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By Rodrigo Santos Andrade
New Year, New Financial Plan | On Your Side Podcast
visibility comment0 event January 12, 2026 timer 08:00
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.
00:00 Introduction
00:19 Financial Resolutions and Common Mistakes
01:41 Tax Strategies for Young Families
03:38 Understanding Social Security and Tax Implications
05:56 The Role of AI in Financial Planning
07:48 Importance of Financial Education for Kids
12:58 Choosing the Right Financial Advisor
16:14 Financial Strategies for Different Life Stages
24:24 Final Thoughts and Contact Information
Tags: 3TV San Diego / CBS 5 Phoenix, Arizona’s Family, AZFamily
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