12 – Can You Really Retire? How to Know If You're Ready And What Could Derail It

10/06/2025 24 min Episodio 12
12 – Can You Really Retire? How to Know If You're Ready And What Could Derail It

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Episode Synopsis


In this episode of The Asset Preservation Hour, financial advisor Stewart Willis breaks down one of the biggest questions pre-retirees face: "Can I actually stop working?" From creating a tax-smart withdrawal strategy to analyzing longevity risk, Stewart explains the real numbers that matter when evaluating your retirement readiness.You’ll learn how taxes, income gaps, and spousal planning all factor into your ability to retire with confidence—and stay retired. Stewart also shares stories from real client cases, including overlooked risks with pensions, required minimum distributions (RMDs), and how failing to plan for a surviving spouse can create financial disaster.If you're within five years of retirement or already there, this episode will help you see where you stand—and what steps can protect your future.For your complimentary income and tax review, call 📞 877-5-RETIRE or visit AssetPreservationWealth.com.