HeyJaredYour Wealth ReDe$ign
Money has seasons, and so do you. I’m Sue Stevenson, host of Your Wealth ReDesign Podcast. I simplify strategy into the three Wealth Trimesters: Earn, Protect, Grow. Clear steps, zero shame. You’re not behind, you’re in a season. Start Your Wealth Redesign today.
- Indexed episodes, last 90 days
- 17
- Latest publication
- Sep 3, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Walt's Engine (opens the original)
Read excerpt
"Walt Disney didn't build Disneyland on a prayer and traditional bank loans-he built an empire because his cash value never stopped compounding while he borrowed against it." When conventional banks balked at the idea of a magical kingdom, Walt Disney turned to his private reserve: the cash value of his life insurance. Sue Stevenson illustrates how borrowing against your policy rather than from it creates an uninterrupted financial engine. Discover how leveraging institutional capital allows you
Coffee Can Upgrade (opens the original)
Read excerpt
"Sticking money in a metaphorical coffee can because it feels safe isn't a strategy; it's financial nostalgia with an inflation tax."Reframing the iconic Louisiana coffee-can story, Sue Stevenson highlights why people hold on to primitive money habits: they're attached to the control, not the container. This episode breaks down how institutional-grade tools provide the exact same liquidity and peace of mind on your terms-without sacrificing growth, efficiency, or protectionSchedule Wealth Clarit
Unbroken Compound (opens the original)
Read excerpt
"Draining your portfolio to fund major expenses resets your compounding clock back to zero; borrowing against cash value keeps every single dollar earning for you." Whether it’s funding a dream wedding or handling an unexpected curveball, liquidating investments forces you to pay taxes and lose future growth momentum. In this Episode, Sue Stevenson breaks down how collateralized loans against whole life cash value allow capital to work in two places at once. Learn how to maintain uninterrupted c
Blind Spot (opens the original)
Read excerpt
"Having a 20-year-old opinion about a financial tool you've never actually read the contract for isn't expertise, it's just financial gossip." Most people don't lack financial information; they lack clarity because their assumptions sit directly in their blind spot. In this episode of The Personal Economic Model™ , Sue Stevenson addresses the single most misunderstood financial tool in wealth planning: permanent life insurance. Discover why professionals evaluate tools by the specific problems t
Barrier Benefit (opens the original)
Read excerpt
"A high rate of return on money you can't reach without taxes, penalties, or asking a bank officer's permission isn't a benefit-it is a barrier dressed up in a suit." Most people stack savings in 401(k)s, CDs, money market accounts, and home equity assuming they've built a bulletproof financial safety net. In this episode of The Personal Economic Model™, Sue Stevenson systematically scores these four popular accounts against the three reserve fundamentals. Discover why every traditional account
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.