Stewart Willis

The Asset Preservation Hour

Business EN ↓ 80 episodes

Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.

Author

Stewart Willis

Episodes

05 – Pension Problems: Is Your Guaranteed Retirement Really Guaranteed? 22.04.2025 25:27

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...

04 – Does Your Portfolio Match Your Personal Values? 15.04.2025 23:06

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...

03 – Tax Refunds: Smart Strategies or Missed Opportunities? 08.04.2025 24:18

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...

02 – Financial Fact or Fiction: Common Retirement Myths Debunked 01.04.2025 25:02

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...

01 – Diversification of Perspectives: Why Multiple Money Managers Could Save Your Retirement 25.03.2025 24:30

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...