Wisdom to Wealth

9 Biggest Retirement Planning Blunders

Retirement is supposed to be your golden years, not a financial guessing game! But too many retirees are falling into the same traps—losing money, missing benefits, and regretting decisions they can't undo. Today, we’re diving into the 9 biggest retirement planning blunders—and how YOU can avoid them! Buckle up, because this episode might just save your financial future!"
"Retirement planning isn’t just about saving money; it’s about making smart decisions with that money. Unfortunately, I’ve seen way too many retirees make mistakes that cost them comfort, security, and even peace of mind. So, let’s break down the 9 biggest retirement planning blunders and how you can sidestep them."

Hidden Secrets of Social Security

Today, we uncover what most financial experts don’t talk about—especially when it comes to Social Security. Today, we’re tackling the real issues threatening Social Security’s future, the hidden tax traps retirees don’t see coming, and three solutions that could actually fix the system for good. You don’t want to miss this!"

How To Make Your Retirement Money Last

In today’s episode, we’ll explore why having a retirement strategy is crucial and introduce you to the Bucket Plan Strategy—a simple, effective way to ensure you have money when you need it, without the stress of market swings or economic downturns."
"So, whether you're nearing retirement or helping a loved one prepare, stay tuned because this episode is packed with practical advice you can use today!

Unlocking the Tax Free Potential of HSAs in Retirement

Health Savings Accounts (HSAs) are one of the most powerful yet underutilized tools for building wealth in retirement—if you know how to use them right. In this episode, we break down how to supercharge your HSA, maximize tax-free withdrawals, and turn it into a secret weapon for healthcare costs and beyond. Whether you're nearing retirement or just getting started, we’ll show you how to unlock the full potential of your HSA.

Drew Stevens On Impact Radio

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

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

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

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