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 who retired two years earlier than planned, and how tools like dynamic income modeling and tax planning helped him stay on track. Stewart also covers what higher-income earners often overlook, why some early retirees struggle, and how smart planning can adapt to your changing life—whether you’re facing a volatile market, shifting goals, or big life purchases.
If you want to stop guessing and start planning with confidence, this episode is for you.
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.