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Surprising Statistics That Will Change Your Perspective on Retirement: 7 Important Figures Your Financial Advisor Isn’t Telling You

Retirement is supposed to be the golden era of life—but what if the assumptions you’re making are based on outdated or incomplete information? Most financial advisors stick to tried-and-true projections, but the reality of retirement in America today paints a far more sobering picture. Here are 7 surprising statistics that could radically reshape your financial… View Article

The Retirement Professor’s Guide to Financial Planning: Achieving Lifelong Prosperity

Embarking on the journey of retirement should be a time of excitement and comfort, yet for many, it can feel like navigating a sea of financial uncertainty. As The Retirement Professor, my mission is to act as your trusted harbor pilot, guiding you through the complexities of financial planning to ensure lifelong prosperity. By understanding… View Article

The Financial Wake-Up Call No Widow Wants — But Every Woman Needs

When you’ve spent a lifetime building a life with someone — raising a family, sharing dreams, and navigating life’s highs and lows — the last thing you want to think about is life without them. Yet, when that day comes, far too many women find themselves facing not only profound emotional grief but also devastating… View Article

Major Tax Changes Are Coming in 2025 — Are You Ready?

As we look ahead to 2025, some of the most significant tax changes in recent history are on the horizon. These proposed reforms could have a substantial impact on your income, deductions, and overall financial strategy — especially if you’re a retiree, high earner, business owner, or someone planning a major purchase or life change…. View Article

The 7 Biggest Estate Planning Myths—and Why You Need a Plan Before You Retire”

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… View Article

Estate Planning: Myths, Must-Knows, and Moves to Make in 2025

When it comes to retirement, most people are focused on the obvious: income, investments, and taxes. But one of the most overlooked—and potentially costly—parts of a retirement strategy is estate planning. Without a clear, legally sound plan in place, your legacy could be left in the hands of courts, creditors, or even the wrong family… View Article

Trump’s “Planned” Stock Market Collapse

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… View Article

Market Volatility Is Not the Enemy — Poor Planning Is

The stock market takes a dip and suddenly every headline screams “Retirees in Danger!” But let’s get something straight: market volatility isn’t your biggest risk in retirement — emotional investing and poor withdrawal strategies are. Markets move. That’s not news. What matters is how you react. Take 2020. The S&P 500 fell more than 30%… View Article

Riding the Waves: What Recent Market Volatility Means for Your Retirement Portfolio

If you’ve been watching the headlines—or even just checking your accounts—you’ve likely noticed some turbulence in the markets lately. From geopolitical tensions to inflation concerns and fluctuating interest rates, recent market volatility has caught the attention of many investors, especially those nearing or already in retirement. The truth is, market ups and downs are nothing… View Article

The Retirement Risk Nobody Talks About — Until It’s Too Late

You’ve done everything right. Saved diligently. Paid off the mortgage. Dreamed of the beach condo and time with grandkids. But there’s a storm many retirees never see coming until it’s too late — and it wipes out everything they’ve worked for. That storm is long-term care. According to the U.S. Department of Health and Human… View Article