In this episode of The Asset Preservation Hour, financial advisor Rocky Monson unpacks the fear surrounding tariffs, market volatility, and political uncertainty—and why emotional reactions can derail your retirement plan.

You'll hear a real client case study, learn how to evaluate your true risk tolerance, and discover why moving to cash during downturns often leads to regret. Rocky and Stewart explain the difference between temporary volatility and true bear markets, and how the right financial strategy (not the headlines) should drive your decisions.

This episode is packed with insights on how to stay invested with confidence, avoid costly timing mistakes, and build a plan that can weather any administration or market cycle.

For your complimentary portfolio and risk review, call 📞 877-5-RETIRE or visit AssetPreservationWealth.com.

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis covers the real issues retirees face when building a lasting financial plan. From how much of your nest egg is truly yours after taxes, to how to maximize new catch-up contributions and navigate required minimum distribution (RMD) changes, Stewart shares strategies to keep your retirement income protected.

You'll hear a real-world client case study about selling a multi-million dollar property, plus practical advice on why estate planning and tax planning must work together. Stewart also explains how to spot financial scams and avoid costly rollover mistakes.

If you're serious about building a stable, tax-smart retirement plan, tune in now for clear, actionable strategies that go beyond surface-level advice.

For your complimentary portfolio review and tax analysis, visit AssetPreservationWealth.com.

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis explains why estate planning, tax strategy, and income planning must work together to protect your retirement. From living trusts to avoiding probate, Stewart breaks down the most common estate planning mistakes—and how to avoid them.

You'll learn how to create tax-efficient withdrawal strategies, preserve wealth for your heirs, and navigate retirement with confidence. Stewart also shares insights on using life insurance and annuities as estate tools, when they’re appropriate, and how to avoid product-driven advice that doesn’t serve your best interests.

Plus, find out what red flags to look for during Medicare open enrollment and how to avoid falling victim to retirement scams.

If you're serious about protecting your legacy and your lifestyle, this episode delivers actionable advice and clarity.

For your complimentary portfolio review and estate planning analysis, visit AssetPreservationWealth.com.