The Real Retirement Podcast

By: Stephen H. Nelson CFA CFP®
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  • Summary

  • 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.
    Birchwood Capital 2023
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Economics Personal Finance
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Episodes
  • I'll Take My Gov't Pension Now With More Social Security, Please

    I'll Take My Gov't Pension Now With More Social Security, Please
    Feb 1 2025

    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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    9 mins
  • When To Do a Roth Conversion vs. a Roth IRA Contribution

    When To Do a Roth Conversion vs. a Roth IRA Contribution
    Oct 1 2024

    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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    11 mins
  • Back-To-Basics: How to Invest | E5

    Back-To-Basics: How to Invest | E5
    Sep 1 2024

    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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    4 mins

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