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Content provided by Stewart Willis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stewart Willis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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12 – Can You Really Retire? How to Know If You're Ready And What Could Derail It

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Manage episode 487914669 series 3655058
Content provided by Stewart Willis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stewart Willis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

12 episodes

Artwork
iconShare
 
Manage episode 487914669 series 3655058
Content provided by Stewart Willis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stewart Willis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

12 episodes

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