In this episode of The Asset Preservation Hour, financial advisor Stewart Willis explores the importance of aligning your investment portfolio with your personal values. Stewart discusses the controversies surrounding ESG (Environmental, Social, and Governance) investing, explains why ESG might pose financial risks, and highlights the need for investors to understand how their money aligns with their beliefs.
You'll also discover if municipal bonds are still relevant as tax-free income sources for retirees, the hidden implications they have on your Social Security taxes, and the significance of ongoing tax efficiency. Plus, learn more about the Roth Conversion Challenge and how this strategy could protect your retirement savings from future tax hikes.
Tune in to ensure your investments reflect your values and enhance your financial security.
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.