Wisdom to Wealth

drewstevens
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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. MAR 19

    Deductibles to Donut Holes: Deciphering Medicare Costs for Retirees

    Navigating Medicare can feel overwhelming—especially when you’re faced with unfamiliar terms like deductibles, copays, coinsurance, and the infamous “donut hole.” In this educational webinar, From Deductibles to Donut Holes: Deciphering Medicare Costs for Retirees, we break down the real costs of Medicare in a clear, practical, and easy-to-understand way. Designed for retirees, pre-retirees, and financial professionals, this session walks through how Medicare actually works—not just in theory, but in real-life planning scenarios. We explore Medicare Parts A, B, C, and D, uncover hidden costs many retirees overlook, and explain how income-related adjustments like IRMAA can significantly impact your premiums. You’ll also gain insight into: • The true out-of-pocket costs retirees face • How the Medicare Part D “donut hole” works and how to plan around it • Strategies to reduce lifetime healthcare expenses • Coordination between Medicare and retirement income planning • Common mistakes that can cost retirees thousands With decades of combined experience helping retirees navigate complex financial decisions, this session is built to educate—not sell—so you can make informed, confident choices about your healthcare in retirement. If you’ve ever felt uncertain about Medicare or want to better understand how it fits into your overall retirement strategy, this is a must-watch.   #Medicare #MedicarePlanning #RetirementPlanning #HealthcareCosts #MedicarePartD #DonutHole #IRMAA #FinancialPlanning #RetirementIncome #SeniorPlanning #WealthManagement #MedicareEducation #PreRetirement #BabyBoomers #FinancialAdvisor #CPE #ContinuingEducation #MedicareCosts #RetireSmart #HealthcareInRetirement

    1h 3m

  2. 10/17/2025

    Debt in Retirement: The Silent Killer of Financial Freedom

    Debt doesn’t retire just because you do. In this eye-opening episode, Drew Stevens, Ph.D., breaks down how debt quietly robs retirees of freedom, sleep, and security. From mortgage math to credit card traps, Drew reveals how the financial system keeps retirees in a zero-sum game — and how to escape it. Key Topics: The shocking 2025 stats on retiree debt Why the “mortgage tax deduction” myth doesn’t hold up How banks use amortization to profit first How credit card interest compounds against you Why many advisors avoid talking about debt How inflation magnifies financial strain Step-by-step actions to become debt-free before retirement

    10 min

  3. 10/17/2025

    The Hidden Tax Retirees Do Not Know About – Inflation Is Stealing Your Retirement

    Inflation is the hidden tax that could quietly destroy your retirement dreams. In this episode, Drew — Your Retirement Professor from Wisdom to Wealth — exposes how inflation erodes your purchasing power and why so many retirees underestimate its long-term impact. You’ll learn how inflation can cost you hundreds of thousands in lost value, how outdated planning assumptions create financial blind spots, and what strategies can protect your income from the stealthy rise in prices. Through real stories and practical insights, Drew shares how retirees can outpace inflation using growth-oriented portfolios, TIPS, and inflation-adjusted income strategies that preserve lifestyle and peace of mind. Don’t let the silent tax steal your retirement. Tune in now, then visit WisdomToWealth.com to access free resources and schedule your personal inflation review today. #Inflation #RetirementPlanning #FinancialFreedom #WealthManagement #WisdomToWealth #RetirementProfessor #HiddenTax #InflationProtection

    9 min

  4. 10/06/2025

    The Retirement Trap: How Inflation, Market Volatility, and Hidden Expenses Can Destroy Your Dream Lifestyle

    Most retirees believe they’re prepared—until reality hits. Rising inflation, unpredictable markets, and hidden expenses can silently destroy even the best-laid retirement plans. In this powerful episode of Wisdom to Wealth, financial expert Drew [Last Name] reveals the three biggest threats to your financial freedom—and the proactive steps you can take right now to safeguard your lifestyle, your income, and your peace of mind. You’ll hear a real-life story of a couple who nearly lost their retirement dream—and how smart planning turned it around. Drew breaks down actionable strategies like stress-testing your plan, diversifying income sources, and factoring in real inflation costs so you can retire with confidence, not fear. If you want to protect what you’ve worked for and avoid the “Retirement Trap,” this episode is a must-listen. 👉 Call to Action: Schedule a complimentary Retirement Stress Test today at www.wisdomtowealth.com Don’t leave your future to chance—take control now. #RetirementPlanning #FinancialFreedom #WisdomToWealth #RetireSmart

    9 min

  5. 09/18/2025

    High-Income, High-Risk: Protecting Wealth for Engineers & Physicians

    High-Income, High-Risk: Protecting Wealth for Engineers & Physicians Earning a high income doesn’t mean you’re financially bulletproof. In fact, engineers and physicians often face unique risks — from lawsuits and malpractice claims to concentrated stock positions, tax traps, and burnout. In this episode of Wisdom to Wealth, Drew [Your Last Name] shares real stories from doctors and engineers who looked strong on paper but faced hidden vulnerabilities that could have cost them everything. You’ll learn why high earners are often high risk, the three biggest threats to your wealth, and the practical steps to shield your income, assets, and future. Whether it’s mistimed stock option exercises, malpractice liability, or simply the risk of working too long without a plan for independence, this episode shows you how to transform high income into lasting security. 👉 Please rate and review this podcast, then share it with a colleague, friend, or family member who needs to hear it.

    8 min

  6. 09/18/2025

    Your Pension, Your Power: Maximizing Federal & Union Retirement Benefits

    If you’ve spent decades serving as a federal employee, union worker, postal carrier, or railway retiree — your pension is more than a paycheck. It’s your power. But without the right strategy, hidden taxes, survivor benefit traps, and costly timing mistakes can erode the retirement you’ve worked so hard to earn. In this episode of Wisdom to Wealth, Drew [Your Last Name] reveals real stories from federal and union retirees, the pitfalls most people never see coming, and three smart steps to keep more of what you’ve earned. Whether you’re under CSRS, FERS, or a union plan, this conversation is your roadmap to clarity, control, and confidence. 👉 Please rate this podcast 5 stars, leave a quick review, and share it with a friend, colleague, or family member who needs to hear it. Together, we can make sure your pension truly works for you.

    9 min

  7. 07/30/2025

    he Fed Didn’t Cut Rates — Here’s What That Means for Your Retirement

    In this powerful episode of Wisdom to Wealth, Drew Stevens breaks down the Fed’s latest decision to hold interest rates steady—and why it matters far more than most headlines suggest. With over $35 trillion in federal debt and inflation still pressuring everyday Americans, this episode explores seven key impacts this decision has on federal debt, bond markets, retirement income, and the future of programs like Social Security and Medicare. If you’re retired or within 10 years of retirement, this episode is a must-listen. You’ll learn why traditional strategies may no longer work, what risks are quietly building under the surface, and what smart investors are doing now to adjust. You’ll also hear a clear call to action—including how to request a complimentary Retirement Readiness Review to protect what you’ve worked a lifetime to build. Listen now—and share this with someone you care about. Your financial future might just depend on it.   #WisdomToWealth #RetirementPlanning #InterestRates #FederalReserve #FinancialSecurity #RetirementIncome #FedDecision #RetirementAdvisor #SmartMoneyMoves #WealthPreservation #DebtCrisis #InflationProtection #SecureRetirement #FinancialFreedom #BoomerRetirement #DrewStevens

    10 min

  8. 07/24/2025

    Why Does Dr. Drew Do What He Does To Help People

    In this deeply personal episode of Wisdom to Wealth, Dr. Drew — The Retirement Professor — opens up about the life hurdles that shaped his mission to serve retirees with integrity, grit, and genuine care. From a childhood marked by family challenges and financial hardship to a record-setting career as a hurdler, Dr. Drew learned early that true wealth is more than money — it’s wisdom, resilience, and the courage to plan for the future you deserve. You’ll hear how overcoming personal setbacks inspired his passion for helping retirees protect and enjoy the wealth they’ve worked so hard to build. Dr. Drew’s “Why” is a reminder that no matter your starting point, you can clear your own hurdles with the right guidance and strategies. If you’re ready to move from worry to confidence in retirement, this episode will inspire you to see your wealth as more than numbers — it’s your legacy, your peace of mind, and your freedom to live fully. Tune in, get inspired, and discover why Dr. Drew does what he does — for you. #WisdomToWealth #RetirementPlanning #FinancialFreedom #RetireWithConfidence

    13 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
    2025 - 2026
  • Episodes
    67
  • Rating
    Clean
  • Copyright
    © Copyright 2019 All rights reserved.
  • Show Website
    Wisdom to Wealth