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...
Dec 1, 2023
We discuss an article from the WSJ about tax moves retirees need to consider now before 2026.
Nov 15, 2023
Today we'll be discussing the differences between owning individual bonds or a bond fund. Is one better than the other?
Nov 1, 2023
Today we'll be discussing gifting.
How much can you gift? Will it be taxable? Will it affect my IRMAA premiums?
To learn more, head on over to birchwoodcapital.com.
Oct 15, 2023
On today's episode, we discuss tax estimates.
Should you pay them? When do you pay them? How much should you pay?
Learn more at birchwoodcapital.com