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Horizon Advisers Unleashed Podcast

Horizon Advisers Unleashed Podcast

著者: Ryan Kus Alex Dinser and Andrew Hinrichs
無料で聴く

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10月19日まで。※適用条件あり

As financial planners and business owners, we will discuss many topics. Our goal is to educate listeners on specific financial topics as well as conducting interviews of other business professionals. We hope you learn from their insight, stories, and experiences.Financial Advisor offering securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity Tax services are provided by Horizon Advisers. Cetera Wealth Services LLC does not provide tax services. Tax and accounting services provided by Horizon Advisers CPA. Cetera Wealth Services LLC does not provide tax nor accounting services. 50 W Big Beaver Road, Troy, MI 48084. Cetera Wealth Services, LLC was previously known as Cetera Advisor Networks LLC

© 2026 Horizon Advisers Unleashed Podcast
マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • #247 -The Biggest Unexpected Retirement Costs: What Your Retirement Plan Might Be Missing.
    2026/10/07

    You've calculated your Social Security. You know what your 401(k) is worth. You've estimated your monthly expenses. So, you're ready for retirement...right?

    Maybe not.

    Some of the biggest threats to a retirement plan aren't the expenses people plan for—they're the ones they never saw coming.

    In this episode, Ryan Kus and Andrew Hinrichs discuss some of the biggest unexpected costs retirees face, including healthcare, long-term care, home repairs, helping family, taxes, and major purchases.

    More importantly, they discuss how to prepare for these expenses without feeling like you need to save every dollar and never enjoy retirement.

    Because a good retirement plan shouldn't just work when everything goes according to plan. It should be built for the things that don't.

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    29 分
  • #246 - How Much Is Enough? The Number That Could Change Your Life
    2026/09/23

    We spend most of our lives trying to make more, save more, and build more—but when do you finally have enough?

    In this episode, Ryan and Andrew tackle one of the hardest questions in financial planning: How much money is enough?

    Enough to retire. Enough to stop worrying. Enough to help your kids. Enough to take the trip. Enough to spend without feeling guilty.

    They discuss why “enough” isn't simply a net-worth number, why some people with millions still don't feel financially secure, and how a good financial plan can help you shift from constantly accumulating wealth to actually enjoying what you've built.

    Because the goal isn't to die with the biggest portfolio.

    The goal is to use your money to build the life you actually want.

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    38 分
  • #245 - Caroline Wenker Interview
    2026/08/26

    In this episode of Horizon Advisers Unleashed, we sit down with Caroline Wenker, Vice President and Portfolio Manager at PGIM Fixed Income, to break down the municipal bond market.

    We discuss how municipal bonds work, how they compare to other fixed-income investments, the Detroit bond story, recent muni performance, and what the Fed’s latest decisions could mean for bonds going forward.

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    50 分
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