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22 - Is Your Portfolio Ready for the Next Big Change? Smart Strategies for Volatile Times
Manage episode 501186476 series 3655058
Stewart Willis에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stewart Willis 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of The Asset Preservation Hour, financial advisor Stewart Willis broadcasts from the Pacific Northwest and gets straight to the point about today’s market turbulence, interest rate swings, and the sometimes-confusing world of retirement income tools. Stewart and Spike Spengel break down what’s really happening in the markets, why comparing your portfolio or annuity to past “highs” can mislead you, and the best action steps to reduce financial stress right now.
Stewart explains why it’s time to reassess your portfolio risk, the right way to secure your retirement income, and when it makes sense to consider a Roth conversion or even refinance old annuities. You’ll learn the truth about annuity “bonus” offers, the hidden costs of piling on extra features, and why there’s a limited window to take advantage of higher interest rates. The team also demystifies what really happens during a portfolio review, from tax efficiency checks to income stream analysis and personalized advice.
If you’re wondering whether to make changes now—or just want clarity about your retirement plan—don’t miss Stewart’s practical, easy-to-follow advice and a step-by-step checklist to protect your future.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary 90-minute portfolio, tax, and annuity review.
28 에피소드
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