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

2025-06-14

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 reti...

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.

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