Episodes
The Real Retirement Podcast
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.
Overrated Tax Strategies
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/
January 1, 2026
June 1, 2025
May 1, 2025
April 1, 2025
March 1, 2025
February 1, 2025
October 1, 2024
September 1, 2024
August 1, 2024
July 1, 2024
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