In this episode of The Asset Preservation Hour, financial advisor Stewart Willis shares a story from his recent trip to Greece, where a local travel concierge stepped in to solve problems he and his group never even knew to plan for. Stewart uses the experience to make a case for why do it yourself retirement planning, while well intentioned, often leaves people exposed to risks they cannot see coming.
Stewart and Spike also talk candidly about the limits of using artificial intelligence tools like ChatGPT for retirement decisions, and why getting it wrong even once can be costly when you only get one shot at retirement. The conversation moves into what Stewart considers the two biggest ways people fail at retirement: running out of money, and having plenty of money but never actually enjoying it out of fear of running out. He explains how a real income plan, not just a budget, gives people the confidence to spend and live fully in retirement.
Later, Stewart and Spike break down a recent market dip tied to a Federal Reserve announcement, why headlines and confirmation bias can distort how people see the markets, and why spreading investments across multiple money managers helps protect against any single point of view being wrong.
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What is The Asset Preservation Hour?
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.