Drew is a registered Investment Adviser Representative and has earned the certifications of Certified Retirement Counselor®, Registered Financial Consultant®, licensed insurance agent and notary public for the state of Florida.
Originally from Kentucky, Drew moved to Florida for college and has worked in the financial services industry since graduating from the University of South Florida in 2009 with a bachelor's degree in business administration. He began his career focusing on market research, analysis and financial strategies and gained valuable experience in asset preservation and Retirement Planning.
Drew, along with his wife, Valerie, founded Pearl Wealth Group with a desire to help individuals and families with their retirement and financial dreams. Drew hosts the “Your Financial EKG” weekly podcast and YouTube channel and has created and trademarked his proprietary retirement process called the “Retirement EKG.” Drew has been published in Kiplinger Investment Magazine, featured in Forbes and been a financial guest on Spectrum News.
Drew resides in Tampa with his wife, two daughters, one son and two lovable dogs. Away from the office, he enjoys spending time with his family and taking them to the many beaches in the Tampa Bay area. Drew is also a huge fan of baseball and the Kentucky Wildcats.
Recent Content
Can I Retire at 60 with 800k? (Spend more Money!)Can I Retire at 60 with 800k? (Spend more money!)**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our…
Can I Retire at 60 w…
Can I Retire at 60 with 800k? (Spend more money!)Can I Retire at 60 with 800k? (Spend more money!)**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Thinking about retiring at 60 with $800,000? You might be surprised at how much you can spend in retirement! In this retirement video, we'll dive into the details of creating a sustainable retirement plan that allows you to enjoy your retirement years without worrying about money.❌ **Please make sure you talk with your CPA…
Retire with LESS than 100k (You Can DO IT)**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/disc…
Retire with LESS tha…
Retire with LESS than 100k (You Can DO IT)**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Early Retirement, Simplified.Thinking about retiring early, but worried you don’t have a million-dollar nest egg? Good news: You don’t need a fortune to retire!❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educat…
What are the RULES for Inherited IRAs?**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discover…
What are the RULES f…
What are the RULES for Inherited IRAs?**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Inherited an IRA? Not sure what to do next? Understanding the rules of inherited IRAs is crucial to making informed decisions about your finances.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. Non…
Should I Use My Investments OR Social Security FIRST For Retirement Income?**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://c…
Should I Use My Inve…
Should I Use My Investments OR Social Security FIRST For Retirement Income?**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Wondering how to maximize your retirement income? This Retirement video breaks down the pros and cons of tapping into your Retirement investments or Social Security benefits first. Learn about the potential tax implications, the impact on your overall Retirement strategy, and how to make the best decision for your unique Retirement situation.❌ **P…
Can I Retire If Social Security Goes Bankrupt?!? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgrou…
Can I Retire If Soci…
Can I Retire If Social Security Goes Bankrupt?!? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **In this video, we will discuss the possibility of Social Security going bankrupt and what that could mean for your retirement plans. We will also explore some alternative retirement strategies that you can consider if Social Security is no longer available.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representativ…
I Need 45k in Retirement Income, How Much Do I Need Saved?**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearl…
I Need 45k in Retire…
I Need 45k in Retirement Income, How Much Do I Need Saved?**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Wondering how much you need to retire comfortably with a $45,000 annual retirement income? This retirement video breaks down the essential steps to calculate your retirement savings goal. We'll explore factors like inflation, retirement investment returns, and Social Security benefits to help you plan for a secure financial future. Whether you're a young adult just st…
Retire at 55 with 401k or IRA (NO 10% PENALTY!) **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgro…
Retire at 55 with 40…
Retire at 55 with 401k or IRA (NO 10% PENALTY!) **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Is retiring early a dream that's just out of reach? Not necessarily! In this Retirement video, we'll explore how you can potentially retire at 55 without facing the 10% early withdrawal penalty on your 401k or IRA.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from t…
You Can't Retire!**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Is the idea…
You Can't Retire!*…
You Can't Retire!**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Is the idea of retirement a distant dream or a looming Anxiety? In this retirement video, we challenge the conventional notion of retirement and explore alternative paths to a fulfilling and meaningful life & retirement.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All video…
2 Strategies to retire with $1,000,000 in Retirement Savings**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pea…
2 Strategies to reti…
2 Strategies to retire with $1,000,000 in Retirement Savings**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Dreaming of retiring with a million dollars in your pocket? Discover two effective retirement strategies to make your retirement dreams a reality.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educatio…
Retire at 55 with $1 Million? When to Claim Social Security Benefits**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly…
Retire at 55 with $1…
Retire at 55 with $1 Million? When to Claim Social Security Benefits**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Thinking about early retirement? Wondering if $1 million is enough to live comfortably in retirement? Join us as we dive deep into the financial and retirement strategies and considerations for retiring at 55 with a million-dollar nest egg.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representa…
The -20% Roth IRA Conversion Mistake To Avoid!**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/…
The -20% Roth IRA Co…
The -20% Roth IRA Conversion Mistake To Avoid!**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Ever considered converting traditional IRA funds to a Roth IRA? It's a popular strategy for tax-free retirement income. But there's a common mistake that can cost you a significant chunk of your savings. In this video, we'll break down the -20% Roth IRA conversion mistake and show you how to avoid it. Learn the best times to convert, the tax implications, and how to maximize your…
**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Ever wondered how much people …
**Schedule your virt…
**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Ever wondered how much people typically spend in retirement? Join us as we dive deep into the average retirement spending habits. We'll explore factors that influence retirement spending, such as location, retirement Lifestyle, and retirement healthcare costs. Discover the retirement strategies retirees use to manage their retirement investments and ensure a comfortable retirement.❌ **Please make sure you talk with your C…
Social Security Is RUNNING Out of Money! What to do NOW to Prepare!!**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly…
Social Security Is R…
Social Security Is RUNNING Out of Money! What to do NOW to Prepare!!**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Are you worried about Social Security running out of funds? In this urgent retirement video, we’ll dive deep into the current state of Social Security and explore the potential consequences of its impending insolvency on your retirement savings. Don't miss out on this crucial information! ❌ **Please make sure you talk with your CPA, Financial Advisor, Re…
Should You Draw Your 401k to DELAY Social Security?**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthg…
Should You Draw Your…
Should You Draw Your 401k to DELAY Social Security?**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Wondering if it's a smart financial move to delay taking Social Security and use your 401k instead? In this retirement video, we'll dive into the pros and cons of this retirement strategy. We'll discuss factors like your age, expected lifespan, and retirement goals to help you make an informed decision.❌ **Please make sure you talk with your CPA, Financial Advisor, Retir…
3 Important Considerations BEFORE You Retire**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/di…
3 Important Consider…
3 Important Considerations BEFORE You Retire**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Thinking about retirement? Don't make costly retirement errors! Learn about the biggest retirement mistakes people make and how to avoid them. Discover essential financial & retirement knowledge, retirement planning tips, and retirement strategies for a secure and fulfilling retirement.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or I…
**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Thinking retirement on a budge…
**Schedule your virt…
**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Thinking retirement on a budget?You're not alone! Discover surprising retirement strategies to make $100,000 last a retirement lifetime.From frugal living hacks to smart retirement investments, we'll show you how to achieve your retirement dreams without breaking the bank.Don't miss this life-changing retirement advice!❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investme…
4 Easy Steps to Start Planning For Retirement**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/d…
4 Easy Steps to Star…
4 Easy Steps to Start Planning For Retirement**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Dreaming of a comfortable retirement? Start retirement planning today! This retirement video guides you through simple steps to secure your retirement future. Learn how to estimate your retirement needs, create a retirement savings plan, explore retirement investment options, and stay on track. Take control of your retirement destiny with these easy-to-follow tips.❌ **Please …
**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Are you tired of dreaming abou…
**Schedule your virt…
**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Are you tired of dreaming about retirement? Sick of living paycheck to paycheck? You're not alone! Discover the shocking truth about why most people never achieve financial freedom or retirement. In this eye-opening retirement video, we'll expose the common money mistakes that are sabotaging your retirement goals.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Repr…