39 – What a Real Financial Plan Should Include
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39 – What a Real Financial Plan Should Include
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis explains why most people think they have a financial plan when in reality they only have investments and a stack of statements. Stewart breaks down what a true written plan must include, from professional money management and diversification to year round tax strategy and proper estate planning.
You’ll learn why relying on a single advisor’s stock picks can be risky, how improper titling can derail even a well written trust, and why fourth quarter reviews are essential for decisions like Roth conversions and Medicare IRMAA planning. Stewart also shares why market volatility shouldn’t push you into day trading gimmicks, how to reduce risk as you approach retirement, and when an in service rollover can help you get professional management before you stop working.
If you want confidence that your investments, taxes, and estate plans are working together not against each other this episode gives you practical steps you can apply right away.
📞 Call Stewart and his team for your complimentary portfolio review and fourth quarter tax strategy session at 877-5-RETIRE (877-573-8473) or visit AssetPreservationWealth.com