On this episode of The Asset Preservation Hour, financial advisor Stewart Willis tackles the massive transfer of wealth underway and what it really takes to protect your money and your relationships. From the importance of involving spouses and adult children to aligning your investments with your actual life goals, Stewart shares how true fiduciaries guide clients beyond products and into purpose.
You will hear real stories and insights, including:
- A sudden seven-figure inheritance, and how to avoid blowing it
- Why many advisors lose the family after the first spouse passes
- How to use trusts and powers of attorney to keep your estate efficient and out of probate
- Retirement communities vs. retirement homes: the big upfront fees, liquidity traps, and how to test before you commit
- The surprising pickleball lawsuit drama sweeping retirement communities
- Stewart’s jujitsu journey and lessons on staying active and engaged
- Practical lifestyle planning tips, like renting before you buy and never taking tax advice from a salesperson
If you want a plan that fits you and keeps your family on the same page, this conversation brings clarity and next steps.
Call 877-5-RETIRE (877-573-8473) or visit
AssetPreservationWealth.com to schedule your complimentary estate planning and portfolio review.
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.