26 - Summer Money Moves for the 50+ Investor

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis and co-host Spike Spengel dive into smart summer strategies for those 50 and older who want to strengthen their retirement plans. From maximizing catch-up contributions to reassessing your 401(k) fund selections, Stewart explains how to align your portfolio with your current stage of life, whether you’re still in growth mode or shifting toward income and preservation.They discuss the pros and cons of paying off your mortgage early, the risks and realities of annuities, and why interest rate changes should influence, but not dominate, your investment decisions. You’ll also hear about opportunity cost, “FU money,” and why retiring too early can backfire if you’re not mentally and socially prepared.If you want to spend your summer with family and travel plans while still moving your retirement strategy forward, this episode offers practical advice and a free way to check if your portfolio is on track.📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary portfolio review.