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The Real Retirement Podcast

Mar 1, 2024

Today, we discuss the main issues you need to have nailed down before you retire.

  • Cash Flow
  • Healthcare
  • Investment issues
  • Tax issues
  • Long-term planning issue 

 

Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.


Feb 1, 2024

On today's episode, we're talking about what happens to your investments if a brokerage firm like Charles Schwab or Fidelity failed?

Is there something we need to do in case this should happen? What protections are in place to help me not lose my money?

 

Be the first to know about how you can retire more confidently by...


Jan 15, 2024

Today, I share how we currently absorb financial news is detrimental to our long-term strategies. And I offer a better way!

 

Resources:

JP Morgan: Guide to the Markets

JP Morgan: Long-term Capital Market Assumptions

How to read financial news - Robert Martorana,...


Jan 1, 2024

If you've done a good job preparing the assets for the family (completed an estate plan), how's it going preparing the family for the assets? We'll discuss a huge unstoppable hurdle that's coming for us all as we age. And we'll lay out 2 easy steps to get started with answering this question.

For more content on how to...


Dec 15, 2023

If we are going to have a chance at building wealth and making our money last through retirement, then we’d darn well better know what it means to actually be an investor.

How most people define what an investor is could put your retirement in jeopardy. After this episode, you'll know how to be real investors because...