RETIREMENT TODAY

WITH MICHAEL D. REESE, CFP®

Episode 017

017: Beneficiary Blunders

Beneficiary Blunders


In this podcast you’ll learn:

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.

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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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