20 episodes

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

Wisdom to Wealth drewstevens

    • Business

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

    Welcome to 'Tax Talks: Navigating Your Financial Future.

    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
    Five Reasons To Leave Your Financial Advisor

    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
    Interview with Sarry Ibrahim - Episode 102

    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. 

    • 18 min
    Interview with Beth Probst - Episode 101

    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. 

    • 14 min
    Inflation Versus Volatility

    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
    Market volatility, and the recession

    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

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