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.
What a Real Retirement Portfolio Looks Like
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/
May 1, 2025
April 1, 2025
March 1, 2025
February 1, 2025
October 1, 2024
September 1, 2024
August 1, 2024
July 1, 2024
June 1, 2024
May 1, 2024
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