))
02 – Financial Fact or Fiction: Common Retirement Myths Debunked
Manage episode 474620686 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 tackles popular financial myths and misconceptions about retirement planning. Stewart explains key differences between Roth and traditional 401(k)s, clarifies whether diversification truly protects your portfolio, and discusses if life insurance remains necessary after retirement.
You'll also learn whether trusts are beneficial for average investors—not just the ultra-wealthy—and how real estate investments fit into your retirement strategy. Finally, Stewart reveals why you shouldn’t manage your portfolio the same way in retirement as you did during your working years.
Tune in to confidently separate financial facts from fiction and secure your retirement future.
For your free portfolio review, visit AssetPreservationWealth.com.
6 episodes
Share
