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Retirement Today episodes
- 019: Will the IRS Be Your #1 BeneficiaryOn this week's podcast, Michael D. Reese, CFP® will discuss whether or not the IRS will be the biggest beneficiary in your retirement accounts. When it comes to the stretch IRA, Mike will explain how it currently works versus how the new law will affect your beneficiaries. Your best is yet to come! So sit back, relax, and listen to The Retirement Revolution.
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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.38 min - 018: Retirement Planning Is So Much More...On this week's podcast, Michael D. Reese, CFP® will share the three ways that retirement planning is so much more than just investing. When you transition from working to retirement, you need to make sure that you change your investment style and make the correct decisions to achieve your goals in 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.38 min - 017: Beneficiary Blunders
On this week's podcast, Michael D. Reese, CFP® will share a story about the mistakes Don and Patty ran into when it came to their trust. He will discuss what you need to do in order to make sure all of your accounts are set up the right way and all of the legal steps are completed so you can achieve your retirement dreams. 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.38 min - 016: An Interesting Tax Discussion
On this week's podcast, Michael D. Reese, CFP® will share a scenario about John and Mary to show you how taxes work when it comes to your retirement accounts. Listen to Mike discuss the different tax methods so you can make smart financial choices to have the confidence that your money is going to last during your 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.40 min - 015: Three Investment Worlds
On this week's podcast, Michael D. Reese, CFP® will share the three investment worlds and what they are designed to do so you can make smart choices to achieve your retirement dreams. When it comes to your retirement accounts, Michael will discuss the differences between protected, conservative growth, and opportunistic growth. 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.46 min - 014: Confessions of a 20+ Year Veteran
On this week's podcast, Michael D. Reese, CFP® will share the various topics, tips, and struggles that he learned over the last twenty years in the financial industry. Listen to the podcast to find out the things you need to know when it comes to fulfilling your dreams in 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.34 min - 013: Why IRAs Are Bad During RetirementOn this week's podcast, Michael D. Reese, CFP® will discuss the five reasons why 401k’s, IRA’s, and other accounts are perhaps the worst types of plans to hold after you retire. Listen to Mike discuss some of the things you NEED to know when it comes to managing your retirement accounts. Your best is yet to come! So it 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.39 min - 012: Market or Safer
On this week's podcast, Michael D. Reese, CFP® will discuss the ups and downs of the market and how it effects your retirement accounts. Mike will describe a scenario where you receive two envelopes. The first envelope has all of the risk in the market, while the second envelope has half of the upside and none of the loss. Which envelope would you choose? Listen while Mike explains the different scenarios and how they can affect the second half of your life. Your best is yet to come! So it 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.38 min - 011: The Wade Pfau Study
On this week’s podcast Michael D. Reese, CFP® is going to discuss an article from Wade Pfau regarding income planning. The financial circumstances that retirees face differs dramatically from pre-retirees. Mike will talk about the 4% rule as well as whether the 60/40 rule is still the best option. 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.39 min - 010: The Purpose Of Your Retirement Money
What is the purpose of your financial accounts and how does that impact your retirement? When you are working, you are trying to grow your savings so you can fulfill your dreams in retirement. The moment you retire the purpose of your money changes therefore, the tools you use should change as well. Your retirement accounts should provide a secure, consistent, stable and growing stream of income that lasts as long as you live.
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.38 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.