In this episode of The Asset Preservation Hour, financial advisor Stewart Willis takes listeners on a tour of some of the country's hottest retirement destinations, from the bright lights of Las Vegas to the fast growing upstate of South Carolina. Stewart breaks down why Nevada's tax free status is drawing high net worth retirees out of California, how the city's booming sports and entertainment scene is reshaping its economy, and why year round tax planning, not just tax season scrambling, is essential for anyone living there.
The conversation then shifts to South Carolina, which led the nation in retirement migration in 2025. Stewart and Spike explore the phenomenon of "half backers," retirees who move to Florida, decide it is too hot and too expensive, and settle in the Carolinas instead. They also dig into South Carolina's retirement income tax deductions, the value of renting before you buy, and why every retirement decision should account for hidden costs like travel, insurance, and energy expenses.
Stewart closes with real client stories that show why knowing your cash flow matters more than any location decision, including a cautionary tale about early IRA withdrawals and the importance of a clear spending plan.
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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.