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.