In this episode of The Asset Preservation Hour, financial advisor Stewart Willis returns from an unforgettable trip to Greece with a simple but powerful observation: most people spend far more time planning their annual vacation than they do planning their retirement. Stewart and cohost Spike Spengel dig into why that mindset needs to change, and what it actually looks like to plan retirement the way you would plan a dream trip.
Stewart walks through why having a clear vision for retirement matters just as much as picking a destination, and why so many people retire with only a vague sense of what comes next. He also tackles the recent market volatility, explaining why building in fixed assets and non market dependent income sources can help retirees avoid being forced to pivot when the market takes an unexpected turn. From there, the conversation shifts to taxes, where Stewart makes the case that waiting until retirement to start tax planning is a costly mistake, using a real client example to show how delaying Roth conversions can mean paying more in taxes over time, not less.
Whether it is booking a flight early to avoid higher costs or starting a tax review well before year end, Stewart's message is clear: the earlier you plan, the smoother the trip. This episode blends real stories, practical strategy, and a reminder that retirement, like a great vacation, deserves real preparation.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary portfolio and tax 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.