Wisdom to Wealth
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!
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Episodes
Friday Sep 30, 2022
Friday Sep 30, 2022
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.
Friday Sep 16, 2022
Friday Sep 16, 2022
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
Friday Sep 16, 2022
Friday Sep 16, 2022
68% of Americans do not have a will. Many people put off writing a Will because they believe it will be costly or difficult, that it is unnecessary because their possessions will automatically pass to their spouse or children, or simply to avoid thinking about their own death. A will is needed and I will show you why.
http://drew-stevens.net/retirement-planning
Friday Sep 16, 2022
Friday Sep 16, 2022
The difference between your retirement income and actual expenses is known as a retirement income gap and many with pensions or retirement have a drop of 30 – 40%. It's crucial to understand stated and unstated expenses. I will show you the reason to help this important topic.
http://drew-stevens.net/retirement-planning
Thursday Jul 21, 2022
Thursday Jul 21, 2022
Between having more disposable income, seeing your 401(k) balance grow healthier, and starting to weigh bigger life purchases – there is a lot to think about.There is also some question-creep that starts to show up:
Are you saving enough?
Are you investing correctly?
Have you thought about risk?
How about estate planning?
What big purchases are coming up?
Thursday Jul 21, 2022
Thursday Jul 21, 2022
Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn's impact on your savings will be felt now and potentially for years to come. How do you keep your plan on track and your desired lifestyle in place?
Thursday Jul 21, 2022
Thursday Jul 21, 2022
There are currently about 300 state-administered and nearly 6,000 locally-administered public retirement plans.After six months of stock and bond market declines, those assets have likely dropped significantly, putting public pension plans in financial stress.
Thursday Jun 16, 2022
Thursday Jun 16, 2022
Too many individuals are too scared to retire and are withholding retirement because of market volatility. In just a couple of minutes I explain why you should not hold off on your retirement a live the life you always wanted to live
Wednesday Jun 15, 2022
Wednesday Jun 15, 2022
Hear No Evil, Speak No Evil See No Evil indicates a willingness to be in good mind, speech and action, and not dwell on evil thoughts. This episode shares with you how to do all that an more for a happy, peaceful and liquid retirement.
#estateplanning #retirementplanning #retirementincome
Thursday Jun 09, 2022