Wisdom to Wealth

drewstevens
  • 3.0 (2)
  • Business
  • Updated Weekly

Divorced? Widowed? Navigating retirement on your own? You’re not alone— and you don’t have to figure it out by yourself. Wisdom to Wealth is your trusted guide to turning uncertainty into confidence and complexity into clarity. We break down the financial strategies every independent woman needs to protect her wealth, create lasting income, and build a retirement plan that lets you live life on your terms—without fear, confusion, or regret. Because retirement isn’t just about money; it’s about freedom, security, and peace of mind. Let’s create your confident retirement together!

  1. 23h ago

    Retirement Isn't a DIY Project: The Roth Conversion Mistake You Don't See Coming

    We've all done it. Need to fix something around the house? Watch a YouTube video. Need to grill the perfect steak? There's a video. Need to build a backyard deck? Thousands of videos. But retirement planning isn't a weekend project. In this episode, Drew Stevens, Retirement Decision Strategist, explores one of the biggest mistakes pre-retirees make—believing that a Roth conversion is simply a tax decision. In reality, every retirement decision has a ripple effect. Roth conversions can influence Social Security taxation, Medicare IRMAA premiums, Required Minimum Distributions, cash flow, survivor income, and your long-term retirement strategy. The internet is an incredible source of information, but information without context can become expensive. If you're approaching retirement or already retired, this conversation will challenge the way you think about financial decisions and explain why comprehensive retirement planning is about much more than individual tactics. You'll walk away understanding why retirement success isn't built on isolated decisions—it's built on an integrated strategy. If this episode helped you, please subscribe, leave a review, and share it with a friend or family member preparing for retirement. To learn more or schedule your complimentary Retirement Decision Strategy Session, connect with Drew Stevens and discover what it means to Retire Wise. Retire Ready.

    8 min

  2. Jun 30

    Half the Year Is Gone: Are You Building Wealth…or Building a Life?

    The calendar doesn't lie. Half the year is already behind us. In this episode, Drew Stevens asks a question that has very little to do with your investment portfolio—and everything to do with your future. Drawing from more than four decades of experience helping families prepare for retirement, Drew explores why so many people carefully plan for financial retirement while neglecting to plan for the life they'll actually be living. Discover how behavioral finance, purpose, gratitude, relationships, and intentional living all compound over time—just like investments. If you've ever wondered whether you're simply accumulating wealth or creating a life worth remembering, this episode is for you. 📘 Take the next step: Order Drew Stevens' book, Retirement Wise, on Amazon and begin building a retirement strategy that prepares you financially and personally for the years ahead. And if you're looking for retirement education in a comfortable, no-pressure environment, be sure to watch for one of Drew's upcoming educational dinner events in your area.

    7 min

  3. Jun 22

    Retirement Isn't About Money—It's About Purpose

    Most people spend forty years preparing financially for retirement. Very few prepare for the emotional transition. In this episode of Wisdom to Wealth, Drew Stevens discusses why many retirees struggle after leaving the workforce—not because they lack money, but because they lose the structure, purpose, and identity their careers once provided. Through humor, real-life observations, and practical insight, Drew explains why successful retirement is about much more than investments. It's about creating a meaningful next chapter. Whether you're approaching retirement or already there, this episode will challenge you to ask one powerful question: What am I retiring to? Call to Action If you're within five years of retirement or recently retired and would like help building a retirement strategy that goes beyond your investments, visit Wisdom to Wealth and schedule a complimentary Retirement Strategy Conversation with Drew Stevens. Be sure to follow the podcast so you never miss future episodes covering retirement income planning, Social Security, taxes, Medicare, investing, and living an intentional retirement.

    6 min

  4. Jun 15

    12 Things Every Retiree Should Add to Life

    Most retirement advice focuses on what to cut. Cut expenses. Cut spending. Cut activities. Cut enjoyment. But what if retirement was never meant to be about subtraction? In this episode of Wisdom to Wealth, Drew Stevens explores 12 powerful things retirees should add to life—from laughter and friendships to purpose, adventure, learning, generosity, and confidence. Retirement is more than a financial event. It's a life transition. And the most successful retirees understand that money is simply a tool to help create a meaningful, fulfilling, and purpose-driven future. If you're wondering whether your retirement strategy is truly aligned with the life you want to live, now is the time to find out. Schedule your complimentary Retirement Strategy Conversation with Drew Stevens and discover how to turn your retirement savings into a retirement lifestyle. Because the real question isn't how much money you have. The real question is where you want your life to go. Retire Wise. Retire Ready. Drew Stevens Retirement Income Strategist

    9 min

  5. Jun 10

    The 12 Things You Should Never Cut in Retirement

    Retirement advice often sounds like a long list of sacrifices. Spend less. Travel less. Buy less. Do less. But is that really the purpose of retirement? In this episode, Drew Stevens challenges conventional retirement thinking and shares the 12 things retirees should never automatically eliminate from their lives. You'll learn why family, travel, friendships, health, purpose, generosity, and meaningful experiences may be the most important investments you'll ever make. If you've spent decades building your retirement savings, this conversation will help you think differently about how to use those resources to create a fulfilling and rewarding life. Retirement isn't about dying with the most money. It's about living with the most meaning. If today's episode resonated with you, subscribe to the podcast, leave a review, and share this episode with someone who may be approaching retirement with more fear than confidence. When you're ready to create a retirement strategy designed around your life—not just your money—reach out to Drew Stevens and the team at Wisdom & Wealth. We'd be honored to help you build a retirement worth living.

    6 min

  6. Jun 1

    What Retirees Are Really Afraid Of—But Rarely Talk About

    Retirement is supposed to be one of life's most rewarding chapters. Yet many retirees quietly struggle with concerns they rarely discuss—even with family members. In this episode, Dr. Drew Stevens explores the emotional side of retirement and reveals the fears that often keep retirees awake at night, including concerns about running out of money, healthcare costs, market volatility, and maintaining independence. You'll learn why retirement is as much a psychological transition as it is a financial one and how a well-designed retirement income plan can help replace uncertainty with confidence. Whether you're approaching retirement or already living it, this episode offers valuable insights into creating a more secure and fulfilling future. Enjoying the podcast? Subscribe, leave a review, and share this episode with friends and family who are planning for retirement. To learn more about retirement income planning and wealth strategies, visit: www.wisdomtowealth.com Wisdom to Wealth — Turning Financial Complexity into Retirement Confidence.

    5 min

  7. May 28

    Why do so many retirees say, “I wish I had started earlier”?

    In this episode, Drew Stevens discusses the emotional and financial realities many retirees face when approaching retirement without a coordinated strategy. After more than 40 years in financial services, Drew shares some of the most common retirement mistakes individuals and couples make — and what can still be done to improve retirement confidence and clarity. In this episode, you’ll learn: • Why retirement often arrives faster than expected • The biggest mistakes retirees commonly make • How Social Security, taxes, Medicare, and investment risk all connect • Why financial education is often missing • The emotional side of retirement planning • How small changes today can create greater peace of mind tomorrow Whether you are already retired or preparing for retirement in the next several years, this conversation is designed to help you become more informed and intentional about your future. If this episode resonates with you, be sure to: ✅ Subscribe to the channel ✅ Like and share this video ✅ Comment below with your biggest retirement concern ✅ Reach out to learn more about upcoming educational workshops Remember: Retirement confidence does not happen accidentally. It happens intentionally. #RetirementPlanning #SocialSecurity #RetirementIncome

    6 min

  8. May 23

    5 Retirement Myths That Could Destroy Your Financial Confidence

    After more than 40 years helping retirees navigate financial decisions, Drew Stevens has seen one major problem repeatedly surface: many retirees were sold investment products without ever being taught a retirement strategy. In this episode, Drew uncovers the five biggest retirement myths that Wall Street promoted for decades — from the dangers of blindly “staying invested” to the flaws in the traditional 4% withdrawal rule. You’ll discover: Why retirement investing is different from accumulation investing The hidden dangers of sequence risk Why bonds may not provide the safety retirees expect The emotional realities of retirement planning Why retirees often spend more than anticipated This episode is practical, insightful, and designed to help retirees think differently about their financial future.

    5 min
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About

Divorced? Widowed? Navigating retirement on your own? You’re not alone— and you don’t have to figure it out by yourself. Wisdom to Wealth is your trusted guide to turning uncertainty into confidence and complexity into clarity. We break down the financial strategies every independent woman needs to protect her wealth, create lasting income, and build a retirement plan that lets you live life on your terms—without fear, confusion, or regret. Because retirement isn’t just about money; it’s about freedom, security, and peace of mind. Let’s create your confident retirement together!

Information

  • Creator
    drewstevens
  • Years Active
    2019 - 2026
  • Episodes
    86
  • Rating
    Clean
  • Copyright
    © Copyright 2019 All rights reserved.
  • Show Website
    Wisdom to Wealth