In this episode of The Asset Preservation Hour, financial advisor Stewart Willis delivers a crucial checklist for anyone approaching retirement in the next six months to two years. From budgeting and protecting against market downturns to avoiding sequence of returns risk, Stewart outlines exactly what you should be doing right now to safeguard your retirement.

He also breaks down one of the most overlooked parts of financial planning: how the timing of your Social Security withdrawals could mean the difference between a $1.5 million and $2.5 million lifetime benefit, and how poor tax planning could make much of that taxable. Plus, Stewart and host Spike Spengel dive into real-world estate planning dilemmas, like whether equal is always fair when leaving assets to your children, and how to avoid destroying family relationships in the process.

This episode also features vital insights into the role of powers of attorney, how business owners can prepare for incapacity, and why your estate plan isn’t just about what happens after death, it’s about protecting your interests while you're alive.

📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary portfolio review, Social Security analysis, and estate planning conversation.