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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis breaks down the most common retirement mistakes—and how to avoid them. From assuming you'll work forever to underestimating healthcare costs, Stewart explains why having a plan in place is more important than ever.
You’ll learn how early tax planning, Roth conversions, and smart Social Security decisions can dramatically improve your financial future. Plus, Stewart dives into estate planning tools like powers of attorney, life insurance, and trusts, and reveals how overlooking these essentials can create chaos for your loved ones.
If you're preparing for retirement or already in it, this episode delivers practical advice you can act on now.
📞 Call Stewart and his team for your complimentary portfolio review and Roth conversion strategy session at 877-5-RETIRE (877-573-8473) or visit AssetPreservationWealth.com
By Stewart WillisIn this episode of The Asset Preservation Hour, financial advisor Stewart Willis breaks down the most common retirement mistakes—and how to avoid them. From assuming you'll work forever to underestimating healthcare costs, Stewart explains why having a plan in place is more important than ever.
You’ll learn how early tax planning, Roth conversions, and smart Social Security decisions can dramatically improve your financial future. Plus, Stewart dives into estate planning tools like powers of attorney, life insurance, and trusts, and reveals how overlooking these essentials can create chaos for your loved ones.
If you're preparing for retirement or already in it, this episode delivers practical advice you can act on now.
📞 Call Stewart and his team for your complimentary portfolio review and Roth conversion strategy session at 877-5-RETIRE (877-573-8473) or visit AssetPreservationWealth.com