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...
Aug 1, 2021
Have you ever wondered what happens to your retirement account once you retire? On today's episode, we'll discuss this along with how you can avoid unnecessary penalties and not get killed in taxes.
For more content on how to retire confidently head over to: www.birchwoodcapital.com/writings.