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The Real Retirement Podcast

Jan 1, 2022

“My investments don’t seem to be doing anything. Every time I look at a statement or check my balances online, they look stagnant. Something should be changed”

Have you ever thought that?

Today I want to share with you 3 things to help fix your investments.

 

For more content on how to retire confidently, head...


Dec 1, 2021

Roughly $61 trillion will go to heirs between 2018 and 2042. On today's episode, I'm going to share with you how you can properly gift your piece correctly by thinking through 3 big questions:

1. Why do I possess what I possess?

2. What should we pass on?

3. How can we give financial capital effectively?

 

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Nov 1, 2021

On today's episode, I speak with estate planning attorney, Sarah Suiter. We discuss what makes up an estate plan, why it's so important, and what most people mess up.

For more content on how to retire confidently, head over to www.birchwoodcapital.com/writings.


Oct 1, 2021

When you have to place a trade, WHEN you do it is very important. But I'm not talking about buying dips or selling at highs. I'm talking about a simple trading tactic to lower your transaction costs.

Today's show discusses how ETF's and mutual funds trade and when to do them to minimize your costs.

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Sep 1, 2021

If you've come into some money from a relative passing, sold a business or investment property, or maybe downsized your home, you might be wondering how to properly invest this pile of cash.

Whatever the case may be, you're sitting on some cash and don't want to make a bad decision and have the market crash as soon...