Wisdom to Wealth

drewstevens

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BUSINESS

Discussion about personal finance, debt management, insurance and financial advice.

APR 29

Drew Stevens On Impact Radio

Drew discusses his strategies to educate retirees making them financially healhier in their retirement strategy.

12 min
MAR 8

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

10 min
10/06/2023

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!

7 min
11/16/2022

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.

19 min
11/16/2022

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.

15 min
09/30/2022

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

5 min
09/30/2022

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.

6 min
09/16/2022

Why Estate Planning is important

Estate planning is all about protecting your loved ones, which means in part giving them protection from taxes and probate. Even just a bit of estate planning can enable couples to reduce much or even all of their federal and state estate taxes and state inheritance taxes. The podcast illustrates the importance and why. http://drew-stevens.net/retirement-planning #estateplanning

8 min

See All (20)

Discussion about personal finance, debt management, insurance and financial advice.

Creator

drewstevens
Years Active

2019 - 2024
Episodes

20
Rating

Clean
Show Website

Wisdom to Wealth

Wisdom to Wealth

Drew Stevens On Impact Radio

Welcome to 'Tax Talks: Navigating Your Financial Future.

Five Reasons To Leave Your Financial Advisor

Interview with Sarry Ibrahim - Episode 102

Interview with Beth Probst - Episode 101

Inflation Versus Volatility

Market volatility, and the recession

Why Estate Planning is important

About

Information

Wisdom to Wealth

Episodes

Drew Stevens On Impact Radio

Welcome to 'Tax Talks: Navigating Your Financial Future.

Five Reasons To Leave Your Financial Advisor

Interview with Sarry Ibrahim - Episode 102

Interview with Beth Probst - Episode 101

Inflation Versus Volatility

Market volatility, and the recession

Why Estate Planning is important

About

Information