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Hosted by Stephen H. Nelson, CFA, CFP® · 🇺🇸 US · EN · 70 episodes
Established thought leaders with verified media credentials.
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.
Stephen H. Nelson, CFA, CFP® hosts The Real Retirement Podcast, a business show with 70 episodes published.
Holding a winning stock can build tremendous wealth, but when one company becomes too much of your portfolio, it can also create significant risk. In this episode, we break down concentrated stock positions, why investor
If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com After interviewing both a successful entrepreneur and his adult son
If you've built significant wealth, one question probably keeps you up at night: Will my kids grow into capable, grateful adults? In this episode, we hear from the adult son of a successful entrepreneur who grew up after
What happens when a family experiences significant wealth—but the children still grow up grounded, generous, and motivated? In this conversation, entrepreneur Steve R. shares how he and his wife navigated parenting throu
What happens to great fortunes over generations—and why do so few billionaire families stay wealthy? In this episode, former Long-Term Capital Management co-founder Victor Haghani shares lessons from his book The Missing
If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com Should inherited wealth stay separate in marriage? In this video, w
If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com Think you can write off 100% of your income with charitable donatio
If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit: https://engagewithbirchwood.com What is a GRAT (Grantor Retained Annuity Trust) and how do the wea
If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit: https://engagewithbirchwood.com Wondering when and how to talk to your kids about money and wealth
If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com In this episode, we break down powerful ideas from Die With Zero by
If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com Giving money to your kids sounds generous—but it can sometimes do m
Get more of your answered here: https://birchwoodcapital.com Why is it so hard to beat the market? 🤔 In this episode, we break down the real data behind active investing vs. index investing and why even professional fun
When should your kids inherit money? And more importantly… how do you know they're ready? In this episode, we break down the key factors parents and grandparents should consider before passing down a substantial inherita
Get more of your family wealth answered here: https://birchwoodcapital.com Are there really "secret" investments only available to the ultra-wealthy? Or is that just great marketing? In this episode, we break down how ul
Everyone wants a bold market prediction for 2026 — we're doing the opposite. In this anti-outlook episode, Stephen and Matt explain why price targets, market timing, and "secret strategies" miss the point of successful l
Are popular tax strategies actually helping you—or just adding complexity? In this episode, Stephen Nelson and Matt Higbie break down some of the most overhyped tax strategies high-income investors hear about—like direct
Today marks the closing of a chapter for this next season of my life and just wanted to push out a quick episode of thanks to you!
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
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-alternati
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://birchwoodcapi
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The Real Retirement Podcast is hosted by Stephen H. Nelson, CFA, CFP®. The show is categorised under business (investing) and has published 70 episodes.
The Real Retirement Podcast has published 70 episodes.
The Real Retirement Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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