In this episode of The Asset Preservation Hour, financial advisor Stewart Willis explains why estate planning, tax strategy, and income planning must work together to protect your retirement. From living trusts to avoiding probate, Stewart breaks down the most common estate planning mistakes—and how to avoid them.

You'll learn how to create tax-efficient withdrawal strategies, preserve wealth for your heirs, and navigate retirement with confidence. Stewart also shares insights on using life insurance and annuities as estate tools, when they’re appropriate, and how to avoid product-driven advice that doesn’t serve your best interests.

Plus, find out what red flags to look for during Medicare open enrollment and how to avoid falling victim to retirement scams.

If you're serious about protecting your legacy and your lifestyle, this episode delivers actionable advice and clarity.

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

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.