Advisor Advice

Prime Wealth Advisors
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Advisor Advice by Prime Wealth delivers concise, expert insights on retirement planning, tax strategy, wealth preservation, and high-net-worth decision-making. Hosted by Orion K. Willis, ChFC®, CLU®, each episode helps you protect what you’ve built and plan what’s next—clearly, confidently, and intentionally. Whether you’re selling a business, retiring soon, or navigating market shifts, get the clarity and context you need—one smart conversation at a time.

Tập

  1. Phased Retirement: Redefining the Transition from Work to Leisure

    22/09/2025

    Phased Retirement: Redefining the Transition from Work to Leisure

    Orion Willis explores the growing trend of phased retirement — easing into a new lifestyle through part-time work or consulting. He outlines the financial and emotional benefits of this approach, and how it can protect your portfolio while preserving purpose and connection in the next chapter of life.

    2 phút
  2. Die With Zero? Why Intentional Spending and Smart Planning Go Together

    15/09/2025

    Die With Zero? Why Intentional Spending and Smart Planning Go Together

    Inspired by the “Die With Zero” philosophy, Orion Willis examines how to strike the right balance between enjoying your wealth today and securing your tomorrow. He reveals how thoughtful financial design can help you spend confidently, create lasting memories, and still protect your long-term needs.

    3 phút
  3. Global Perspectives: What Traveling to Emerging Economies Taught Me

    08/09/2025

    Global Perspectives: What Traveling to Emerging Economies Taught Me

    Orion Willis shares lessons from his travels to emerging economies, where resilience, adaptability, and layered income streams are a way of life. He connects these insights to retirement planning, showing how flexibility and multiple income sources can create a stronger, more meaningful financial future.

    3 phút
  4. Planning for Care: What Happens If You Can’t Manage Your Finances?

    01/09/2025

    Planning for Care: What Happens If You Can’t Manage Your Finances?

    In this important conversation, Orion Willis tackles the often-avoided topic of what happens if you’re no longer able to manage your own wealth. He outlines the critical legal, tax, and financial steps to safeguard your independence and ensure your wishes are followed, even during periods of illness or incapacity.

    3 phút
  5. Building Resilient Portfolios: Navigating Market Volatility in 2025

    25/08/2025

    Building Resilient Portfolios: Navigating Market Volatility in 2025

    Orion Willis discusses why market swings aren’t the enemy — poor preparation is. He explains how to design a portfolio that blends growth, income, and liquidity, using proven strategies to protect your financial future from uncertainty. Listeners will learn how to stress-test their plan and move through volatility with clarity and confidence.

    2 phút
  6. Guaranteed Income Solutions: Are Annuities a Fit for You?

    14/08/2025

    Guaranteed Income Solutions: Are Annuities a Fit for You?

    In this episode, Orion Willis explores how guaranteed income products like annuities can provide more than just stability — they can deliver the freedom to enjoy retirement without constant worry about the markets. He breaks down common misconceptions, explains how annuities can serve as a reliable income floor, and shares strategies for integrating them into a flexible, diversified plan.

    2 phút
  7. One Portfolio, Three Professionals, Zero Gaps

    10/08/2025

    One Portfolio, Three Professionals, Zero Gaps

    A truly effective financial plan is never built in isolation. In this episode of Advisor Advice by Prime Wealth (www.pwa1.com), Orion Willis explains why your wealth deserves a coordinated team — financial advisor, CPA, and estate attorney — working together, not in silos. Discover how collaboration uncovers hidden opportunities and protects you from costly oversights.

    3 phút
  8. Tax-Efficient Investing: Keep More of What You Earn

    03/08/2025

    Tax-Efficient Investing: Keep More of What You Earn

    Building wealth is only half the equation — keeping it is the other. In this forward-thinking episode of Advisor Advice by Prime Wealth (www.pwa1.com), Orion Willis explores how smarter asset placement, capital gains strategy, and tax-aware investing can dramatically boost what stays in your pocket. Because performance isn’t just about returns — it’s about what you actually keep.

    3 phút
  9. Retirement Planning for High-Net-Worth Individuals

    27/07/2025

    Retirement Planning for High-Net-Worth Individuals

    Retirement isn’t the end — it’s a new beginning that demands structure, foresight, and a smarter kind of plan. In this episode of Advisor Advice by Prime Wealth (www.pwa1.com), Orion Willis shares how high-net-worth individuals can convert assets into reliable income while minimizing taxes and preserving legacy. If you’ve built wealth, now’s the time to make it work for you — intentionally.

    3 phút
  10. How Economic Policies Shape Your Wealth

    22/07/2025

    How Economic Policies Shape Your Wealth

    In this episode of Advisor Advice by Prime Wealth (www.pwa1.com), we explore how tax law changes, interest rate shifts, and regulatory updates impact your financial life — from investments to estate planning. Orion Willis breaks down why staying informed matters, how to adapt without overreacting, and what strategies can help you navigate an ever-changing economic landscape with clarity and confidence.

    3 phút
  • 10 tập

Giới Thiệu

Advisor Advice by Prime Wealth delivers concise, expert insights on retirement planning, tax strategy, wealth preservation, and high-net-worth decision-making. Hosted by Orion K. Willis, ChFC®, CLU®, each episode helps you protect what you’ve built and plan what’s next—clearly, confidently, and intentionally. Whether you’re selling a business, retiring soon, or navigating market shifts, get the clarity and context you need—one smart conversation at a time.

Thông Tin

  • Nhà sáng tạo
    Prime Wealth Advisors
  • Năm hoạt động
    2 N
  • Tập
    10
  • Xếp hạng
    Sạch
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    © Prime Wealth Advisors
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