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Podcast

Podcast

The Real Retirement Podcast

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

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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, CERTIFIED FINANCIAL PLANNER™ professional and President of Birchwood Capital, as he helps you retire confidently.
Investing Part 1: How to Allocate Your Portfolio
by Stephen H. Nelson - Retirement Planner

Part 1 of a mini-series on investing. 

How you allocate your money into asset classes is said to be the most important decision you will make as an investor. I’m here to tell you that is exactly wrong.

We’ll discuss this and how we should be thinking about asset allocation.

Today, we’ll hit on three things:

  1. What asset allocation is
  2. How to do it correctly
  3. How to avoid a large pitfall

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

Investing Part 1: How to Allocate Your Portfolio
Investing Part 1: How to Allocate Your Portfolio
April 1, 2021
Stephen H. Nelson - Retirement Planner
Should I Be Panicked Over Owing Tax From a 2020 RMD Rollover?
March 1, 2021
Stephen H. Nelson - Retirement Planner
How Much Is Your Advisor Costing You?
January 31, 2021
Stephen H. Nelson - Retirement Planner
The Secret to Paying for Large Expenses Tax Efficiently
January 1, 2021
Stephen H. Nelson - Retirement Planner
Three Tax-Saving Strategies From The CAREs Act
December 1, 2020
Stephen H. Nelson - Retirement Planner
Are You A Real Investor?
November 1, 2020
Stephen H. Nelson - Retirement Planner
How Will The Election Affect The Markets?
September 30, 2020
Stephen H. Nelson - Retirement Planner
Intro
September 2, 2020
Stephen Nelson - Retirement Planner
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