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The Real Retirement Podcast

The Real Retirement Podcast

By: Stephen H. Nelson CFA CFP®
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 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 Economics Personal Finance
Episodes
  • The Secrets of the Wealthy (Here's How They Actually Invest)

    The Secrets of the Wealthy (Here's How They Actually Invest)
    Jan 31 2026

    We're excited to share for the first time our unabridged list of wealth-building secrets that today's elite refuse to share with the public.

    How do ultra-high net worth folks ($25MM+) actually invest their money?

    Just because you have the money, does it mean that you should invest in esoteric or complex strategies?

    Check out more writings at: https://birchwoodcapital.com/writings/

    Birchwood Family Office
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    23 mins
  • 2026 Anti-Outlook

    2026 Anti-Outlook
    Jan 16 2026

    Our thoughts concerning the markets and investing for 2026.

    Thanks for listening!

    To learn more, visit: https://birchwoodcapital.com/

    https://birchwoodfamilyoffice.com/
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    15 mins
  • Don't Do These Overrated Tax Strategies

    Don't Do These Overrated Tax Strategies
    Jan 1 2026

    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 more, visit: https://birchwoodcapital.com/

    https://birchwoodfamilyoffice.com/
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    16 mins
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