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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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13 – To Retire or Not to Retire: How to Know If You’re Really Ready

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Manage episode 489283775 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 one of the most personal—and stressful—questions in planning: “Can I actually retire?” From unexpected job loss to emotional decisions fueled by political headlines, Stewart walks you through how to make a data-driven, personalized retirement decision.

You’ll hear real client stories, including a 67-year-old who retired two years earlier than planned, and how tools like dynamic income modeling and tax planning helped him stay on track. Stewart also covers what higher-income earners often overlook, why some early retirees struggle, and how smart planning can adapt to your changing life—whether you’re facing a volatile market, shifting goals, or big life purchases.

If you want to stop guessing and start planning with confidence, this episode is for you.

📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary retirement readiness review.

  continue reading

14 episodes

Artwork
iconShare
 
Manage episode 489283775 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 one of the most personal—and stressful—questions in planning: “Can I actually retire?” From unexpected job loss to emotional decisions fueled by political headlines, Stewart walks you through how to make a data-driven, personalized retirement decision.

You’ll hear real client stories, including a 67-year-old who retired two years earlier than planned, and how tools like dynamic income modeling and tax planning helped him stay on track. Stewart also covers what higher-income earners often overlook, why some early retirees struggle, and how smart planning can adapt to your changing life—whether you’re facing a volatile market, shifting goals, or big life purchases.

If you want to stop guessing and start planning with confidence, this episode is for you.

📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary retirement readiness review.

  continue reading

14 episodes

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