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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: 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 second 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
  • Back-to-Basics: Wealth & Budgeting | E1

    Back-to-Basics: Wealth & Budgeting | E1
    May 1 2024

    Today we’re kicking off our back to basics series. Where I’m going through different personal finance topics. Things like: net worth, budgeting, debt, savings, and investing.

    You might think that you’re beyond these and maybe so, but in putting this together even I found some great reminders about the basics. So let this be a reinforcement of what you believe or an opportunity to share it with someone else. Maybe a son, daughter, grandkid or family friend.

    Today, we’re talking about wealth, budgets and spending plans.

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