Advisor Advice

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Prime Wealth Advisors

English Business Investing

Apple Podcasts Website RSS

Episodes 10

Avg. Duration 2m

Activity Dormant

Since Jul 2025

Latest Episode Sep 2025

Publishing Details

Schedule

Weekly

Format

Episodic

Consistency

100%

Hosting

anchor.fm

Contact & Outreach

About This Podcast

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.

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Recent Episodes

Phased Retirement: Redefining the Transition from Work to Leisure

Sep 22, 2025 2m

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…

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

Sep 15, 2025 2m

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…

Global Perspectives: What Traveling to Emerging Economies Taught Me

Sep 08, 2025 2m

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,…

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

Sep 01, 2025 2m

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…

Building Resilient Portfolios: Navigating Market Volatility in 2025

Aug 25, 2025 2m

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…

Guaranteed Income Solutions: Are Annuities a Fit for You?

Aug 14, 2025 2m

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…

One Portfolio, Three Professionals, Zero Gaps

Aug 10, 2025 3m

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 —…

Tax-Efficient Investing: Keep More of What You Earn

Aug 03, 2025 2m

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…

Retirement Planning for High-Net-Worth Individuals

Jul 27, 2025 2m

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 Economic Policies Shape Your Wealth

Jul 22, 2025 2m

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…