Wisdom to Wealth

Are you an educator wondering if your pension alone will truly secure your retirement? Welcome to “Retirement 101: Securing the Golden Years for Educators,” an eye-opening episode of Wisdom to Wealth with trusted advisor Drew Stevens. With warmth, experience, and practical advice, Drew shares real stories of teachers and professors who discovered too late that relying solely on a pension can leave gaps — and what they could have done differently.
In just one listen, you’ll uncover the most common retirement pitfalls educators face — from overlooked 403(b) contributions to outdated beneficiaries — and learn simple, powerful steps to protect your future income, health care, and loved ones. Drew breaks down complicated topics like Social Security’s Windfall Elimination Provision (WEP) and shares insider strategies to maximize every dollar you’ve earned.
If you’ve spent a lifetime shaping young minds, it’s time to shape your own financial freedom. Tune in, take notes, and take action with Drew’s proven roadmap for educators who want to retire with confidence and peace of mind.
Listen now — because your golden years should be as rewarding as your career.
 

Welcome to Wisdom to Wealth with Dr. Drew Stevens, where we help women rebuild financial confidence after life’s hardest losses. If you’ve recently lost a spouse or gone through a divorce, you’re not alone — and your financial journey doesn’t have to be overwhelming or isolating. In this episode, Drew sheds light on why so many widows and divorcées feel unheard and underserved by their financial advisors, and offers compassionate, practical guidance on how to find a trusted partner who truly puts your needs first.
Drawing from over 40 years of experience and personal insights, Drew shares the importance of empathy, partnership, and clear communication in financial planning. Discover how to turn grief and uncertainty into empowerment and independence through holistic strategies tailored specifically for your unique circumstances.
If you’re ready to own your financial future with confidence and dignity, this episode is for you. Tune in, and take your first steps toward transforming your wealth — and your life.
 
#FinancialConfidence #WidowsAndDivorces #WomenAndWealth #FinancialEmpowerment #WidowFinance #DivorceRecovery #MoneyAfterLoss #WomenInvestors #FinancialPlanning #EmpoweredWomen

Did you know 93% of small business owners overpay their taxes every single year? In this eye-opening Wisdom to Wealth episode, Dr. Drew Stevens reveals exactly why so many smart, hardworking entrepreneurs fall into the tax trap — and how you can legally break free.
Most CPAs do a great job filing last year’s numbers but miss opportunities buried deep in the 75,000+ page U.S. tax code. From overlooked credits like the R&D Tax Credit and the Work Opportunity Tax Credit to underused deductions under Section 199A, money is left on the table year after year.
Learn why passive owners lose an average of $11,000–$35,000 annually and how strategic, year-round tax planning turns taxes from an expense into a profit center. Drew explains how to pick the right business entity, time purchases smartly, and design tax-saving retirement plans.
Stop funding the IRS more than you owe — start putting those dollars back into your business, your family, and your legacy.
Tune in on Podbean, Apple Podcasts, and Spotify, and visit www.wisdomtowealth.com for details on Drew’s upcoming tax and retirement seminars.
Your wisdom is your wealth — protect it today!
 
#TaxStrategy #SmallBusinessOwner #WisdomToWealth #KeepMoreMoney

In this powerful episode of Wisdom to Wealth, Dr. Drew Stevens tackles one of the biggest financial threats retirees face today: rising healthcare and long-term care costs. From employer-covered healthcare disappearing at retirement to shocking statistics from Fidelity and Genworth, you’ll learn why this expense can quietly drain your nest egg if left unplanned. Drew shares real stories — like Linda and Tom’s sudden $9,000-a-month wake-up call — to show what’s at stake when medical costs hit hard and fast.
You’ll discover practical solutions, from budgeting for Medicare and Medigap to exploring long-term care insurance, self-funding options, and tax-smart strategies for business owners. Drew also explains how the Excel Empire CTBA Certification can protect more of your life’s work when selling a business.
Don’t wait until a crisis strikes — get ahead of healthcare inflation, market downturns, and income drain. Listen in, share with family and friends, and take simple actions to protect your wealth and legacy today.
Listen now on Podbean, Apple Podcasts, and Spotify — and visit www.wisdomtowealth.com for exclusive tools and events.
Be well, be prepared — and keep turning your wisdom into wealth.
 
#RetirementPlanning #HealthcareCosts #LongTermCare #WisdomToWealth

In this episode of Wisdom to Wealth, Dr. Drew Stevens pulls back the curtain on the beloved 529 college savings plan — and reveals why it might not be the smartest legacy gift you can give. With college enrollment dropping and skilled trades rising, today’s families need flexible strategies to protect their wealth and empower the next generation’s dreams. Drew shares real stories, practical alternatives like cash value life insurance, UTMA/UGMA accounts, and family trusts, and explains how each option keeps your hard-earned money working with purpose — not penalties. If you’re ready to build a legacy that adapts to life’s changes, tune in now. Share it with your family, take notes, and walk away with proven tools to shape a future that’s about more than money — it’s about freedom, security, and impact.
#WisdomToWealth #LegacyPlanning #RetirementWisdom #FamilyTrusts #529Plan #SmartGifting #FinancialFreedom #EstatePlanning #RetirementPlanning #GenerationalWealth

In this powerful episode of Wisdom to Wealth, Dr. Drew Stevens—your Retirement Professor—reveals the hidden dangers lurking in traditional retirement plans. That so-called “safe” balanced portfolio may actually be undermining your future.
You’ll hear the eye-opening stories of retirees like Bob, Carol, and Linda—real people who followed conventional advice only to face devastating financial stress later in life. This episode is especially vital for single women over 65, who often face longer retirements and greater financial risk.
Learn how to move from blind growth strategies to smart, sustainable income planning with tax efficiency, risk management, and guaranteed income sources.
This episode could transform your retirement.
📅 And don’t forget to register for our free Social Security & Tax Seminars on July 15 and 17 at St. Charles Community College. Limited seats!
🎙️ Hosted by Dr. Drew Stevens – Fiduciary. Author. Retirement Advocate.

 
Are you quietly stressing about retirement, or wondering if your current plan is built on hope instead of strategy? In this episode of Wisdom to Wealth, Dr. Drew Stevens tackles the retirement questions most people are afraid to ask — and most advisors avoid. From how much you really need to retire, to Social Security timing, tax traps, market risks, and longevity fears, we unpack the hidden issues that can derail your financial future. Featuring real stories, practical strategies, and powerful insights, this is your no-nonsense guide to retiring smarter, not just older.
🎯 If you want clarity, confidence, and control in your retirement plan, this episode is your wake-up call.
👉 Download your free Retirement Clarity Kit and schedule a 15-minute call at wisdomtowealth.com.
#WisdomToWealth #RetirementPlanning #FinancialFreedom #TaxSmartRetirement #RothConversion #SocialSecurityTiming #RetirementRisks #BucketStrategy #LegacyPlanning #MoneyWisdom

A tax tidal wave is coming — are you prepared?In this high-stakes episode of Wisdom to Wealth, The Retirement Professor exposes the looming 2025 tax code sunset and what it could mean for your retirement, your business, and your family legacy. From disappearing deductions and vanishing credits to surprise tax hikes for high earners — this isn’t speculation. It’s the writing on the wall.
You'll discover:
Six critical tax changes that could upend your financial strategy
Why Roth conversions and QCDs may be your best move in 2024
How to protect your retirement income and legacy from being drained by Uncle Sam
Real-life client stories and strategies already in motion
This is your early warning system — and your action plan. Don’t wait until next April to realize you missed the window. Tune in, take notes, and take control.
👉 Schedule your complimentary Tax Forecasting Session today and be the architect of your financial future.
#TaxPlanning2025
#RetirementStrategy
#HighIncomeTaxAlert
#RothConversionNow
 

What if everything you’ve worked your whole life for ended up in the wrong hands—or worse, torn apart by court fees and family conflict? In this powerful episode of Wisdom to Wealth, Dr. Drew exposes the 7 most dangerous estate planning myths and reveals the 5 smart moves you must make in 2025 to protect your legacy. This isn’t just about wills and trusts—it’s about honoring your life’s work and safeguarding your family’s future. Whether you think you’re “too young” or “not wealthy enough,” this episode will challenge your assumptions and give you the clarity and tools to take control—before someone else does.
🎧 Listen now—and take the first step toward peace of mind.Then, join us at the Estate Planning Seminar on May 13 & 15 in Wildwood.
#WisdomToWealth #EstatePlanningMatters #LegacyProtection #RetirementReadiness #FinancialClarity
 

Welcome to another episode of Wisdom to Wealth, where experience meets strategy to help you make smarter money moves. I’m Drew Stevens founder of Wisdom to Wealth, a fiduciary, speaker, and author with over 40 years of Wall Street wisdom under my belt. Today, we’re diving deep into a topic that could quietly undermine your financial future: Are you working with a broker—or a true fiduciary? The difference matters more than most people realize. In this episode, I’ll walk you through the five telltale signs that your “advisor” may actually be a broker with hidden agendas. We’ll talk facts, real-life examples, and what to do next to protect your assets, your income, and your legacy. If you care about transparency and financial integrity, you can’t afford to miss this. Let’s uncover the truth—together.
#WisdomToWealth #FiduciaryAdvice #FinancialFreedom #RetirementPlanning #WallStreetWisdom #MoneyMatters #FinancialLiteracy #InvestorAwareness #WealthBuilding #SmartInvesting #AvoidBrokerBias #SecureYourFuture #PodcastForRetirees #FinancialIntegrity #WealthStrategy