『Advisor Advice』のカバーアート

Advisor Advice

Advisor Advice

著者： Prime Wealth Advisors
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 Advisor Advice by Prime Wealth delivers concise, expert insights on retirement planning, tax strategy, wealth preservation, and high-net-worth decision-making. Hosted by Orion K. Willis, ChFC®, CLU®, each episode helps you protect what you’ve built and plan what’s next—clearly, confidently, and intentionally. Whether you’re selling a business, retiring soon, or navigating market shifts, get the clarity and context you need—one smart conversation at a time.Prime Wealth Advisors 個人ファイナンス 経済学
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  • Guaranteed Income Solutions: Are Annuities a Fit for You?

    Guaranteed Income Solutions: Are Annuities a Fit for You?
    2025/08/14

    In this episode, Orion Willis explores how guaranteed income products like annuities can provide more than just stability — they can deliver the freedom to enjoy retirement without constant worry about the markets. He breaks down common misconceptions, explains how annuities can serve as a reliable income floor, and shares strategies for integrating them into a flexible, diversified plan.
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    2 分
  • One Portfolio, Three Professionals, Zero Gaps

    One Portfolio, Three Professionals, Zero Gaps
    2025/08/10

    A truly effective financial plan is never built in isolation. In this episode of Advisor Advice by Prime Wealth (www.pwa1.com), Orion Willis explains why your wealth deserves a coordinated team — financial advisor, CPA, and estate attorney — working together, not in silos. Discover how collaboration uncovers hidden opportunities and protects you from costly oversights.
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    3 分
  • Tax-Efficient Investing: Keep More of What You Earn

    Tax-Efficient Investing: Keep More of What You Earn
    2025/08/03

    Building wealth is only half the equation — keeping it is the other. In this forward-thinking episode of Advisor Advice by Prime Wealth (www.pwa1.com), Orion Willis explores how smarter asset placement, capital gains strategy, and tax-aware investing can dramatically boost what stays in your pocket. Because performance isn’t just about returns — it’s about what you actually keep.
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    3 分
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