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...

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 40...

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 distr...

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 th...

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:

• Why 70% of retirees will need care—and what that really m...

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 an...

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 y...

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, t...

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 sessio...

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.

Key Topics:

• The shocking 2025 stats on retiree debt
• Why the “mortgage tax deduction” myth doesn’t hold up
• How banks use amorti...

Inflation is the hidden tax that could quietly destroy your retirement dreams. In this episode, Drew — Your Retirement Professor from Wisdom to Wealth — exposes how inflation erodes your purchasing power and why so many retirees underestimate its long-term impact.

You’ll learn how inflation can cost you hundreds of thousands in lost value, how outdated planning assumptions create financial blind spots, and what strategies can prote...

Most retirees believe they’re prepared—until reality hits. Rising inflation, unpredictable markets, and hidden expenses can silently destroy even the best-laid retirement plans. In this powerful episode of Wisdom to Wealth, financial expert Drew [Last Name] reveals the three biggest threats to your financial freedom—and the proactive steps you can take right now to safeguard your lifestyle, your income, and your peace of mind.

You’...

High-Income, High-Risk: Protecting Wealth for Engineers & Physicians

Earning a high income doesn’t mean you’re financially bulletproof. In fact, engineers and physicians often face unique risks — from lawsuits and malpractice claims to concentrated stock positions, tax traps, and burnout.

In this episode of Wisdom to Wealth, Drew [Your Last Name] shares real stories from doctors and engineers who looked strong on paper but face...

If you’ve spent decades serving as a federal employee, union worker, postal carrier, or railway retiree — your pension is more than a paycheck. It’s your power. But without the right strategy, hidden taxes, survivor benefit traps, and costly timing mistakes can erode the retirement you’ve worked so hard to earn.

In this episode of Wisdom to Wealth, Drew [Your Last Name] reveals real stories from federal and union retirees, the pi...

In this powerful episode of Wisdom to Wealth, Drew Stevens breaks down the Fed’s latest decision to hold interest rates steady—and why it matters far more than most headlines suggest. With over $35 trillion in federal debt and inflation still pressuring everyday Americans, this episode explores seven key impacts this decision has on federal debt, bond markets, retirement income, and the future of programs like Social Security and M...

In this deeply personal episode of Wisdom to Wealth, Dr. Drew — The Retirement Professor — opens up about the life hurdles that shaped his mission to serve retirees with integrity, grit, and genuine care. From a childhood marked by family challenges and financial hardship to a record-setting career as a hurdler, Dr. Drew learned early that true wealth is more than money — it’s wisdom, resilience, and the courage to plan for the fut...

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 do...

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, ...

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 Cr...