In this episode of The Asset Preservation Hour, financial advisor Stewart Willis tackles popular financial myths and misconceptions about retirement planning. Stewart explains key differences between Roth and traditional 401(k)s, clarifies whether diversification truly protects your portfolio, and discusses if life insurance remains necessary after retirement.
You'll also learn whether trusts are beneficial for average investors—not just the ultra-wealthy—and how real estate investments fit into your retirement strategy. Finally, Stewart reveals why you shouldn’t manage your portfolio the same way in retirement as you did during your working years.
Tune in to confidently separate financial facts from fiction and secure your retirement future.
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.