05 – Pension Problems: Is Your Guaranteed Retirement Really Guaranteed?

The Asset Preservation Hour

#Business #Podcasting Education #Stewart Willis #Retirement #Tax #Healthcare #Financial Advisors

35:56

In this premiere episode of "The God Hook," host Carol Costello introduces the chilling story of Richard Beasley, infamously known as the Ohio Craigslist Killer. In previously unreleased jailhouse recordings, Beasley portrays himself as a devout Christian, concealing his manipulative and predatory behavior. As the story unfolds, it becomes clear that Beasley's deceitfulness extends beyond the victims he buried in shallow graves. Listen to the preview of a bonus conversation between Carol and Emily available after the episode. Additional info at carolcostellopresents.com . Do you have questions about this series? Submit them for future Q&A episodes . Subscribe to our YouTube channel to see additional videos, photos, and conversations. For early and ad-free episodes and exclusive bonus content, subscribe to the podcast via Supporting Cast or Apple Podcasts. EPISODE CREDITS Host - Carol Costello Co-Host - Emily Pelphrey Producer - Chris Aiola Sound Design & Mixing - Lochlainn Harte Mixing Supervisor - Sean Rule-Hoffman Production Director - Brigid Coyne Executive Producer - Gerardo Orlando Original Music - Timothy Law Snyder SPECIAL THANKS Kevin Huffman Zoe Louisa Lewis GUESTS Doug Oplinger - Former Managing Editor of the Akron Beacon Journal Volkan Topalli - Professor of Criminal Justice and Criminology Amir Hussain - Professor of Theological Studies Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://evergreenpodcasts.supportingcast.fm…

22 days ago 25:27

MP3•Episode home

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis tackles critical questions about pension stability, investment fees, and retirement security. Stewart dives into Vanguard’s recent move to lower expense ratios and explains why hidden investment fees can dramatically affect your long-term retirement savings.

You’ll also discover whether your pension plan is truly guaranteed, how changes in the workforce and government policies could affect your retirement income, and why you should carefully evaluate the timing of your Social Security benefits. Stewart emphasizes the importance of fee transparency, personalized financial advice, and preparing for unexpected changes in your pension and Social Security plans.

Tune in to ensure your retirement income is secure, reliable, and fee-efficient.

For your free portfolio review, visit AssetPreservationWealth.com.

8 episodes

05 – Pension Problems: Is Your Guaranteed Retirement Really Guaranteed?

The Asset Preservation Hour

published 22 days ago

MP3•Episode home

Tune in to ensure your retirement income is secure, reliable, and fee-efficient.

For your free portfolio review, visit AssetPreservationWealth.com.

8 episodes

#Business #Podcasting Education #Stewart Willis #Retirement #Tax #Healthcare #Financial Advisors

All episodes

The Asset Preservation Hour

1
08 – Building Retirement Income: Strategies for Lasting Wealth 25:34

22 hours ago25:34

25:34

On this episode of The Asset Preservation Hour , financial advisor Stewart Willis shares proven strategies for turning your retirement savings into a reliable income stream that lasts. Stewart discusses how to strategically use dividends, bond laddering, municipal bonds, annuities, and other fixed income solutions to create a secure and tax-efficient retirement income. You'll learn why it's critical to align your retirement income strategy with your unique financial situation, including how to manage capital gains and losses effectively, and the importance of coordinating your investments with a clear tax strategy. Stewart also explores how high net worth retirees use specialized tools to protect their wealth, generate sustainable income, and pass wealth efficiently to the next generation through thoughtful estate planning. Listen now to ensure your retirement income is stable, secure, and optimized for lasting wealth. For your complimentary, personalized retirement income review, visit AssetPreservationWealth.com .…

The Asset Preservation Hour

1
07 – Pay Taxes Now or Later? Choosing the Right Strategy for Retirement 25:10

8 days ago25:10

25:10

In this episode of The Asset Preservation Hour , financial advisor Stewart Willis explores essential strategies for creating a tax-efficient retirement plan. Stewart explains the common pitfalls of tax-deferred savings, the long-term impact of taxes on your retirement income, and why paying taxes strategically now may benefit you significantly in the future. Discover how to realistically evaluate your retirement savings goals, factoring in monthly expenses, inflation, and future lifestyle events. Learn why relying on generalized retirement rules like the "4% rule" might not provide the security you're looking for, and how a tailored, personalized retirement plan can align your savings with your unique financial needs and expectations. If you're concerned about managing taxes effectively and maintaining your lifestyle in retirement, tune in for practical insights and actionable advice. For your complimentary portfolio review and retirement income analysis, visit AssetPreservationWealth.com .…

The Asset Preservation Hour

1
06 – Rising Insurance Costs: How to Protect Your Retirement Savings 25:31

15 days ago25:31

25:31

In this episode of The Asset Preservation Hour , financial advisor Stewart Willis explores how rising home insurance costs across the country could significantly affect your retirement savings. Stewart explains what’s driving these insurance rate hikes and provides tips to help you ensure you’re fully protected without overpaying. You’ll also discover why long-term care is one of retirement’s biggest hidden financial risks and how you can strategically plan for potential healthcare costs without draining your savings. Plus, Stewart discusses the importance of regularly rebalancing your portfolio —especially in volatile markets—to maintain your preferred risk levels and keep your retirement plan stable. Tune in to ensure your retirement is protected from unexpected expenses, insurance gaps, and investment risks. For your free portfolio review, visit AssetPreservationWealth.com .…

The Asset Preservation Hour

1
05 – Pension Problems: Is Your Guaranteed Retirement Really Guaranteed? 25:27

22 days ago25:27

25:27

In this episode of The Asset Preservation Hour , financial advisor Stewart Willis tackles critical questions about pension stability, investment fees, and retirement security. Stewart dives into Vanguard’s recent move to lower expense ratios and explains why hidden investment fees can dramatically affect your long-term retirement savings. You’ll also discover whether your pension plan is truly guaranteed, how changes in the workforce and government policies could affect your retirement income, and why you should carefully evaluate the timing of your Social Security benefits. Stewart emphasizes the importance of fee transparency, personalized financial advice, and preparing for unexpected changes in your pension and Social Security plans. Tune in to ensure your retirement income is secure, reliable, and fee-efficient. For your free portfolio review, visit AssetPreservationWealth.com .…

The Asset Preservation Hour

1
04 – Does Your Portfolio Match Your Personal Values? 23:06

29 days ago23:06

23:06

In this episode of The Asset Preservation Hour , financial advisor Stewart Willis explores the importance of aligning your investment portfolio with your personal values. Stewart discusses the controversies surrounding ESG (Environmental, Social, and Governance) investing, explains why ESG might pose financial risks, and highlights the need for investors to understand how their money aligns with their beliefs. You'll also discover if municipal bonds are still relevant as tax-free income sources for retirees, the hidden implications they have on your Social Security taxes, and the significance of ongoing tax efficiency. Plus, learn more about the Roth Conversion Challenge and how this strategy could protect your retirement savings from future tax hikes. Tune in to ensure your investments reflect your values and enhance your financial security. For your free portfolio review, visit AssetPreservationWealth.com .…

The Asset Preservation Hour

1
03 – Tax Refunds: Smart Strategies or Missed Opportunities? 24:18

5 weeks ago24:18

24:18

In this episode of The Asset Preservation Hour , financial advisor Stewart Willis explores the truth behind tax refunds—are they helpful savings vehicles or simply interest-free loans to the government? Stewart explains why aiming for a "zero balance" tax return could benefit your retirement more than receiving a large refund. You'll also discover the pros and cons of switching to a Roth 401k late in your career, why diversifying your investments internationally still matters, and Stewart's insights into interest rate changes and market volatility. Plus, learn about this year's Roth Conversion Challenge and how it could improve your retirement's tax efficiency. Tune in to confidently navigate your taxes and retirement strategy. For your free portfolio review, visit AssetPreservationWealth.com .…

The Asset Preservation Hour

1
02 – Financial Fact or Fiction: Common Retirement Myths Debunked 25:02

6 weeks ago25:02

25:02

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 .…

The Asset Preservation Hour

1
01 – Diversification of Perspectives: Why Multiple Money Managers Could Save Your Retirement 24:30

7 weeks ago24:30