The Asset Preservation Hour

The Asset Preservation Hour

Por: Stewart Willis
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.
43 episodios disponibles

Latest episodes of the podcast The Asset Preservation Hour

43 - RMD Timing, Charitable Giving and Medicare Choices 13/01/2026
42 - Delaying Retirement, RMDs and Tax Time Traps 06/01/2026
41 - BlackRock, Private Credit and Retirement Reality Check 30/12/2025
40 - ETFs, Mutual Funds and Fourth Quarter Tax Moves 23/12/2025
39 – What a Real Financial Plan Should Include 16/12/2025
38 – Government Shutdowns, Markets And Long Term Care 09/12/2025
37 – Are You Missing This In Your Retirement Plan 02/12/2025
36 – Crypto, Real Estate, and RMDs: Smart Moves for Retirees 25/11/2025
35 – Avoid These Costly Retirement Investment Mistakes 18/11/2025
34 - Navigating Inheritance And Retirement Community Decisions 11/11/2025
33 - Is Downsizing in Retirement a Huge Mistake? 04/11/2025
32 – RILAs, Risks & Retirement: Are You Playing It Too Safe? 28/10/2025
31 – Are You Overpaying Inside Your 401(k)? 21/10/2025
30 – Retirement Mistakes That Could Cost You Thousands 14/10/2025
29- Are Bonds Still Safe? Rethinking Income in a Risky Market 07/10/2025
28 - Estate Planning, Wealth Transfer, and Protecting Your Legacy 30/09/2025
27 - Could Social Security Push to Age 70? What It Means for Your Retirement 23/09/2025
26 - Summer Money Moves for the 50+ Investor 16/09/2025
25 - America’s Retirement Wave: Planning for 2040’s 80 Million Seniors 09/09/2025
24 – Ready to Retire This Year? The Essential Pre-Retirement Checklist 02/09/2025
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