The Real Retirement Podcast
Stephen H. Nelson, CFA, CFP®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.
| Publishes | Twice monthly | Episodes | 75 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
Listen to this Podcast
Latest Episodes
Get more of your retirement questions answered here: 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 fund man... more
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 inheritance. Instead of focusing on ... more
Get more of your retirement questions answered here: 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 ultra high net worth ... more
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 long-term investing. Instead,... more
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Reviews
- Practical
Very sound, cogent and practical advice on money management. There’s
Not one episode that I don’t get something to apply in being a good steward.
Apple Podcasts5Steve Dono
United Statesa year ago - 5 stars!
Stephen’s wisdom, growth mindset, and passion for personal finance has inspired me in my investment philosophies and life. Love learning from him!
Apple Podcasts5Counting in SpanishUnited States3 years ago - Amazing resource!!
This podcast is an amazing resource for anyone looking to make wise and informed decisions regarding finances. Stephen explains complex concepts in a way that even a beginner can understand and gives great next steps. It is engaging and informative—I have learned so much from this podcast! Highly recommend!!!!
Apple Podcasts5R TartreUnited States3 years ago - Real applicable insights
Stephen is able to condense difficult financial topics into digestible sessions that consistently result in increased understanding and confidence.
Apple Podcasts5alayton09United States5 years ago - Refreshing
Stephen’s perspective is refreshing. Real truths about real investing.
Apple Podcasts5m2nelliesUnited States5 years ago
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Which podcasts are similar to The Real Retirement Podcast?
These podcasts share a similar audience with The Real Retirement Podcast:
1. Retirement Starts Today
2. Your Money, Your Wealth
3. The Retirement and IRA Show
4. The Long View
5. Barron's Streetwise
How many episodes of The Real Retirement Podcast are there?
The Real Retirement Podcast launched 6 years ago and published 75 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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