Today, we discuss the main issues you need to have nailed down before you retire.

• Cash Flow
• Healthcare
• Investment issues
• Tax issues
• Long-term planning issue 

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

On today's episode, we're talking about what happens to your investments if a brokerage firm like Charles Schwab or Fidelity failed?

Is there something we need to do in case this should happen? What protections are in place to help me not lose my money?

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

Today, I share how we currently absorb financial news is detrimental to our long-term strategies. And I offer a better way!

Resources:

JP Morgan: Guide to the Markets

JP Morgan: Long-term Capital Market Assumptions

How to read financial news - Robert Martorana, CFA

If you've done a good job preparing the assets for the family (completed an estate plan), how's it going preparing the family for the assets? We'll discuss a huge unstoppable hurdle that's coming for us all as we age. And we'll lay out 2 easy steps to get started with answering this question.

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

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 that’s what will put you in the best position to achieve your retirement goals.

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

We discuss an article from the WSJ about tax moves retirees need to consider now before 2026.

Today we'll be discussing the differences between owning individual bonds or a bond fund. Is one better than the other?

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. 

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

On this episode, I share how I structure my client and guest meetings. If you've never worked with an advisor before, this might alleviate some hesitation due to wondering what actually takes place in a meeting.