I'll Take My Gov't Pension Now With More Social Security, Please
Release Date: 02/01/2025
The Secrets of the Wealthy (Here's How They Actually Invest)
The Real Retirement Podcast
We're excited to share for the first time our unabridged list of wealth-building secrets that today's elite refuse to share with the public. How do ultra-high net worth folks ($25MM+) actually invest their money? Just because you have the money, does it mean that you should invest in esoteric or complex strategies? Watch episodes on ! Check out more writings at:
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2026 Anti-Outlook
The Real Retirement Podcast
Our thoughts concerning the markets and investing for 2026. Thanks for listening! To learn more, visit: https://birchwoodfamilyoffice.com/
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Don't Do These 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.
info_outlineToday'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.