• Skip to main content
  • Skip to footer
  • About
    • Our Fee Structure
    • Team
    • Investment Philosophy
    • Our Difference
    • Our Pledge
    • Institutional
    • Contact Us
  • Our Process
  • Resources
    • Writings
    • Podcast
    • FAQ
    • Client Portal
  • SCHEDULE A CALL

Podcast

Podcast

The Real Retirement Podcast

Join Birchwood Capital President, Stephen Nelson, as he answers your burning questions about retirement.

Listen on your favorite app:

Episodes

The Real Retirement Podcast
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.

Preparing the Family for the Assets
byStephen H. Nelson, CFA, CFP®

If you’ve done a good job preparing the assets for the family (completed an estate plan), how’s it going preparing the family for the assets?

We’ll discuss a huge unstoppable hurdle that’s coming for us all as we age. And we’ll lay out 2 easy steps to get started with answering this question.

For more content on how to retire confidently, head over to www.birchwoodcapital.com/writings

Preparing the Family for the Assets
Preparing the Family for the Assets
May 1, 2022
Stephen H. Nelson, CFA, CFP®
What Is Your Enough?
April 1, 2022
Stephen H. Nelson, CFA, CFP®
Your Guide to Required Minimum Distributions
March 1, 2022
Stephen H. Nelson - Retirement Planner
Your Guide to I-Bonds
February 1, 2022
Stephen H. Nelson - Retirement Planner
How To Fix Your Investments When They Aren't Working
January 1, 2022
Stephen H. Nelson - Retirement Planner
How to Give Money to Your Heirs
December 1, 2021
Stephen H. Nelson - Retirement Planner
The Do's and Don'ts of Estate Planning with Sarah Suiter
November 1, 2021
Stephen H. Nelson, CFA, CFP®
When is the Best Time to Trade?
October 1, 2021
Stephen H. Nelson - Retirement Planner
How to Invest a Pile of Cash
September 1, 2021
Stephen H. Nelson - Retirement Planner
What Happens to a Retirement Account When You Reach Retirement Age?
August 1, 2021
Stephen H. Nelson - Retirement Planner
Search Results placeholder

Footer

READY?
HAVE MORE QUESTIONS?

Let's set some time to discuss all the ways we can help you retire confidently

Let’s schedule some time

STAY UPDATED

Subscribe to Our Newsletter

  • This field is for validation purposes and should be left unchanged.

2424 Verano Way
Vista, CA 92081

760-230-3893

Copyright 2022 © Birchwood Capital | All rights reserved | Privacy Policy | Disclosures | Terms of Services | Developed by Tinyfrog
STAY UPDATED

Subscribe to the Birchwood Newsletter

  • This field is for validation purposes and should be left unchanged.