RETIREMENT TODAY

WITH MICHAEL D. REESE, CFP®

Episode 009

009: 5 Questions Every Retiree Must Answer

5 Questions Every Retiree Must Answer


In this podcast you’ll learn:

Listen to Michael D. Reese, CFP® dive into the five questions every retiree must answer to ensure you are prepared for your dream retirement. Michael will delve into each question and give you a few quick tips to make sure that you are on track. So sit back, relax, and listen to the Retirement Revolution.

1. Where is your income coming from?

2. What is your risk exposure? How much could you lose if the markets go south?

3. How am I going to keep more money in my pocket and give less to the IRS? How will I manage my taxes?

4. What are you going to do about potential healthcare expenses?

5. Who will receive your assets after you are gone and how?

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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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