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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
  • Overrated Tax Strategies

    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
  • How to Get a Deal on a Car

    How to Get a Deal on a Car
    Jun 1 2025

    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 money off your next car purchase by knowing a few strategies.

    To learn more, visit: https://birchwoodcapital.com/
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    15 mins
  • What a Real Retirement Portfolio Looks Like

    What a Real Retirement Portfolio Looks Like
    May 1 2025

    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: https://www.wsj.com/finance/investing/stock-market-craziness-alternative-funds-7df17b9c

    Learn more about Birchwood: https://birchwoodcapital.com/
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    23 mins
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