Overrated Tax Strategies
The Real Retirement Podcast
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://birchwoodfamilyoffice.com/
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How to Get a Deal on a Car
The Real Retirement Podcast
Most folks need to make car purchases over the course of their retirement. If stepping onto a dealer lot makes your palms sweat or you find yourself agreeing to paying big dealer mark-ups, then buckle up because I think I can help you save some money off your next car purchase by knowing a few strategies. To learn more, visit: https://birchwoodcapital.com/
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What a Real Retirement Portfolio Looks Like
The Real Retirement Podcast
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: Learn more about Birchwood: https://birchwoodcapital.com/
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How to Redeem Your Money
The Real Retirement Podcast
If you've saved, invested, and achieved some level of wealth through hard work and luck, you might still feel a bit weird for having more money than most. How should we deal with this? Read more at: https://birchwoodcapital.com/writings/
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Tiny Habits to Create Lasting Value
The Real Retirement Podcast
In this month's episode, we discuss how we can actually achieve the goals that we want: saving for retirement college wedding building friendships traveling, being a generous person Learn more at https://birchwoodcapital.com/writings/
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I'll Take My Gov't Pension Now With More Social Security, Please
The Real Retirement Podcast
Today's episode we chat through the Social Security Fairness Act and the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). If you worked in the private and public sector (teacher, police officer, fire fighter), then perk your ears up. This is HUGE! Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.
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When To Do a Roth Conversion vs. a Roth IRA Contribution
The Real Retirement Podcast
Today we discuss Roth Conversions vs. Roth Contributions. You'll be able to tell the difference between the two and when to implement each one. Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.
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Back-To-Basics: How to Invest | E5
The Real Retirement Podcast
Last episode in our back-to-basics series. Today, it's all about how to invest. Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.
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Back-To-Basics: How to Avoid Fee Tragedy | E4
The Real Retirement Podcast
Back-to-basics serious continues! Today, it's all about fees. I share a story highlighting the effects of fees on an investment portfolio.
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Back-to-Basics: Why Money Makes Us Anxious | E3
The Real Retirement Podcast
We're continuing our back-to-basics series with this 3rd episode. Today, we're talking about Why Money Makes Us Anxious Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.
info_outlineToday we’re kicking off our back to basics series. Where I’m going through different personal finance topics. Things like: net worth, budgeting, debt, savings, and investing.
You might think that you’re beyond these and maybe so, but in putting this together even I found some great reminders about the basics. So let this be a reinforcement of what you believe or an opportunity to share it with someone else. Maybe a son, daughter, grandkid or family friend.
Today, we’re talking about wealth, budgets and spending plans.
Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.