Business Acceleration

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.

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 #TrumpMarketCollapse #RetirementPlanning #FiduciaryAdvice #WallStreetInsights #InvestmentStrategy #MarketVolatility #FinancialFreedom #EconomicTruths #SmartMoneyMoves #PodcastForRetirees #ProtectYourWealth #FinancialLiteracy #WealthPreservation

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.   #WisdomToWealth #DebtFreeRetirement #RetirementPlanning #SmartMoneyMoves #FinancialFreedom

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.

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 exposure to market chaos while ensuring you never run out of money. These strategies provide stability, security, and confidence—so you can enjoy retirement without financial stress. If you're tired of feeling uncertain about your future, this episode is for you. Stay with me for the next 10 minutes, and at the end, I'll give you a clear, actionable step to start securing your retirement income today. Don't miss this—your financial future depends on it! #RetirementIncome #WealthProtection #FinancialFreedom #SecureYourFuture

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 your financial future!" "Retirement planning isn't just about saving money; it's about making smart decisions with that money. Unfortunately, I've seen way too many retirees make mistakes that cost them comfort, security, and even peace of mind. So, let's break down the 9 biggest retirement planning blunders and how you can sidestep them."

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!"

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 episode is packed with practical advice you can use today!

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 just getting started, we'll show you how to unlock the full potential of your HSA.

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

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 #FinancialPlanning #TaxEfficiency 

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!

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 lives somewhere safe and accessible. As Sarry states when working with clients “it is never an either/or situation, it is a both/and situation. 

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

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 

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.

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 

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

  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

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?  

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?

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.

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

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

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 leave you feeling restricted. This is an episode you cannot miss.

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.

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 #lifeinsurance #terminsurance  

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. #retirementplanning #investing

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 and less stressful.  #financialreseach #marketvolatility #retirement #estateplanning  

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. 

  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.  

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. 

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. 

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.  

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 in your pocket, whether you're working or retired.

As things normalize, people are getting future plans back on track and for many that means starting your own business.   There were 4.3 million businesses that filed paperwork last year, so if you've always wanted to be independent, you're in good company. Here are tips on how to start.

Pre-retirement planning is one of the most challenging stages of the financial journey. Retirement means you'll be making choices:   Where you want to live What your retired life will look like How you'll plan your days We discuss the best methods to achieve success.

A recent study of small business owners conducted by Intuit uncovered surprising results. The study found that 40% of small business owners consider themselves to be financially illiterate. At the same time, 81% of them are doing their business' finances themselves. Without understanding the numbers required to operate and sustain a business it is doomed for business failure. Take a listen to the tips needed to make you successful. 

The recent pandemic and inflation has created a disproportionate way of working sales. Many selling professionals are using a "take it or leave it" tactic when speaking with prospective buyers. This not only turns people away the current opportunity but it also ruins any future business. There is a reason why so many in sales struggle - they lack the crucial methods that build long term customer relationships. Learn why building relationships is so crucial to selling. 

We all get down on ourselves. It becomes very easy to beat ourselves up over not reaching goals, failure, slow accomplishments etc. However, we all need to look in the mirror, review what God created and realize that we must not be a victim but a victor to lead the life we desire. Listen on how you can be the person you desire to be. 

There is a difference between being tactical and being strategic. The purpose of the business is a customer and without understanding how you are attracting and retaining them severely impacts your business. Found out tips and techniques for customer acquisition success. 

In this episode drewstevens helps you to understand the importance numbers you need to have so that you have a sustainable business and lead profitable and wealthy organization.

  If you are concerned about your investments given recent stock and bond market volatility then take a few moments to listen to this fascinating and enlightening information to help you place or move your investments into a worthy and underutilized investment vehicle.   

When expanding business there are several choices such as debt and equity. Many believe debt is a good method for expansion while others view it as the devil. Many others believe that equity is great for expansion. Listen to Dr. Drew explore the Dark Side of equity place things into proper perspective and allow you to decide what is best for your business. 

Many of the books and mentors never teach you the "dark side of business building." There are four areas that require your focus so that you can overcome odds and instantly create the business and profession of your dreams. In this episode I help you explore 4 "hidden areas" provide immediate change so that you propel your business into the dreams of your heart. I cannot wait to hear of your changes!!!! 

Customer Service today is the pinnacle of creating the value and trust needed for your business platform. When you do not take care of customers you do not take care of your business. There is a tip that can provide you the power needed to accelerate your business to the next level. 

We hear the word no as children and it becomes ingrained in us. Yes, we hate the term, as children, as adults as customers. Yet, No is not used often enough in business. In fact, it is crucial to use no to operate an efficient and cost-effective business. Learn how Drew Stevens gets you to use NO to increase profits, value and long term business success. Learn how NO will accelerate your business.