Wisdom to Wealth

Wisdom to Wealth

By drewstevensBusiness
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Wisdom to Wealth episodes

  • 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 

    6 min
  • Market volatility, and the recession
    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.
    7 min
  • Why Estate Planning is important

    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 

    8 min
  • The benefits of a Will

    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

    6 min
  • How to Resolve An Income Gap

     

    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

    5 min
  • What To Tackle Financial as a Mid Career Professional

    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?

    •  

    5 min
  • Retiring In a Volatile Market
    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?
    6 min
  • Pension Plan Pitfalls

    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.

    5 min
  • I’m Too Scared To Retire
    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
    4 min
  • Rebutting The Retirement Fear

    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

    8 min

About Wisdom to Wealth

From the publisher's feed

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…