Couverture de The Real Retirement Podcast

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 Economie Finances privées
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    Épisodes
    • 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 min
    • 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 min
    • 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 min

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