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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
  • 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
  • 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 mins
  • 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 mins

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