In this episode of The Asset Preservation Hour, wealth strategist Stewart Willis tackles some of the most persistent money myths in retirement planning and asks a question that every near-retiree should be asking: are the rules you've been following still relevant in today's financial landscape?
Stewart breaks down why "the market always comes back" is only true if you have the time to wait — and many retirees simply don't. He walks through the dot-com crash, the 2008 financial crisis, and why the NASDAQ took 16 years to recover, making a compelling case for why protecting a portion of your portfolio matters more than chasing returns as you approach retirement.
You'll also hear why 2022 proved that bonds are no longer the reliable hedge they once were, what an inverted yield curve signals about the economy, and why today's rising interest rate environment demands a completely different approach to fixed assets. Plus, Stewart and Spike Spengel explore the new reality of retirement itself — from half-retirement and second careers to why some people are choosing never to fully stop working at all.
If you are within a few years of retirement or already there, this episode is a must-listen. The old playbook has changed, and Stewart Willis is here to help you write a new one.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary 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.