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  • Retirement Planning for High-Net-Worth Individuals

    Retirement Planning for High-Net-Worth Individuals
    2025/07/27

    Retirement isn’t the end — it’s a new beginning that demands structure, foresight, and a smarter kind of plan. In this episode of Advisor Advice by Prime Wealth (www.pwa1.com), Orion Willis shares how high-net-worth individuals can convert assets into reliable income while minimizing taxes and preserving legacy. If you’ve built wealth, now’s the time to make it work for you — intentionally.
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    3 分
  • How Economic Policies Shape Your Wealth

    How Economic Policies Shape Your Wealth
    2025/07/22

    In this episode of Advisor Advice by Prime Wealth (www.pwa1.com), we explore how tax law changes, interest rate shifts, and regulatory updates impact your financial life — from investments to estate planning. Orion Willis breaks down why staying informed matters, how to adapt without overreacting, and what strategies can help you navigate an ever-changing economic landscape with clarity and confidence.
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    3 分