Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

20 - Succession Planning, Fiduciary Myths, and Spending Safely in Retirement

24:05
 
Share
 

Manage episode 498538031 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.

On this episode of The Asset Preservation Hour, financial advisor Stewart Willis and host Spike Spengel dive into the most common concerns facing retirees and business owners today. Stewart shares real stories from clients and live events, including how business owners can build succession plans that preserve value (even if your kids don’t want the business) and how to set up a secure income stream for your own retirement.

You’ll also learn why meeting with a financial advisor isn’t as stressful, or expensive, as you might think, and what being a “fiduciary” really means for your peace of mind. Stewart explains the importance of honest, transparent advice, especially when it comes to risk assessment and making sure your portfolio matches your goals. Plus, the team tackles big retirement fears like running out of money, navigating inflation, and structuring withdrawals for a long, confident retirement.

From the “shoebox of statements” to do-it-yourself investors, Stewart covers why getting a second opinion can make all the difference. This episode is packed with practical advice for business owners, engineers, and anyone looking to protect what they’ve built and enjoy the retirement they deserve.

Ready for your own complimentary portfolio review or business succession conversation? Stewart’s team is here to help.

📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary review today.

  continue reading

23 episodes

Artwork
iconShare
 
Manage episode 498538031 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.

On this episode of The Asset Preservation Hour, financial advisor Stewart Willis and host Spike Spengel dive into the most common concerns facing retirees and business owners today. Stewart shares real stories from clients and live events, including how business owners can build succession plans that preserve value (even if your kids don’t want the business) and how to set up a secure income stream for your own retirement.

You’ll also learn why meeting with a financial advisor isn’t as stressful, or expensive, as you might think, and what being a “fiduciary” really means for your peace of mind. Stewart explains the importance of honest, transparent advice, especially when it comes to risk assessment and making sure your portfolio matches your goals. Plus, the team tackles big retirement fears like running out of money, navigating inflation, and structuring withdrawals for a long, confident retirement.

From the “shoebox of statements” to do-it-yourself investors, Stewart covers why getting a second opinion can make all the difference. This episode is packed with practical advice for business owners, engineers, and anyone looking to protect what they’ve built and enjoy the retirement they deserve.

Ready for your own complimentary portfolio review or business succession conversation? Stewart’s team is here to help.

📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary review today.

  continue reading

23 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play