Best drewstevens Podcasts (2025)

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High-Income, High-Risk: Protecting Wealth for Engineers & Physicians 8:17

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6d ago8:17

8:17

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] s…

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Your Pension, Your Power: Maximizing Federal & Union Retirement Benefits 9:00

6d ago9:00

9:00

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,…

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he Fed Didn’t Cut Rates — Here’s What That Means for Your Retirement 10:15

2M ago10:15

10:15

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, b…

1
Why Does Dr. Drew Do What He Does To Help People 13:25

2M ago13:25

13:25

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 wea…

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Retirement 101 for Educators 7:45

2M ago7:45

7:45

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 t…

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Loss to Leverage - Empowering Women to Reclaim Financial Confidence 10:00

3M ago10:00

10:00

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…

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The 93% Trap: Break Free and Stop Overpaying the IRS 7:28

3M ago7:28

7:28

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 de…

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The Hidden Threat Draining Your Retirement 9:22

3M ago9:22

9:22

In this powerful episode of Wisdom to Wealth, Dr. Drew Stevens tackles one of the biggest financial threats retirees face today: rising healthcare and long-term care costs. From employer-covered healthcare disappearing at retirement to shocking statistics from Fidelity and Genworth, you’ll learn why this expense can quietly drain your nest egg if l…

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Beyond the 529 — Smarter Gifts for the Next Generation 15:15

3M ago15:15

15:15

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 …

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The Retirement Trap: Why Your ‘Safe’ Investment Plan Could Be Your Financial Worst Enemy 14:43

4M ago14:43

14:43

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 conventiona…

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Unanswered Retirement Questions 17:17

4M ago17:17

17:17

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 risk…

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The Tax Time Bomb of 2025: What High Earners & Retirees Must Do NOW 10:03

4M ago10:03

10:03

A tax tidal wave is coming — are you prepared? In this high-stakes episode of Wisdom to Wealth, The Retirement Professor exposes the looming 2025 tax code sunset and what it could mean for your retirement, your business, and your family legacy. From disappearing deductions and vanishing credits to surprise tax hikes for high earners — this isn’t sp…

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The 7 Biggest Estate Planning Myths—and Why You Need a Plan Before You Retire 15:54

5M ago15:54

15:54

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…

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5 Signs You’re Working with a Broker, Not a Fiduciary” 11:15

5M ago11:15

11:15

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…

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Trump’s “Planned” Stock Market Collapse 11:43

5M ago11:43

11:43

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 hi…

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Is Debt a Good Thing to Carry into Retirement? 11:05

6M ago11:05

11:05

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 dang…

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The Retirement Wake-Up Call – Why Your ‘Safe’ Plan Is Riskier Than You Think 12:16

6M ago12:16

12:16

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 h…

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The 5 Retirement Secrets Your Financial Advisor Isn’t Telling You 7:54

6M ago7:54

7:54

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 mi…

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Retirement Rescue: How to Build Income That Lasts (No Matter What the Market Does) 6:11

7M ago6:11

6:11

Are you ready to take control of your retirement income and stop worrying about market volatility? Whether you’re a couple who’s saved for decades or a single woman navigating finances on your own, having a sustainable, predictable retirement income strategy is crucial. Today, I’m breaking down three powerful income tools designed to reduce your ex…

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9 Biggest Retirement Planning Blunders 10:45

7M ago10:45

10:45

Retirement is supposed to be your golden years, not a financial guessing game! But too many retirees are falling into the same traps—losing money, missing benefits, and regretting decisions they can't undo. Today, we’re diving into the 9 biggest retirement planning blunders—and how YOU can avoid them! Buckle up, because this episode might just save…

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Hidden Secrets of Social Security 9:12

7M ago9:12

9:12

Today, we uncover what most financial experts don’t talk about—especially when it comes to Social Security. Today, we’re tackling the real issues threatening Social Security’s future, the hidden tax traps retirees don’t see coming, and three solutions that could actually fix the system for good. You don’t want to miss this!"…

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How To Make Your Retirement Money Last 10:18

7M ago10:18

10:18

In today’s episode, we’ll explore why having a retirement strategy is crucial and introduce you to the Bucket Plan Strategy—a simple, effective way to ensure you have money when you need it, without the stress of market swings or economic downturns." "So, whether you're nearing retirement or helping a loved one prepare, stay tuned because this epis…

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Unlocking the Tax Free Potential of HSAs in Retirement 7:57

7M ago7:57

7:57

Health Savings Accounts (HSAs) are one of the most powerful yet underutilized tools for building wealth in retirement—if you know how to use them right. In this episode, we break down how to supercharge your HSA, maximize tax-free withdrawals, and turn it into a secret weapon for healthcare costs and beyond. Whether you're nearing retirement or jus…

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Drew Stevens On Impact Radio 11:45

1+ y ago11:45

11:45

Drew discusses his strategies to educate retirees making them financially healhier in their retirement strategy.By drewstevens

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Welcome to 'Tax Talks: Navigating Your Financial Future 10:08

1+ y ago10:08

10:08

We delve into the dynamic landscape of retirement planning, exploring the critical issues surrounding the sunset of the Tax Reform Act. Learn how this crucial step not only ensures a safer retirement but also unlocks the potential for a tax-free financial future. #TaxReformAct #TaxStrategy #MarginalTaxRates #RothConversions #RetirementIncome #Finan…

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Five Reasons To Leave Your Financial Advisor 7:02

2y ago7:02

7:02

Unlock financial freedom with our podcast! Discover the pivotal reasons to part ways with your current financial advisor. From stagnant growth to missed opportunities, we delve into compelling insights that empower you to make informed decisions and navigate towards a prosperous and secure financial future. Tune in to transform your wealth journey!…

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Interview with Sarry Ibrahim 18:40

3y ago18:40

18:40

Sarry Ibrahim founded Financial Asset Protection after learning about the Infinite Banking Concept (also known as the Bank On Yourself Concept). He saw this as an opportunity to save retirement accounts, real estate properties, and businesses from market failures and other risks. Sarry believes the number 1 rule to your money is to make sure it liv…

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Interview with Beth Probst 14:39

3y ago14:39

14:39

Welcome my guest Beth Probst founder of Getting to the Core who helps families understand and get through the complexities of collegiate education.By drewstevens

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Inflation Versus Volatility 5:02

3y ago5:02

5:02

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 #per…

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Market volatility, and the recession 6:14

3y ago6:14

6:14

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.By drewstevens

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Why Estate Planning is important 7:43

3y ago7:43

7:43

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/reti…

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The benefits of a Will 5:01

3y ago5:01

5:01

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/retire…

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How to Resolve An Income Gap 4:27

3y ago4:27

4:27

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…

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What To Tackle Financial as a Mid Career Professional 4:45

3y ago4:45

4:45

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 com…

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Retiring In a Volatile Market 5:17

3y ago5:17

5:17

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?By drewstevens

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Pension Plan Pitfalls 4:52

3y ago4:52

4:52

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.By drewstevens

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I’m Too Scared To Retire 3:42

3+ y ago3:42

3:42

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 liveBy drewstevens

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Rebutting The Retirement Fear 7:09

3+ y ago7:09

7:09

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 #retirementincomeBy drewstevens

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Stevens In Second Episode 4 Supply Chain Surplus Circus 2:30

3+ y ago2:30

2:30

By drewstevens

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Wisdom to Wealth Ep 232 Guest Larissa Steffen 20:44

3+ y ago20:44

20:44

My guest Larissa Steffen works with young individuals that struggle with debt and finances. Her experience in Psychology and Behavioral Finance will help dig into the why behind your actions. Why are you spending so much? Why can't you save? Why can't you stop using a credit card? We'll explore it all and give you practical solutions that don't lea…

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Financial Literacy - How to Know When To Buy or Sell 2:49

3+ y ago2:49

2:49

One of the problems with financial literacy is not understanding how to get the right information to make investment decisions. This podcast focuses on the ability to remain in control so that you have the right information for better future planning.By drewstevens

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Life Insurance Is It an Asset? 3:20

3+ y ago3:20

3:20

If you or your clients are concerned about life insurance, do not. Life insurance is as much an asset as other products. As long as cash is available for distribution, life insurance becomes an asset. Life insurance can be leveraged to mitigate risk and can provide multiple strategies for your legacy plan. #retirementplanning #estateplanning #lifei…

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Passive V Active Investing 2:29

3+ y ago2:29

2:29

There are two approaches to investing – passive and active. One requires a real time thorough monitoring system; the other longer-term and less costly. There is no right or wrong, strictly personal approach. This informative seminar offers both approaches so that professionals can help their clients with the best alternatives related to risk. #reti…

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Why You Need To Listen to Your Financial Markets Advice 5:00

3+ y ago5:00

5:00

The media and too many social media advocates voice opinions about what is going on in the financial markets. The only way to know what to do with your money is simply to conduct the best research by yourself. Trusting others that spark rumor is not advice that is just bad judgment. Using your own head to make decisions keeps you more profitable an…

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Stevens in Seconds - Avoiding Stupid Advice and Remaining in the Markets Longer 1:43

3+ y ago1:43

1:43

There are too many individuals with too much poor advice given to you about financial markets. In order to play they game you need to know what to listen to and what to avoid. More importantly, there is both the active trader or the passive. This episode allows you to make the right financial decisions for your future and your needs.…

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Benchmarking Your Business For Growth 4:44

3+ y ago4:44

4:44

A lot of times, we ask clients – what do you want to get out of your business? Whether it’s a sale down the road, family succession, or you just want to grow as fast as you can now, taking an outsider’s viewpoint can help. There are two critical questions we focus on to ensure business owners are optimizing their efforts.…

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Estate Planning for Business Owners 4:42

3+ y ago4:42

4:42

We know that your business will fund your retirement plan, and potentially create a multi-generational family enterprise, but there's one area of risk you shouldn't be taking. That’s your estate plan. And most of the time – it’s not top of mind. Find out why an estate plan is crucial for the business.…

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Why Financial Advisors Matter 2:56

3+ y ago2:56

2:56

Warren Buffet recently dissed on Financial Advisors saying they are bottom feeders. The fact is Financial Advisors serve a dire purpose. There is piss poor financial management conducted in schools so the right method is getting good advice from a professional that can help produce the liquidity and lifestyle you dream of.…

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Episode 221 - Five-Money-Moves-to-Make-in-2022 6:50

3+ y ago6:50

6:50

2022 is here and we’re off and running. Whether it’s working out more, prioritizing self-care, or spending less time on your phone - we’re all getting back to it, setting goals, and figuring out how we’re going to improve in the months ahead.By drewstevens

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Episode 220 - A Guide to 401Ks and IRA’s in a Changed World 4:06

3+ y ago4:06

4:06

If you’ve found yourself worrying more about retirement planning over the last year, you’re not alone. Almost half of Americans are reevaluating their retirement plans. And they’re also concerned about the potential for tax increases over the next several years. In this video, we’re going to cover what you can do to keep as much income as you can i…

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