The Real Retirement Podcast

De: Stephen H. Nelson CFA CFP®
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  • Resumen

  • 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
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Economía Finanzas Personales
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Episodios
  • 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 m
  • Tiny Habits to Create Lasting Value

    Tiny Habits to Create Lasting Value
    Mar 1 2025

    In this month's episode, we discuss how we can actually achieve the goals that we want:

    • saving for retirement
    • college
    • wedding
    • building friendships
    • traveling, being a generous person

    Learn more at https://birchwoodcapital.com/writings/
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    12 m
  • I'll Take My Gov't Pension Now With More Social Security, Please

    I'll Take My Gov't Pension Now With More Social Security, Please
    Feb 1 2025

    Today's episode we chat through the Social Security Fairness Act and the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO).

    If you worked in the private and public sector (teacher, police officer, fire fighter), then perk your ears up. This is HUGE!

    Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.
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    9 m
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