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Advisor Advice

Advisor Advice

Auteur(s): Prime Wealth Advisors
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À propos de cet audio

 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.Prime Wealth Advisors Finances personnelles Économie
Épisodes
  • Phased Retirement: Redefining the Transition from Work to Leisure

    Phased Retirement: Redefining the Transition from Work to Leisure
    Sep 22 2025

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

    Die With Zero? Why Intentional Spending and Smart Planning Go Together
    Sep 15 2025

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

    Global Perspectives: What Traveling to Emerging Economies Taught Me
    Sep 8 2025

    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.
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    3 min
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