The most played episodes among Podcast App listeners.

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   Number 1: Concentrated Stock: How Much is Too Much?

   Holding a winning stock can build tremendous wealth, but when one company becomes too much of your portfolio, it can also create significant risk. In this episode, we break down concentrated stock positions, why investors become emotionally attached to their biggest winners, and what the historical data says about the risks of owning too much of a single company. We discuss diversification, behavioral biases, RSUs and inherited stock, and why even great companies don't stay great forever. If a single stock represents a meaningful portion of your wealth, this episode will help you think more clearly about the tradeoff between future upside and protecting what you've already built. Next episode: How we actually manage concentrated stock positions and which popular strategies we typically avoid. If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com

   August 15, 2026·19min
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   Number 2: (Pt. 2) How to Raise Grounded Kids After a Business Exit [The Son's Perspective]

   If you've built significant wealth, one question probably keeps you up at night: Will my kids grow into capable, grateful adults? In this episode, we hear from the adult son of a successful entrepreneur who grew up after his family experienced a major business sale. He shares what his parents did well, what shaped his character, what he wishes they'd talked about more, and the lessons he's now applying as a father himself. We discuss parenting, money conversations, work ethic, generosity, faith, purpose, and how wealthy families can raise children who flourish—not despite wealth, but because they're intentional with it. If you're a family with significant wealth looking to preserve both your assets and your family values, this conversation is for you. If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com

   July 15, 2026·36min
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   Number 3: Don't Make This Mistake With Charitable Donations & Appreciated Stock

   If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com Think you can write off 100% of your income with charitable donations? Not so fast. In this video, we break down the IRS rules for charitable tax deductions, including the real limits on cash donations, appreciated stock, donor-advised funds, and private foundations. Learn how high-income earners, business owners, and charitably inclined families can maximize tax savings, avoid costly mistakes, and use strategies like donating appreciated stock to reduce both income taxes and capital gains taxes. We also cover the new charitable deduction changes starting in 2026 and walk through real tax software examples to show how the rules actually work.

   May 15, 2026·23min
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   Number 4: What Wealthy Families Do Differently To Raise Financially Responsible Kids

   If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit: https://engagewithbirchwood.com Wondering when and how to talk to your kids about money and wealth? In this video, we break down the best age to start financial conversations, how to teach strong money values, and what wealthy families do differently to raise financially responsible kids. Learn practical strategies to avoid entitlement, build financial literacy, and prepare the next generation for wealth the right way. Get more of your wealth questions answered here: https://birchwoodcapital.com

   April 15, 2026·26min
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   Number 5: Should You Die With Zero?

   If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com In this episode, we break down powerful ideas from Die With Zero by Bill Perkins and challenge the traditional approach to wealth, inheritance, and retirement. Learn why waiting until your kids are 60 may not make sense, how to maximize life experiences, and how to use your money more intentionally while you're still alive. If you're a high-income saver or retiree thinking about legacy planning, this conversation will change how you view money, time, and family impact.

   April 01, 2026·17min
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