Episodios

  • How to Redeem Your Money
    Apr 1 2025

    If you've saved, invested, and achieved some level of wealth through hard work and luck, you might still feel a bit weird for having more money than most.

    How should we deal with this?

    Read more at: https://birchwoodcapital.com/writings/

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    12 m
  • Tiny Habits to Create Lasting Value
    Mar 1 2025

    In this month's episode, we discuss how we can actually achieve the goals that we want:

    • saving for retirement
    • college
    • wedding
    • building friendships
    • traveling, being a generous person

    Learn more at https://birchwoodcapital.com/writings/

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    12 m
  • I'll Take My Gov't Pension Now With More Social Security, Please
    Feb 1 2025

    Today's episode we chat through the Social Security Fairness Act and the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO).

    If you worked in the private and public sector (teacher, police officer, fire fighter), then perk your ears up. This is HUGE!

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

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    9 m
  • When To Do a Roth Conversion vs. a Roth IRA Contribution
    Oct 1 2024

    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 m
  • Back-To-Basics: How to Invest | E5
    Sep 1 2024

    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 m
  • Back-To-Basics: How to Avoid Fee Tragedy | E4
    Aug 1 2024

    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 m
  • Back-to-Basics: Why Money Makes Us Anxious | E3
    Jul 1 2024

    We're continuing our back-to-basics series with this 3rd episode.

    Today, we're talking about Why Money Makes Us Anxious

    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 m
  • Back-to-Basics: Saving | E2
    Jun 1 2024

    We're continuing our back-to-basics series with this second episode.

    Today, we're talking about "savings."

    • Where to do it
    • How much to save
    • How to become a saver
    • And how to knock 7 years off your mortgage

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

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    14 m
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