Drew Stevens, PhD · Retirement Decision Strategist

Helping pre-retirees retire with greater confidence through better financial decisions.

Educational. Not promotional. Every presentation is 100% educational, unbiased, and designed to provide real value to your members, employees, or clients.

See what your audience will experience

Try it yourself

Two questions your audience is sure they already know.

You will probably get both wrong. So will they. The difference is they are the ones signing the paperwork.

Question 1 of 2

Wait from 62 to 70 to claim Social Security. How much bigger is the monthly check?

Claim at 62 and you lock in roughly 70% of your full benefit. Wait until 70 and you get roughly 124%. That is about 77% more every month, for life, for doing nothing but waiting. Most people guess 25%, file at 62, and never learn what it cost.

A retired couple's income goes up by one dollar. What happens to their Medicare bill?

Medicare premiums are not a ramp. They are a staircase. Cross a bracket by one dollar and you pay the whole next step. Drag it and watch.

Household income

$200,000

Their Medicare bill, per year

$4,440

Drag the circle

$150,000$450,000

Under the first bracket. This is what Medicare costs a couple when nobody has crossed a line yet.

Illustrative only, based on 2025 published Medicare figures for a married couple filing jointly, both enrolled. Not advice. Their bracket is set by a tax return from two years ago, which is the part that catches almost everyone.

Drew has about twenty more of those

Which room is yours?

Pick one and this page will show you the talk, not a menu.

Your audience walks out able to

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Credential

Drew rebuilds the examples around your audience before he shows up. Same talk, their numbers.

Not quite it? · Drew also customizes programs around Social Security, Medicare, and IRMAA topics.

In the room

This is what it looks like when nobody checks their phone.

"One of the most engaging and practical retirement presentations our members have ever experienced."

CPA Society Program Director

Years serving
families

Individuals
educated

Published
books

Years as
podcast host

Drew Stevens, PhD, is a retirement decision strategist, author of four retirement planning books, and founder of Wisdom to Wealth. With more than forty years serving individuals and families with retirement guidance, Drew has educated over 4,000 people through workshops, seminars, and educational events. He hosts the Wisdom to Wealth Podcast and holds certifications in Social Security planning, IRMAA, and fiduciary guidance. What he actually does is stand in front of people about to make irreversible decisions and make sure they understand them first.

PhD

Doctor of Philosophy

CF2

Certified Financial Fiduciary

CSA

Certified Senior Advisor

NSSA

National Social Security Advisor

IRMAACP

IRMAA Certified Planner

AHIP

Certified

Keep going

See for yourself, or arm your committee.

Two ways to take the next step. Neither one commits you to anything.

Watch Drew with a room

Live seminar with a real audience

Build a one-sheet for your committee

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Drew Stevens, PhD

Retirement Decision Strategist · Author
Founder, Wisdom to Wealth

Prepared for

Recommended program

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Perfect for

Credential

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Educational. Not promotional. 100% unbiased.

40+ years4,000+ educated4 books6+ years podcast host

Wisdom to Wealth · 400 Chesterfield Center Dr, Ste 400, Chesterfield, MO 63017 · (636) 537-7851 · drew.stevens@wisdomtowealth.com · wisdomtowealth.com

Insurance and annuities offered through Drew Stevens, MO Insurance License #3000789840. Educational content only, not financial, legal, or tax advice.

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