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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis and host Spike Spengel tackle some of the most common and costly mistakes retirees make with their investments. From leveraged ETFs and variable annuities to the emotional allure of gold, Stewart explains why some popular strategies can do more harm than good, especially for those nearing or in retirement.
Hear real stories, learn how hidden fees and excessive risk can erode your nest egg, and discover safer, smarter ways to grow and preserve your wealth. Stewart also breaks down why “playing the market” and chasing trading algorithms often backfires and what disciplined, fiduciary-based planning looks like instead.
If you’ve ever been pitched a “can’t miss” product or wondered whether gold really belongs in your portfolio, this episode will help you separate sound advice from sales hype.
📞 Call 877-5-RETIRE (877-573-8473)or visit AssetPreservationWealth.com to schedule your complimentary portfolio review and second-opinion consultation.
By Stewart WillisIn this episode of The Asset Preservation Hour, financial advisor Stewart Willis and host Spike Spengel tackle some of the most common and costly mistakes retirees make with their investments. From leveraged ETFs and variable annuities to the emotional allure of gold, Stewart explains why some popular strategies can do more harm than good, especially for those nearing or in retirement.
Hear real stories, learn how hidden fees and excessive risk can erode your nest egg, and discover safer, smarter ways to grow and preserve your wealth. Stewart also breaks down why “playing the market” and chasing trading algorithms often backfires and what disciplined, fiduciary-based planning looks like instead.
If you’ve ever been pitched a “can’t miss” product or wondered whether gold really belongs in your portfolio, this episode will help you separate sound advice from sales hype.
📞 Call 877-5-RETIRE (877-573-8473)or visit AssetPreservationWealth.com to schedule your complimentary portfolio review and second-opinion consultation.