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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://ppacc.player.fm/legal.
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01 – Diversification of Perspectives: Why Multiple Money Managers Could Save Your Retirement

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Manage episode 473291258 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://ppacc.player.fm/legal.

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis dives deep into the importance of diversification—not just within your portfolio, but also in your perspectives. Stewart explains why relying on a single money manager exposes your retirement savings to unnecessary risks and how using multiple independent experts can safeguard your assets.

You'll also learn about navigating retirement during political shifts, how new government policies affect energy and healthcare sectors, and strategies to manage the generational wealth transfer. Stewart emphasizes transparent risk assessment, practical tax strategies, and why involving both spouses in financial planning is essential.

Tune in for a clear, insightful discussion that helps you confidently preserve and grow your retirement wealth.

For your free portfolio review, visit AssetPreservationWealth.com.

  continue reading

11 episodes

Artwork
iconShare
 
Manage episode 473291258 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://ppacc.player.fm/legal.

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis dives deep into the importance of diversification—not just within your portfolio, but also in your perspectives. Stewart explains why relying on a single money manager exposes your retirement savings to unnecessary risks and how using multiple independent experts can safeguard your assets.

You'll also learn about navigating retirement during political shifts, how new government policies affect energy and healthcare sectors, and strategies to manage the generational wealth transfer. Stewart emphasizes transparent risk assessment, practical tax strategies, and why involving both spouses in financial planning is essential.

Tune in for a clear, insightful discussion that helps you confidently preserve and grow your retirement wealth.

For your free portfolio review, visit AssetPreservationWealth.com.

  continue reading

11 episodes

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