Podcast - MIKE (1)

002: Balanced Portfolio Fallacy

The Balanced Portfolio Lie!

In this podcast you’ll learn:

Certified Financial Planner, Michael D. Reese discusses a common mistake that his parents made (and that some of you may be currently making) that almost costed them their retirement dream. After only a few short years of being retired, a market crash and the balanced portfolio fallacy, Michael’s parents almost lost half of their portfolio. For many people in America retirement is 20-30 years of unemployment. Michael D. Reese shares how this experience lead him to realize when it comes to retirement financial industries as a whole are failing American families. Listen to Michael come up with an answer that will work regardless of what the markets do.  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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