On this episode of The Asset Preservation Hour, financial advisor Stewart Willis shares proven strategies for turning your retirement savings into a reliable income stream that lasts. Stewart discusses how to strategically use dividends, bond laddering, municipal bonds, annuities, and other fixed income solutions to create a secure and tax-efficient retirement income.

You'll learn why it's critical to align your retirement income strategy with your unique financial situation, including how to manage capital gains and losses effectively, and the importance of coordinating your investments with a clear tax strategy. Stewart also explores how high net worth retirees use specialized tools to protect their wealth, generate sustainable income, and pass wealth efficiently to the next generation through thoughtful estate planning.

Listen now to ensure your retirement income is stable, secure, and optimized for lasting wealth.

For your complimentary, personalized retirement income review, visit AssetPreservationWealth.com.

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis explores essential strategies for creating a tax-efficient retirement plan. Stewart explains the common pitfalls of tax-deferred savings, the long-term impact of taxes on your retirement income, and why paying taxes strategically now may benefit you significantly in the future.

Discover how to realistically evaluate your retirement savings goals, factoring in monthly expenses, inflation, and future lifestyle events. Learn why relying on generalized retirement rules like the "4% rule" might not provide the security you're looking for, and how a tailored, personalized retirement plan can align your savings with your unique financial needs and expectations.

If you're concerned about managing taxes effectively and maintaining your lifestyle in retirement, tune in for practical insights and actionable advice.

For your complimentary portfolio review and retirement income analysis, visit AssetPreservationWealth.com.

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis explores how rising home insurance costs across the country could significantly affect your retirement savings. Stewart explains what’s driving these insurance rate hikes and provides tips to help you ensure you’re fully protected without overpaying.

You’ll also discover why long-term care is one of retirement’s biggest hidden financial risks and how you can strategically plan for potential healthcare costs without draining your savings. Plus, Stewart discusses the importance of regularly rebalancing your portfolio—especially in volatile markets—to maintain your preferred risk levels and keep your retirement plan stable.

Tune in to ensure your retirement is protected from unexpected expenses, insurance gaps, and investment risks.

For your free portfolio review, visit AssetPreservationWealth.com.