New Year, New Financial Plan Podcast Por  arte de portada

New Year, New Financial Plan

New Year, New Financial Plan

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Whether you have a stack of cash and you’re cruising into retirement or just getting started on your savings journey, it may be time for a quick financial check-up. Today, our guest is Stewart Willis, the president of Asset Preservation Wealth & Tax. We’ll talk about changes happening in 2026 that could impact your finances and some simple strategies to make your money work for you.

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