We're excited to share for the first time our unabridged list of wealth-building secrets that today's elite refuse to share with the public.

How do ultra-high net worth folks ($25MM+) actually invest their money?

Just because you have the money, does it mean that you should invest in esoteric or complex strategies?

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Check out more writings at: https://birchwoodcapital.com/writings/

Birchwood Family Office

Our thoughts concerning the markets and investing for 2026.

Thanks for listening!

To learn more, visit: https://birchwoodcapital.com/

https://birchwoodfamilyoffice.com/

Are popular tax strategies actually helping you—or just adding complexity? In this episode, Stephen Nelson and Matt Higbie break down some of the most overhyped tax strategies high-income investors hear about—like direct indexing, customized portfolios, and long-short strategies—and explain why they often don't deliver the results promised.

We also share one tax strategy that does work for the right person, combining donor-advised funds and Roth conversions to reduce taxes in a meaningful way. If you're a high-net-worth investor looking for simpler, smarter tax planning, this episode will help you cut through the noise.

To learn more, visit: https://birchwoodcapital.com/

https://birchwoodfamilyoffice.com/

Most folks need to make car purchases over the course of their retirement.

If stepping onto a dealer lot makes your palms sweat or you find yourself agreeing to paying big dealer mark-ups, then buckle up because I think I can help you save some money off your next car purchase by knowing a few strategies.

To learn more, visit: https://birchwoodcapital.com/

Today, let me share what a real retirement portfolio looks like. Yes, actually! This is what I use at my firm for my clients.

Referenced WSJ article: https://www.wsj.com/finance/investing/stock-market-craziness-alternative-funds-7df17b9c

Learn more about Birchwood: https://birchwoodcapital.com/

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/

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/

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.