Wisdom to Wealth

drewstevens

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. 1d ago

    When Should You Claim Social Security?

    Claiming Social Security is one of the biggest retirement decisions you'll ever make—but it's also one of the most misunderstood. Many people focus only on maximizing their monthly benefit, yet the timing of your claim can affect taxes, Medicare premiums, Roth conversions, investment withdrawals, survivor income, and your overall retirement strategy. In this episode, Drew Stevens, Founder of Wisdom to Wealth and Retirement Decision Specialist, explains why Social Security should never be considered in isolation. You'll discover: • The advantages and trade-offs of claiming at 62, Full Retirement Age, or 70 • How Social Security interacts with your tax return • Why Roth conversions and Medicare IRMAA matter • How survivor benefits can influence claiming decisions • The importance of coordinating retirement income rather than making isolated financial choices If you're approaching retirement or helping someone who is, this episode offers practical insights that can help you make more informed retirement decisions. Every retirement decision affects another. Before making permanent choices about Social Security, taxes, Medicare, Roth conversions, or retirement income, make sure you understand how those decisions work together. If you're within five years of retirement—or already retired—and would like a personalized Retirement Decision Review, I'd be honored to help. Visit www.wisdomtowealth.com to schedule a complimentary consultation and begin making retirement decisions with greater confidence, clarity, and purpose.

  2. Jul 24

    The Most Expensive Retirement Decision Is Doing Nothing

    Many retirees worry about making the wrong investment decision. Surprisingly, the biggest financial mistake may be something much simpler—doing nothing. In this episode, Drew explains how delaying important retirement decisions can trigger a domino effect involving Social Security, taxes, Medicare premiums, retirement income, and long-term financial confidence. You'll discover why waiting is still a decision, how small choices can create lasting consequences, and what proactive retirement planning looks like. Whether you're approaching retirement or already retired, this episode will help you think differently about protecting your financial future.

  3. Jul 10

    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.

  4. 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.

  5. 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. 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

  7. 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.

  8. 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.

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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
    89
  • Rating
    Clean
  • Copyright
    © Copyright 2019 All rights reserved.
  • Show Website
    Wisdom to Wealth