Wisdom to Wealth drewstevens
-
- Business
Discussion about personal finance, debt management, insurance and financial advice.
-
Welcome to 'Tax Talks: Navigating Your Financial Future.
We delve into the dynamic landscape of retirement planning, exploring the critical issues surrounding the sunset of the Tax Reform Act. Learn how this crucial step not only ensures a safer retirement but also unlocks the potential for a tax-free financial future.
#TaxReformAct #TaxStrategy #MarginalTaxRates #RothConversions #RetirementIncome #FinancialPlanning #TaxEfficiency -
Five Reasons To Leave Your Financial Advisor
Unlock financial freedom with our podcast! Discover the pivotal reasons to part ways with your current financial advisor. From stagnant growth to missed opportunities, we delve into compelling insights that empower you to make informed decisions and navigate towards a prosperous and secure financial future. Tune in to transform your wealth journey!
-
Interview with Sarry Ibrahim - Episode 102
Sarry Ibrahim founded Financial Asset Protection after learning about the Infinite Banking Concept (also known as the Bank On Yourself Concept). He saw this as an opportunity to save retirement accounts, real estate properties, and businesses from market failures and other risks. Sarry believes the number 1 rule to your money is to make sure it lives somewhere safe and accessible. As Sarry states when working with clients “it is never an either/or situation, it is a both/and situation.
-
Interview with Beth Probst - Episode 101
Welcome my guest Beth Probst founder of Getting to the Core who helps families understand and get through the complexities of collegiate education.
-
Inflation Versus Volatility
We’re paying more at the pump, for food, for housing, and just about everything else. But for long-term investors – mostly everyone – short-term inflation isn’t the biggest risk to financial plans. Find out how it can help you with long-term financial planning on this next episode of Wisdom to Wealth. #retirement #millionairemindset #inflation #personalfinance
-
Market volatility, and the recession
During this particular time where markets are quite unstable, due to buying and selling of stocks and bonds, now is a good time to understand when to buy, what to buy, and how the recession might be your friend.