In this episode of The Asset Preservation Hour, financial advisor Stewart Willis shares why a Beach Boy’s advice about retirement housing got his wife rethinking everything, and why that could matter for your retirement, too. Stewart and host Spike Spengel dive into key retirement decisions, from whether to downsize or upsize, to how the Federal Reserve’s interest rate decisions could reshape your income strategy.

You’ll learn how today’s high interest rate environment is creating limited-time opportunities for annuities and life insurance, and why Stewart says “refinancing your retirement” could triple your internal rate of return. Plus, they discuss the growing talk in Washington about allowing private equity in 401(k)s, what it means, and why Stewart sees it as both exciting and risky.

From target date funds to retirement red zones, this episode is packed with insights to help you build a retirement that’s secure, flexible, and built around your goals, not just Wall Street’s.

📞 Call 877-5-RETIRE (877-573-8473) or visit AssetPreservationWealth.com to schedule your complimentary portfolio review and retirement plan.