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 | Monthly | Episodes | 71 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Categories | BusinessInvesting | ||||
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Hey friends,
We're back! After pushing pause for 6 months, we are back and better than ever. I have my colleague, Matt Higbie, CFA, CFP joining us. Today's episode touches on tax strategies that are overrated.
Thanks for listening!
To learn mor... more
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 I can help you save some mon... more
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: www.wsj.com/finance/investing/stock-market-craziness-alternative-funds-7df17b9c
Learn m... 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 States9 months 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 States2 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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The Real Retirement Podcast launched 5 years ago and published 71 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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