The Real Retirement Podcast

著者： Stephen H. Nelson CFA CFP®
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  • 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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  • When To Do a Roth Conversion vs. a Roth IRA Contribution

    When To Do a Roth Conversion vs. a Roth IRA Contribution
    2024/10/01

    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 分
  • Back-To-Basics: How to Invest | E5

    Back-To-Basics: How to Invest | E5
    2024/09/01

    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 分
  • Back-To-Basics: How to Avoid Fee Tragedy | E4

    Back-To-Basics: How to Avoid Fee Tragedy | E4
    2024/08/01

    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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    14 分

あらすじ・解説

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
個人ファイナンス 経済学
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