This week on The Asset Preservation Hour, financial advisor Stewart Willis and host Spike Spengel tackle the rollercoaster of market volatility, tariffs, and changing interest rates. From navigating emotional reactions to market swings to understanding why “timing the market is a fool’s errand,” Stewart explains how long-term investing and smart strategy are key to retirement success, even when the headlines are scary.
Discover how rising and falling interest rates impact your retirement tools, when it might be time to “refinance your retirement,” and what to do if you bought annuities or CDs during the lowest rate environment in history. Stewart also unpacks practical strategies like tax-loss harvesting, Roth conversions (with critical warnings for those under 59 and a half), and why your risk level should change as you approach retirement.
This episode is packed with actionable advice, whether you’re 50 and still saving, or you’re on the brink of retirement. Plus, Stewart explains why listening to financial advice from TikTok or the breakroom can lead you astray, and why a second opinion from an independent advisor could make all the difference.
Ready for your own no-cost portfolio review or annuity analysis? Stewart’s team is offering complimentary reviews!
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary portfolio review and annuity analysis.
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.