In this episode of The Asset Preservation Hour, financial advisor Stewart Willis joins Spike Spengel to tackle some of the toughest financial questions retirees face today. From deciding whether crypto belongs in your portfolio to understanding the real risks of investing in a friend’s business or buying that “dream” retirement property, Stewart breaks down what’s smart, what’s risky, and what’s just plain dangerous for your retirement savings.

You’ll also learn the truth about required minimum distributions (RMDs) and why moving IRA assets into a trust can trigger a massive tax bill. Stewart explains how Roth conversions, charitable giving strategies, and special needs trusts can all work together to make your retirement plan more tax-efficient and more effective.

If you want to protect your savings, minimize taxes, and make smarter decisions about your retirement investments, this episode is packed with insight you don’t want to miss.

📞 Call 877-5-RETIRE (877-573-8473) AssetPreservationWealth.com to schedule your complimentary portfolio and tax efficiency review.