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.

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.

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.

Back-to-basics serious continues!

Today, it's all about fees. I share a story highlighting the effects of fees on an investment portfolio.

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.