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

EPISODE · Jun 14, 2025 · 14 MIN

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

from Wisdom to Wealth · host drewstevens

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 conventional advice only to face devastating financial stress later in life. This episode is especially vital for single women over 65, who often face longer retirements and greater financial risk. Learn how to move from blind growth strategies to smart, sustainable income planning with tax efficiency, risk management, and guaranteed income sources. This episode could transform your retirement. 📅 And don’t forget to register for our free Social Security & Tax Seminars on July 15 and 17 at St. Charles Community College. Limited seats! 🎙️ Hosted by Dr. Drew Stevens – Fiduciary. Author. Retirement Advocate.

Episode metadata supplied by the publisher feed · Published Jun 14, 2025

Embed this episode

Ready to play

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

0:00 14:43

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Wisdom to Wealth?

This episode is 14 minutes long.

When was this Wisdom to Wealth episode published?

This episode was published on June 14, 2025.

Can I download this Wisdom to Wealth episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!