エピソード

  • 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
    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
    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
  • 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
    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