Wisdom to Wealth

Hosted by drewstevens

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Jun 2026

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About the show

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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60 recent

June 15, 2026Episode 1278 min

12 Things Every Retiree Should Add to Life

Most retirement advice focuses on what to cut. Cut expenses. Cut spending. Cut activities. Cut enjoyment. But what if retirement was never meant to be about subtraction? In this episode of Wisdom to Wealth, Drew Stevens explores 12 powerful things retirees should add to life—from laughter and friendships to purpose, adventure, learning, generosity, and confidence. Retirement is more than a financial event. It's a life transition. And the most successful retirees understand that money is simply a tool to help create a meaningful, fulfilling, and purpose-driven future. If you're wondering whether your retirement strategy is truly aligned with the life you want to live, now is the time to find out. Schedule your complimentary Retirement Strategy Conversation with Drew Stevens and discover how to turn your retirement savings into a retirement lifestyle. Because the real question isn't how much money you have. The real question is where you want your life to go. Retire Wise. Retire Ready. Drew Stevens Retirement Income Strategist

June 10, 2026Episode 1266 min

The 12 Things You Should Never Cut in Retirement

Retirement advice often sounds like a long list of sacrifices. Spend less. Travel less. Buy less. Do less. But is that really the purpose of retirement? In this episode, Drew Stevens challenges conventional retirement thinking and shares the 12 things retirees should never automatically eliminate from their lives. You'll learn why family, travel, friendships, health, purpose, generosity, and meaningful experiences may be the most important investments you'll ever make. If you've spent decades building your retirement savings, this conversation will help you think differently about how to use those resources to create a fulfilling and rewarding life. Retirement isn't about dying with the most money. It's about living with the most meaning. If today's episode resonated with you, subscribe to the podcast, leave a review, and share this episode with someone who may be approaching retirement with more fear than confidence. When you're ready to create a retirement strategy designed around your life—not just your money—reach out to Drew Stevens and the team at Wisdom & Wealth. We'd be honored to help you build a retirement worth living.

June 1, 2026Episode 1254 min

What Retirees Are Really Afraid Of—But Rarely Talk About

Retirement is supposed to be one of life's most rewarding chapters. Yet many retirees quietly struggle with concerns they rarely discuss—even with family members. In this episode, Dr. Drew Stevens explores the emotional side of retirement and reveals the fears that often keep retirees awake at night, including concerns about running out of money, healthcare costs, market volatility, and maintaining independence. You'll learn why retirement is as much a psychological transition as it is a financial one and how a well-designed retirement income plan can help replace uncertainty with confidence. Whether you're approaching retirement or already living it, this episode offers valuable insights into creating a more secure and fulfilling future. Enjoying the podcast? Subscribe, leave a review, and share this episode with friends and family who are planning for retirement. To learn more about retirement income planning and wealth strategies, visit: www.wisdomtowealth.com Wisdom to Wealth — Turning Financial Complexity into Retirement Confidence.

May 28, 2026Episode 1246 min

Why do so many retirees say, “I wish I had started earlier”?

In this episode, Drew Stevens discusses the emotional and financial realities many retirees face when approaching retirement without a coordinated strategy. After more than 40 years in financial services, Drew shares some of the most common retirement mistakes individuals and couples make — and what can still be done to improve retirement confidence and clarity. In this episode, you’ll learn: • Why retirement often arrives faster than expected • The biggest mistakes retirees commonly make • How Social Security, taxes, Medicare, and investment risk all connect • Why financial education is often missing • The emotional side of retirement planning • How small changes today can create greater peace of mind tomorrow Whether you are already retired or preparing for retirement in the next several years, this conversation is designed to help you become more informed and intentional about your future. If this episode resonates with you, be sure to: ✅ Subscribe to the channel ✅ Like and share this video ✅ Comment below with your biggest retirement concern ✅ Reach out to learn more about upcoming educational workshops Remember: Retirement confidence does not happen accidentally. It happens intentionally. #RetirementPlanning #SocialSecurity #RetirementIncome

May 23, 2026Episode 1234 min

5 Retirement Myths That Could Destroy Your Financial Confidence

After more than 40 years helping retirees navigate financial decisions, Drew Stevens has seen one major problem repeatedly surface: many retirees were sold investment products without ever being taught a retirement strategy. In this episode, Drew uncovers the five biggest retirement myths that Wall Street promoted for decades — from the dangers of blindly “staying invested” to the flaws in the traditional 4% withdrawal rule. You’ll discover: Why retirement investing is different from accumulation investing The hidden dangers of sequence risk Why bonds may not provide the safety retirees expect The emotional realities of retirement planning Why retirees often spend more than anticipated This episode is practical, insightful, and designed to help retirees think differently about their financial future.

May 21, 2026Episode 1229 min

Why Smart People Make Terrible Retirement Decisions

Smart people make bad retirement decisions every day — not because they lack intelligence, but because retirement is emotional, psychological, and filled with complexity. In this episode, Drew Stevens shares over four decades of real-world experience helping retirees avoid costly financial mistakes. From analysis paralysis and emotional investing to tax traps and retirement income confusion, Drew explains why many successful people struggle when transitioning into retirement. This episode is packed with practical retirement insights, real-world examples, and actionable strategies designed to help listeners retire with greater clarity, confidence, and control. If you are approaching retirement or already retired, this conversation could change the way you think about your financial future.

May 15, 2026Episode 1218 min

7 Costly Retirement Mistakes That Could Force You Back to Work

Retirement today is more complicated than ever before. In this episode, Drew Stevens of Wisdom to Wealth discusses the 7 biggest retirement mistakes retirees continue to make — including poor Social Security timing decisions, entering retirement with debt, ignoring inflation, waiting too long for RMD planning, and failing to create a true retirement strategy. With over four decades of experience helping retirees prepare for retirement, Drew combines practical education, humor, and real-world perspective to help listeners avoid costly financial mistakes and improve confidence heading into retirement. Whether you are already retired or preparing to retire soon, this episode provides important insights to help you better navigate today’s retirement landscape.

May 11, 2026Episode 1207 min

The Family Decisions That Can Quietly Destroy Your Retirement

What quietly destroys more retirements than the stock market? Family decisions. In this episode, Drew Stevens discusses the hidden retirement risks most retirees never expect: adult children becoming financially dependent, emotional financial choices, long-term care planning mistakes, healthcare costs, legacy concerns, and family pressures that can slowly erode retirement security. With humor, real-world stories, and over 44 years of financial services experience, Drew explains why retirement planning is about far more than investments. This episode explores: • Retirement and family financial stress • Long-term care and healthcare planning • Emotional retirement decisions • Legacy and estate planning concerns • Adult children and retirement boundaries • Protecting retirement income and assets • Hidden retirement risks most advisors never discuss If you are retired or preparing for retirement, this is a conversation you do not want to miss. Learn more at: Wisdom to Wealth Request your copy of “Retire Wise” for just $1 or schedule a private retirement clarity meeting today.

May 5, 2026Episode 11910 min

Estate Planning Mistakes That Could Cost Your Family Everything

Most people heading into retirement believe they’re prepared. They’ve saved money. Built accounts. Made smart decisions along the way. But here’s the truth: Having money is not the same as having a plan. In this episode, Dr. Drew Stevens breaks down the difference between having a “pile” of assets and having a true retirement strategy. You’ll learn: Why income—not assets—is the foundation of retirement How market risk changes once you stop working The hidden tax risks that can erode your savings Why legacy planning is about more than just documents Through real-world insight and client experience, this episode highlights the most common—and costly—mistakes retirees make and how to avoid them. 📘 FEATURED RESOURCE Get a copy of “Retire Wise: How to Avoid Retirement Obstacles” A practical guide to help you navigate retirement with clarity and confidence. 👉 Visit: WisdomToWealth.com 📅 SCHEDULE A REVIEW If you’re nearing retirement or already there, you can request a complimentary Retirement Roadmap Review to evaluate your income, taxes, risk, and overall strategy. ABOUT THE HOST Dr. Drew Stevens is a seasoned financial professional with over 40 years of experience helping individuals and families plan for and transition into retirement.

May 1, 2026Episode 1187 min

The New Senioring: When Parents Become Teenagers

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. Enjoy the episode? Share it with someone who will say: “That is EXACTLY my parents.” More episodes and insights at: wisdomtowealth.com