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14 – Life Is Complicated: How to Protect Your Retirement When the Unexpected Happens
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis shares a powerful reminder: life doesn’t always go as planned. Whether it's an unexpected health scare, job loss, market downturn, or family financial pressure, your retirement plan needs to be ready to adapt.
Stewart explains how a true retirement strategy goes beyond investing—it includes tax planning, risk management, lifestyle flexibility, and even preparing your family. You’ll hear real stories about supporting adult children, making Roth conversions before age 59½, how income and risk should be aligned, and what to do if your financial advisor isn't including your spouse in the planning process.
Plus, Stewart breaks down how compounding works (and how it can work against you), what to do with inherited 401(k)s, and how technology and coaching help his clients—and his advisory team—stay focused, clear, and confident.
If life feels uncertain right now, this episode brings steady, practical advice for staying on track.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary tax and risk review.
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