
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 | ||||

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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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.
Stephen’s wisdom, growth mindset, and passion for personal finance has inspired me in my investment philosophies and life. Love learning from him!
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!!!!
Stephen is able to condense difficult financial topics into digestible sessions that consistently result in increased understanding and confidence.
Stephen’s perspective is refreshing. Real truths about real investing.










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