The Real Retirement Podcast

By: Stephen H. Nelson CFA CFP®
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  • Summary

  • 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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Episodes
  • Back-To-Basics: How to Avoid Fee Tragedy | E4

    Back-To-Basics: How to Avoid Fee Tragedy | E4
    Aug 1 2024

    Back-to-basics serious continues!

    Today, it's all about fees. I share a story highlighting the effects of fees on an investment portfolio.
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    14 mins
  • Back-to-Basics: Why Money Makes Us Anxious | E3

    Back-to-Basics: Why Money Makes Us Anxious | E3
    Jul 1 2024

    We're continuing our back-to-basics series with this 3rd episode.

    Today, we're talking about Why Money Makes Us Anxious

    Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.
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    11 mins
  • Back-to-Basics: Saving | E2

    Back-to-Basics: Saving | E2
    Jun 1 2024

    We're continuing our back-to-basics series with this second episode.

    Today, we're talking about "savings."

    • Where to do it
    • How much to save
    • How to become a saver
    • And how to knock 7 years off your mortgage

    Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.
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    14 mins
Economics Personal Finance
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