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.

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis unpacks the recent market volatility and reveals why it’s not time to panic, it’s time to plan. From smart Roth conversions during market dips to in-service rollovers and the difference between Roth IRAs and life insurance for legacy planning, Stewart lays out actionable strategies to turn market downturns into long-term advantages.

You’ll also hear the story of a young couple who thought they were making all the right tax moves, until their surprise IRS bill showed otherwise, and what Stewart did to help them course-correct. Plus, learn how even high-net-worth individuals miss out on key opportunities, and why your financial advisor should always be reviewing your tax return.

Whether you’re early in your career or just a few years from retirement, this episode is filled with tips to help you build wealth, minimize taxes, and take control of your financial future.

📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary portfolio risk review and forward-looking tax strategy session.

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis dives deep into the world of estate planning—and the surprising complications that come with it. From deciding between “equal” and “fair” inheritance splits to using life insurance to balance out gifts between children, Stewart reveals the often-overlooked strategies that can protect your legacy and your relationships.

You’ll also hear stories of sudden windfalls, poorly handled inheritances, and why Stewart says your estate plan should be about more than just money—it’s about keeping your family together. Plus, learn why powers of attorney, trust ownership of assets, and clear goals for your estate are essential if you're a business owner or just want to avoid probate.

If you want to ensure your family stays intact long after you're gone, this episode is packed with practical advice, real stories, and proven strategies to do just that.

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

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis shares a powerful reminder: life doesn’t always go as planned. Whether it's an unexpected health scare, job loss, market downturn, or family financial pressure, your retirement plan needs to be ready to adapt.

Stewart explains how a true retirement strategy goes beyond investing—it includes tax planning, risk management, lifestyle flexibility, and even preparing your family. You’ll hear real stories about supporting adult children, making Roth conversions before age 59½, how income and risk should be aligned, and what to do if your financial advisor isn't including your spouse in the planning process.

Plus, Stewart breaks down how compounding works (and how it can work against you), what to do with inherited 401(k)s, and how technology and coaching help his clients—and his advisory team—stay focused, clear, and confident.

If life feels uncertain right now, this episode brings steady, practical advice for staying on track.

📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary tax and risk review.

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis tackles one of the most personal—and stressful—questions in planning: “Can I actually retire?” From unexpected job loss to emotional decisions fueled by political headlines, Stewart walks you through how to make a data-driven, personalized retirement decision.

You’ll hear real client stories, including a 67-year-old who retired two years earlier than planned, and how tools like dynamic income modeling and tax planning helped him stay on track. Stewart also covers what higher-income earners often overlook, why some early retirees struggle, and how smart planning can adapt to your changing life—whether you’re facing a volatile market, shifting goals, or big life purchases.

If you want to stop guessing and start planning with confidence, this episode is for you.

📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary retirement readiness review.

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis breaks down one of the biggest questions pre-retirees face: "Can I actually stop working?" From creating a tax-smart withdrawal strategy to analyzing longevity risk, Stewart explains the real numbers that matter when evaluating your retirement readiness.

You’ll learn how taxes, income gaps, and spousal planning all factor into your ability to retire with confidence—and stay retired. Stewart also shares stories from real client cases, including overlooked risks with pensions, required minimum distributions (RMDs), and how failing to plan for a surviving spouse can create financial disaster.

If you're within five years of retirement or already there, this episode will help you see where you stand—and what steps can protect your future.

For your complimentary income and tax review, call 📞 877-5-RETIRE or visit AssetPreservationWealth.com.

In this episode of The Asset Preservation Hour, financial advisor Rocky Monson unpacks the fear surrounding tariffs, market volatility, and political uncertainty—and why emotional reactions can derail your retirement plan.

You'll hear a real client case study, learn how to evaluate your true risk tolerance, and discover why moving to cash during downturns often leads to regret. Rocky and Stewart explain the difference between temporary volatility and true bear markets, and how the right financial strategy (not the headlines) should drive your decisions.

This episode is packed with insights on how to stay invested with confidence, avoid costly timing mistakes, and build a plan that can weather any administration or market cycle.

For your complimentary portfolio and risk review, call 📞 877-5-RETIRE or visit AssetPreservationWealth.com.

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis covers the real issues retirees face when building a lasting financial plan. From how much of your nest egg is truly yours after taxes, to how to maximize new catch-up contributions and navigate required minimum distribution (RMD) changes, Stewart shares strategies to keep your retirement income protected.

You'll hear a real-world client case study about selling a multi-million dollar property, plus practical advice on why estate planning and tax planning must work together. Stewart also explains how to spot financial scams and avoid costly rollover mistakes.

If you're serious about building a stable, tax-smart retirement plan, tune in now for clear, actionable strategies that go beyond surface-level advice.

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