Sign up to save your podcasts
Or
Share Retirement Today
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Retirement Today episodes
- 029: Vanguard Needs an Advisor
John Woerth, who leads Vanguard’s public relations and strategic communications division, and who also has LONG been a believer of “buy and hold” and “you can do it yourself” has now changed his tune.
What happened???
Well, apparently this guy is now 56 years old and is starting to have some doubts about his DIY (Do It Yourself) approach as his retirement is on the horizon. He lists three reasons why he is now thinking it is time to get help from a financial advisor.27 min - 028: The SECURE Act
Mike talks about some of the ways the SECURE Act changes the retirement planning landscape. Included in the podcast are:
- Required Distribution rule changes
- The “death” of the Stretch IRA
- Unlimited IRA contribution age limits
- Small employer opportunities
- And a lot more…
This new law is the first major change on retirement planning in years. Make sure you listen in so you can keep up with all the rules.
Your best is yet to come! So sit back, relax, and listen to Retirement Today.
CONNECT WITH MICHAEL D. REESE, CFP®
Facebook // Instagram // LinkedIn // Pinterest // Twitter // Website // YouTube
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Centennial Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Centennial Advisors, LLC.23 min - 027: Why We Do What We Do
In what Mike feels is perhaps the most important message he has ever delivered on a podcast, you will hear the true story of Tom and Mary and how it illustrates WHY we do what we do with the families we serve.
Tom and Mary had worked with Mike for over 7 years when he got the call that Tom passed away. This is the story of that day, and WHY we are so passionate about serving our clients.
CONNECT WITH MICHAEL D. REESE, CFP®
Facebook // Instagram // LinkedIn // Pinterest // Twitter // Website // YouTube
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Centennial Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Centennial Advisors, LLC.30 min - 026: How To Choose An Advisor
In this podcast, Mike shares the three main questions you want to have answered to your satisfaction when you are looking to select a financial advisor. Mike covers the importance of Specialization, Independence, and being a Fiduciary.
This conversation also applies to your current advisor if you have one. Just because you have worked with someone for 20 years does not mean that they are still the best fit for you.
Enjoy this insightful conversation on How to Choose a Financial Advisor. Your best is yet to come! So sit back, relax, and listen to Retirement Today.
WITH MICHAEL D. REESE, CFP®
Facebook // Instagram // LinkedIn // Pinterest // Twitter // Website // YouTube
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Centennial Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Centennial Advisors, LLC.31 min - 025: How a 10% Tax Increase Leads To 70% More TaxIn this podcast, Mike shares how a 10% increase in tax rates can lead to owing 70% more tax on the same income. This is a wake up call to those of you who both have money in retirement accounts like 401k and IRA. If you believe tax rates will increase in the future (as many do), then you will want to listen in closely to this discussion. Your best is yet to come! So sit back, relax, and listen to Retirement Today.
WITH MICHAEL D. REESE, CFP®
Facebook // Instagram // LinkedIn // Pinterest // Twitter // Website // YouTube
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Centennial Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Centennial Advisors, LLC.29 min - 024: Three Levels of Investment HelpIn this podcast, Mike talks about the three levels of investment help.
- Product Providers
- Investment Advisors
- Financial Planners
WITH MICHAEL D. REESE, CFP®
Facebook // Instagram // LinkedIn // Pinterest // Twitter // Website // YouTube
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Centennial Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Centennial Advisors, LLC.32 min - 023: The Five RisksTune in to listen to Mike discuss the five risks that can effect your financial success in your dream retirement. Your best is yet to come! So sit back, relax, and listen to The Retirement Revolution.
CONNECT WITH MICHAEL D. REESE, CFP®
Facebook // Instagram // LinkedIn // Pinterest // Twitter // Website // YouTube
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Centennial Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Centennial Advisors, LLC.36 min - 022: Goals Strategies ToolsOn this week's podcast, Mike will talk about the three levels of planning – Goals, Strategies, and Tools. What is most interesting in this discussion is how many people focus on the wrong things. He will share some interesting thoughts on this weeks episode. Your best is yet to come! So sit back, relax, and listen to The Retirement Revolution.
CONNECT WITH MICHAEL D. REESE, CFP®
Facebook // Instagram // LinkedIn // Pinterest // Twitter // Website // YouTube
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Centennial Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Centennial Advisors, LLC.41 min - 021: 3 Reasons Why Annuities Are Unsung Heroes
On this week's podcast Mike shares an interesting article from Forbes Magazine that talks about why annuities are so helpful with your retirement planning. This is a particularly interesting discussion as it seems to fly in the face of popular thinking. Your best is yet to come! So sit back, relax, and listen to The Retirement Revolution.
Download the Article Mike talks about HERE!
CONNECT WITH MICHAEL D. REESE, CFP®
Facebook // Instagram // LinkedIn // Pinterest // Twitter // Website // YouTube
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Centennial Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Centennial Advisors, LLC.39 min - 020: Surviving Spouse Tax Trap
On this week's podcast, Mike will discuss how the current tax code punishes surviving spouses and why that is the case. He will also share some thoughts on what actions you can take to avoid this problem in your own lives. So sit back, relax, and listen to The Retirement Revolution. Your best is yet to come! So sit back, relax, and listen to The Retirement Revolution.
CONNECT WITH MICHAEL D. REESE, CFP®
Facebook // Instagram // LinkedIn // Pinterest // Twitter // Website // YouTube
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Centennial Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Centennial Advisors, LLC.41 min
About Retirement Today
From the publisher's feed
Retirement Today is a podcast for retirees and pre-retirees looking to gain knowledge during the fundamental shift in their lives when it comes to retirement. We believe that your best is yet to come…
and you deserve to get good information to make good retirement decisions. Michael Reese has been in the financial industry for 20 years and it has become clear that the industry as a whole, firms particularly, are failing American families. Michael will share topics such as retirement, retirement income planning, reducing unnecessary taxes, protection from market risk, estate planning strategies, social security, long-term healthcare, medicare and more.