Wisdom to Wealth

Drew Stevens explores the humorous and heartfelt shift in parenting roles as aging parents become like teenagers. He shares personal stories about shifting discipline styles, new senior behaviors around technology, driving, eating habits, and the changing family dynamics as adult children care for their elders with patience and humor.

From unpredictable driving to early dinners, loud TVs, and ALL CAPS texting, this episode captures the everyday moments that families across the country are experiencing.

It’s funny. It’s relatable. And it’s absolutely real.

If you’re navigating life with aging parents—or becoming one yourself—this episode will have you laughing and nodding your head at the same time.

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Everyone is worried about the market crashing…

But the real threat to your retirement may be something far more predictable—and far more dangerous.

Taxes.

In this episode, Drew Stevens, PhD, shares a powerful perspective from over four decades in financial services. He explains why so many retirees unknowingly walk into retirement with a major blind spot: they’ve built wealth, but they haven’t built a tax strategy.

From IRAs and 401(k)s to Social Security taxation and IRMAA brackets, Drew breaks down how taxes can quietly erode your retirement income—and what you can do about it.

You’ll walk away understanding:

If you’ve never had a detailed tax conversation with your advisor, this episode could change everything.

To learn more or schedule a no-obligation conversation, visit:

Take 30–40 minutes. Get clarity. Keep more of what you’ve earned.

In this episode Drew Stevens argues that many financial advisors are merely order-takers focused on portfolio maintenance and accumulation, not comprehensive retirement planning. He highlights common gaps—tax strategy, IRMA/S, Medicare, Social Security timing, and income distribution—that can leave retirees exposed.

Stevens explains what a true retirement advisor does: build an income-first strategy, coordinate tax-efficient distributions, and plan for market drops and healthcare costs, urging listeners to ask better questions or seek a second opinion.

Are you relying on hope to get through retirement?

In this episode, Drew Stevens, PhD, dives into a hard truth: most people don’t actually have a retirement plan—they have a statement and a lot of assumptions.

From underperforming portfolios to overwhelming debt, Drew explains why so many people feel uncertain about their future—and what it really takes to fix it.

You’ll learn why clarity, structure, and intentional planning are the keys to a confident retirement—and how to start building that today.

If you’re ready to take control of your retirement:

👉 Go to wisdomtowealth.com

Stop hoping. Start planning.

“If you’re within five to ten years of retirement and you’re not 100% confident in your plan, then we need to talk. Go to wisdomtowealth.com, schedule a 45-minute conversation, and let’s turn uncertainty into clarity—once and for all.”

What if one unexpected health event could erase decades of hard work?

In this episode, Drew Stevens breaks down the single greatest financial threat facing retirees today—long-term care costs. With over 40 years of experience in financial services, Drew explains why most people underestimate this risk and how it can devastate even well-planned retirements.

You’ll learn:

This episode isn’t just about planning—it’s about protecting your independence, dignity, and legacy.

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retirement planning, long term care insurance, retirement risks, wealth protection, financial planning for retirees, retirement income strategies, healthcare costs retirement

Many people fear running out of money in retirement—but in reality, most don’t. So why does that fear exist?

In this episode, Drew Stevens shares insights from over four decades in financial services and explains the real issue retirees face: not a lack of money, but a lack of structure and income planning.

You’ll discover why having assets isn’t enough, how poor withdrawal strategies can create unnecessary stress, and why taxes and market volatility can quietly impact your retirement.

This episode is designed for individuals approaching retirement or already retired who want clarity, confidence, and a strategy that works in real life—not just on paper.

If you or someone you know is going through a financial transition, this conversation could provide valuable perspective and peace of mind.

retirement planning, retirement income, financial advisor, retirement strategy, taxes in retirement, social security, wealth management, retirement education, financial freedom, income planning

Annuities are one of the most criticized—and misunderstood—financial tools in retirement planning. But are they really as bad as people say?

In this episode, Drew Stevens unpacks the myths, misconceptions, and real-world truths about annuities. With over 40 years of experience, Drew explains how these strategies can be used to create predictable income, protect against market loss, and help retirees avoid running out of money.

If you’re approaching retirement and unsure how to turn your savings into income, this episode will give you clarity, confidence, and a new perspective.

In this episode of the Wisdom to Wealth Podcast, Drew Stevens discusses the most common—and most costly—statement he hears from retirees: “I wish we had met you five years ago.”

This isn’t about major financial mistakes. Instead, it’s about the accumulation of small decisions made without a comprehensive retirement strategy. From claiming Social Security too early to overlooking tax implications and lacking a defined income plan, these missteps can significantly impact long-term financial security.

Drew explains why time is the most valuable asset in retirement planning and why waiting for a “perfect plan” often leads to missed opportunities. He also breaks down how understanding the relationship between income, taxes, and investment strategy can transform uncertainty into confidence.

This episode is ideal for individuals and couples within five to ten years of retirement who want to avoid costly errors and build a clear, structured approach to retirement income planning.

Key topics include retirement strategy, Social Security timing, tax-efficient withdrawals, income planning, and financial clarity.

For more information and resources, visit Wisdom to Wealth.

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:

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

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.

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