In this episode of The Asset Preservation Hour, financial advisor Stewart Willis explains why estate planning, tax strategy, and income planning must work together to protect your retirement. From living trusts to avoiding probate, Stewart breaks down the most common estate planning mistakes—and how to avoid them.
You'll learn how to create tax-efficient withdrawal strategies, preserve wealth for your heirs, and navigate retirement with confidence. Stewart also shares insights on using life insurance and annuities as estate tools, when they’re appropriate, and how to avoid product-driven advice that doesn’t serve your best interests.
Plus, find out what red flags to look for during Medicare open enrollment and how to avoid falling victim to retirement scams.
If you're serious about protecting your legacy and your lifestyle, this episode delivers actionable advice and clarity.
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.