In this episode of The Asset Preservation Hour, financial advisor Stewart Willis is joined by fellow advisor Scott Preble and host Spike Spengel for a practical, behind-the-scenes look at the most pressing issues facing retirees and business owners right now. The team opens up about the realities of business succession—sharing stories of business partners lost, family businesses no one wants to inherit, and how the right operating agreement or trust can protect your life’s work (and your loved ones) when the unexpected happens.
The episode also breaks down the latest in tax law—including the new bill passing through the House that could extend the Tax Cut and Jobs Act, eliminate taxes on tips (up to $25,000), boost the SALT deduction, and change rules around overtime and Medicaid eligibility. Stewart explains what actually matters for your retirement plan: why you should take advantage of this “tax sale” window, how to make your Social Security more tax efficient, and why waiting until next year could cost you.
Whether you own a business, manage rental properties, or just want to make sure your family and income are protected for the next generation, this show offers actionable advice, a dose of real-life humor, and a clear path to reviewing your business, portfolio, and retirement income plan.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary business, tax, 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.