The Real Retirement Podcast Podcast Por Stephen H. Nelson CFA CFP® arte de portada

The Real Retirement Podcast

The Real Retirement Podcast

De: Stephen H. Nelson CFA CFP®
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 What are the real financial strategies retirees need to know to make their retirement successful? Join Stephen H. Nelson, Chartered Financial Analyst (CFA®) charterholder, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and President of Birchwood Capital, as he helps you retire confidently.Birchwood Capital 2023 Economía Finanzas Personales
Episodios
  • How to Get a Deal on a Car

    How to Get a Deal on a Car
    Jun 1 2025

    Most folks need to make car purchases over the course of their retirement.

    If stepping onto a dealer lot makes your palms sweat or you find yourself agreeing to paying big dealer mark-ups, then buckle up because I think I can help you save some money off your next car purchase by knowing a few strategies.

    To learn more, visit: https://birchwoodcapital.com/
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    15 m
  • What a Real Retirement Portfolio Looks Like

    What a Real Retirement Portfolio Looks Like
    May 1 2025

    Today, let me share what a real retirement portfolio looks like. Yes, actually! This is what I use at my firm for my clients.

    Referenced WSJ article: https://www.wsj.com/finance/investing/stock-market-craziness-alternative-funds-7df17b9c

    Learn more about Birchwood: https://birchwoodcapital.com/
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    23 m
  • How to Redeem Your Money

    How to Redeem Your Money
    Apr 1 2025

    If you've saved, invested, and achieved some level of wealth through hard work and luck, you might still feel a bit weird for having more money than most.

    How should we deal with this?

    Read more at: https://birchwoodcapital.com/writings/
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    12 m
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