Episode 007 (1)

007: Lou vs Nancy

Which advisor do you have?

In this podcast you’ll learn:

Fiduciary Advisors versus Suitability Advisors – how do you know which type of advisor you work with currently?  And why is it important that you know the difference between the two types? Michael D. Reese, CFP® will share a story about Lou vs Nancy to show you the differences. He will also discuss the different advantages and disadvantages of using banks, insurance companies and market based strategies when it comes to your dream retirement. Finally, Michael will share where you can get the best advice when it comes to your retirement planning. 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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