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.
Preparing the Family for the Assets
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
May 1, 2022
April 1, 2022
March 1, 2022
February 1, 2022
January 1, 2022
December 1, 2021
November 1, 2021
October 1, 2021
September 1, 2021
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