The Asset Preservation Hour

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis wraps up the tax season and shifts the focus to proactive tax planning and retirement saving strategies. Stewart discusses the future of tax brackets, sharing insights on potential changes and their implications for high earners. Discover why raiding your 401(k) could be a costly mistake, learn the risks involved, fro...

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...

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-...

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 relationship...

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 managem...

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...

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 f...

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...

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 hea...

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...

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 critic...

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...

In this episode of The Asset Preservation Hour , financial advisor Stewart Willis explores how rising home insurance costs across the country could significantly affect your retirement savings. Stewart explains what’s driving these insurance rate hikes and provides tips to help you ensure you’re fully protected without overpaying. You’ll also discover why long-term care is one of retirement’s bigg...

In this episode of The Asset Preservation Hour , financial advisor Stewart Willis tackles critical questions about pension stability, investment fees, and retirement security. Stewart dives into Vanguard’s recent move to lower expense ratios and explains why hidden investment fees can dramatically affect your long-term retirement savings. You’ll also discover whether your pension plan is truly gua...

In this episode of The Asset Preservation Hour , financial advisor Stewart Willis explores the importance of aligning your investment portfolio with your personal values. Stewart discusses the controversies surrounding ESG (Environmental, Social, and Governance) investing, explains why ESG might pose financial risks, and highlights the need for investors to understand how their money aligns with t...

In this episode of The Asset Preservation Hour , financial advisor Stewart Willis explores the truth behind tax refunds—are they helpful savings vehicles or simply interest-free loans to the government? Stewart explains why aiming for a "zero balance" tax return could benefit your retirement more than receiving a large refund. You'll also discover the pros and cons of switching to a Roth 401k late...

In this episode of The Asset Preservation Hour , financial advisor Stewart Willis tackles popular financial myths and misconceptions about retirement planning. Stewart explains key differences between Roth and traditional 401(k)s, clarifies whether diversification truly protects your portfolio, and discusses if life insurance remains necessary after retirement. You'll also learn whether trusts are...

In this episode of The Asset Preservation Hour , financial advisor Stewart Willis dives deep into the importance of diversification—not just within your portfolio, but also in your perspectives. Stewart explains why relying on a single money manager exposes your retirement savings to unnecessary risks and how using multiple independent experts can safeguard your assets. You'll also learn about nav...