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.
Embracing AI in Financial Planning: Smart Tools Without Losing the Human Touch
AI can process financial data in seconds, but it can’t understand your personal story. Orion Willis explains how the best plans combine cutting-edge technology with the insight and care of a trusted advisor — creating strategies that are both efficient and deeply personal.
22 Sept 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.
15 Sept 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.
8 Sept 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.
1 Sept 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.
25 Aug 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.
14 Aug 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.
10 Aug 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 (http://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 Aug 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 (http://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.
27 Jul 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 (http://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.
22 Jul 2025
How Economic Policies Shape Your Wealth
In this episode of Advisor Advice by Prime Wealth (www.pwa1.com (http://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.
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