement Plans Come In All Shapes & Sizes

Sometimes one size fits all is appropriate, but when it comes to retirement, just about everyone has at least a few unique circumstances or desires that can make personalized planning advantageous. On this episode we explore a few examples that just might hit home for you or someone you know. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

November 20, 2025Episode 40420 min

5 Beliefs That Fool Retirement Savers

As you know, beliefs drive human behavior. However, what if certain mistaken beliefs are causing you to make poor decisions? On this episode, we discuss 5 specific beliefs that can sometimes fool retirement savers into making choices that they may live to regret. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.

October 24, 2025Episode 40321 min

5 Financial Mistakes To Avoid In Your 60's

Financial mistakes can be costly at any age, however mistakes made in your 60's can be even more costly given there is less time to recover then in your younger years. In this episode we highlight 5 specific mistakes to be aware of and to avoid. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. Inc., and Nationwide Advisory Solutions.