Wisdom to Wealth

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.

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.

A tax tidal wave is coming — are you prepared?

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.

#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

In this powerful episode of Wisdom to Wealth, Drew—fiduciary, Wall Street veteran, and financial strategist—dives headfirst into one of the most controversial narratives making waves today: Trump’s “Planned” Stock Market Collapse. Is there real evidence behind the claim, or is it just headline hysteria? Drew unpacks the economic policies, market history, and political context behind the speculation,

#WisdomToWealth

Debt and retirement rarely mix — yet millions carry balances that silently drain their freedom. In this episode of Wisdom to Wealth, host Drew Stevens, “The Retirement Professor,” tackles the tough truth: debt isn’t just a burden, it’s a threat to your lifestyle. With over 40 years of frontline financial experience, Drew unpacks why debt is so dangerous in retirement, shares powerful real-life stories, and gives you four proven strategies to eliminate it — including how to pay down your mortgage and boost your credit score before it counts. Whether you’re five years from retirement or already there, this episode is your blueprint for cutting financial deadweight and gaining peace of mind. No fluff, just facts.

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Think your retirement plan is solid? Think again. In this episode, Drew Stevens pulls back the curtain on three dangerous myths that could derail your future: the outdated 4% rule, the illusion of diversification, and the false sense of security some advisors give you. You’ll hear real-world examples, discover smarter income strategies, and learn how to protect yourself from common, costly mistakes. This is your wake-up call—before it’s too late.

#RetirementWakeUpCall #FiduciaryAdvice #RetirementPodcast #IncomePlanning #WisdomToWealth

Are you 100% sure your retirement plan is bulletproof? Or do you have that nagging feeling that something’s missing? In this eye-opening episode, seasoned financial expert and fiduciary Drew Stevens pulls back the curtain on five critical retirement secrets that most financial advisors won’t tell you—secrets that could cost you thousands, if not millions, over your lifetime.

From hidden tax traps to the devastating impact of inflation, market crashes, and longevity risk, Drew breaks it all down in a way that’s real, relatable, and packed with actionable insights. This isn’t your typical dry financial talk—this is straight talk about your future, with real-life examples, eye-opening statistics, and the no-nonsense guidance you need to protect your hard-earned wealth.

If you want to retire comfortably instead of cautiously, you can’t afford to miss this episode.

🎧 Listen now and take control of your financial future!

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