Intentional Family Wealth Podcast
Stephen H. Nelson, CFA, CFP® & Matthew E. Higbie, CFA, CFP®
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Recent Episodes
Should You Die With Zero?
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…
How To Give Money To Your Kids (Without Enabling Them)
Get more of your retirement questions answered here: https://birchwoodcapital.com Giving money to your kids sounds generous—but it can sometimes do more harm than good. Today, we share practical ways…
Why Multi-Millionaire Retirees Often Underperform the Market
Get more of your retirement questions answered here: https://birchwoodcapital.com Why is it so hard to beat the market? 🤔 In this episode, we break down the real data behind active investing vs.…
At What Age Should Your Kids Inherit?
When should your kids inherit money? And more importantly… how do you know they're ready? In this episode, we break down the key factors parents and grandparents should consider before passing down a…
The Secrets of the Wealthy (Here's How They Actually Invest)
Get more of your retirement questions answered here: https://birchwoodcapital.com Are there really "secret" investments only available to the ultra-wealthy? Or is that just great marketing? In this…
ANTI-Outlook for 2026 (Why We're NOT Making a Prediction)
Everyone wants a bold market prediction for 2026 — we're doing the opposite. In this anti-outlook episode, Stephen and Matt explain why price targets, market timing, and "secret strategies" miss the…
Overrated Tax Strategies High Net Worth Folks Should Avoid
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…
How to Get a Deal on a Car
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…
What a Real Retirement Portfolio Looks Like
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: …
How to Redeem Your Money
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…
Tiny Habits to Create Lasting Value
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…
I'll Take My Gov't Pension Now With More Social Security, Please
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…
When To Do a Roth Conversion vs. a Roth IRA Contribution
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…
Back-To-Basics: How to Invest | E5
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:…
Back-To-Basics: How to Avoid Fee Tragedy | E4
Back-to-basics serious continues! Today, it's all about fees. I share a story highlighting the effects of fees on an investment portfolio.
Back-to-Basics: Why Money Makes Us Anxious | E3
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…
Back-to-Basics: Saving | E2
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…
Back-to-Basics: Wealth & Budgeting | E1
Today we're kicking off our back to basics series. Where I'm going through different personal finance topics. Things like: net worth, budgeting, debt, savings, and investing. You might think that…
How To Earn Tax-Free Income
Today we discuss how to earn tax-free income from your bond and money market funds. You may be familiar with Treasury or Municipal bonds, but you might not be getting the tax credit that you are…
What Issues Should I Consider Before I Retire?
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…
Frequently Asked Questions
Intentional Family Wealth Podcast has published 77 episodes since September 2020, covering topics in Business, Investing.
Intentional Family Wealth Podcast is currently highly active with new episodes monthly. Average episode length is 13m.
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