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Wisdom to Wealth

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…

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Retirement Scams: 7 Threats That Can Put Your Retirement at Risk

What if one of the biggest threats to your retirement isn't the stock market—but the person trying to convince you that they're protecting your money? Scammers are becoming increasingly sophisticated. They impersonate banks and government agencies, manufacture family emergencies, promote fraudulent investments, steal identities, and increasingly use technology to make their stories frighteningly…

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The Five Decisions That Collide at Retirement: Jack & Diane Thought They Were Ready. Were They?

You’ve spent decades saving for retirement—but what happens when the paycheck stops and you actually have to start living on the money? In this episode of Retire Wise, Dr. Drew Stevens, founder of Wisdom to Wealth and a Retirement Decision Specialist, introduces Jack and Diane, a hypothetical couple who have done seemingly everything right. They’ve saved, invested, accumulated retirement assets,…

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Social Security Spousal Benefits: The 50% Myth That Could Distort Your Retirement Decision

Can your spouse receive their own Social Security benefit and then simply add another 50% of yours? It's one of the most common Social Security misconceptions—and misunderstanding the rule could lead couples to build a retirement income plan around benefits they may never receive. In this episode, Drew Stevens, founder of Wisdom to Wealth and a Retirement Decision Specialist, explains how Social…

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When Should You Claim Social Security?

Claiming Social Security is one of the biggest retirement decisions you'll ever make—but it's also one of the most misunderstood. Many people focus only on maximizing their monthly benefit, yet the timing of your claim can affect taxes, Medicare premiums, Roth conversions, investment withdrawals, survivor income, and your overall retirement strategy. In this episode, Drew Stevens, Founder of…

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The Most Expensive Retirement Decision Is Doing Nothing

Many retirees worry about making the wrong investment decision. Surprisingly, the biggest financial mistake may be something much simpler—doing nothing. In this episode, Drew explains how delaying important retirement decisions can trigger a domino effect involving Social Security, taxes, Medicare premiums, retirement income, and long-term financial confidence. You'll discover why waiting is still…

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Retirement Isn't a DIY Project: The Roth Conversion Mistake You Don't See Coming

We've all done it. Need to fix something around the house? Watch a YouTube video. Need to grill the perfect steak? There's a video. Need to build a backyard deck? Thousands of videos. But retirement planning isn't a weekend project. In this episode, Drew Stevens, Retirement Decision Strategist, explores one of the biggest mistakes pre-retirees make—believing that a Roth conversion is simply a tax…

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Half the Year Is Gone: Are You Building Wealth…or Building a Life?

The calendar doesn't lie. Half the year is already behind us. In this episode, Drew Stevens asks a question that has very little to do with your investment portfolio—and everything to do with your future. Drawing from more than four decades of experience helping families prepare for retirement, Drew explores why so many people carefully plan for financial retirement while neglecting to plan for…

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Retirement Isn't About Money—It's About Purpose

Most people spend forty years preparing financially for retirement. Very few prepare for the emotional transition. In this episode of Wisdom to Wealth, Drew Stevens discusses why many retirees struggle after leaving the workforce—not because they lack money, but because they lose the structure, purpose, and identity their careers once provided. Through humor, real-life observations, and practical…

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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…

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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…

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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…

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