On this episode of The Asset Preservation Hour, financial advisor Stewart Willis and host Spike Spengel dive into the most common concerns facing retirees and business owners today. Stewart shares real stories from clients and live events, including how business owners can build succession plans that preserve value (even if your kids don’t want the business) and how to set up a secure income stream for your own retirement.
You’ll also learn why meeting with a financial advisor isn’t as stressful, or expensive, as you might think, and what being a “fiduciary” really means for your peace of mind. Stewart explains the importance of honest, transparent advice, especially when it comes to risk assessment and making sure your portfolio matches your goals. Plus, the team tackles big retirement fears like running out of money, navigating inflation, and structuring withdrawals for a long, confident retirement.
From the “shoebox of statements” to do-it-yourself investors, Stewart covers why getting a second opinion can make all the difference. This episode is packed with practical advice for business owners, engineers, and anyone looking to protect what they’ve built and enjoy the retirement they deserve.
Ready for your own complimentary portfolio review or business succession conversation? Stewart’s team is here to help.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary review today.
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.