RETIREMENT TODAY

WITH MICHAEL D. REESE, CFP®

Episode 006 (2)

006: The Difference Between Financial Advisors and Retirement Advisors

The Difference Between Financial Advisors and Retirement Advisors


In this podcast you’ll learn:

Listen to Michael D. Reese, CFP® talk about the differences between a financial advisor and a retirement advisor. One of the questions that most retirees ask (and some of you may be asking) is “Do I have enough to retire?” A financial advisor is trained to focus on growth and accumulation during the first part of your life. A retirement advisor will focus on preserving what you’ve built, generating income streams, tax planning and more. Retirement is a fundamental shift in your life. Therefore you need to make sure the strategies and tools you use in your retirement plans will support your goals and dreams. 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.

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