In this episode of The Asset Preservation Hour, financial advisor Stewart Willis breaks down the truth about RILAs—Registered Index-Linked Annuities—and why they may not offer the protection you think. Learn the key differences between RILAs, fixed indexed annuities, and variable annuities, and why Stewart favors a barbell strategy for both growth and security in retirement.
You’ll also discover:
- Why taking too little risk in retirement can be just as dangerous as taking too much
- The hidden dangers of “buffered” annuities
- When it’s time to refinance your retirement and trade in underperforming annuities
- How to age gracefully—financially and physically
- The importance of healthcare planning, long-term care costs, and tax strategy in your later years
- Why your financial advisor should always be looking at your tax return
If you’re seeking a smarter, safer, and more holistic retirement plan, this episode is a must-listen.
For your complimentary portfolio review and tax strategy session, visit
AssetPreservationWealth.com or call: 877-5-RETIRE (877-573-8473)
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.