『Intentional Family Wealth Podcast』のカバーアート

Intentional Family Wealth Podcast

Intentional Family Wealth Podcast

著者： Stephen H. Nelson CFA CFP® & Matthew E. Higbie CFA CFP® TPCP®
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For families with significant wealth, the question shifts from "Will I have enough?" to "How do I steward this well?" Over years of working with affluent families, we've seen recurring concerns: How much should we give our children without harming their motivation or well-being? How do we live with purpose? How can we protect family unity from the challenges wealth can bring? And how do we balance enjoying our resources with giving? Join Stephen Nelson, CFA®, CFP® and Matt Higbie, CFA®, CFP®, TPCP® as they share insights on investing, tax planning, and raising grounded, capable children. This isn't generic advice—it's clarity for those with more at stake.Birchwood Capital 2026 人間関係 個人ファイナンス 子育て 経済学
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  • How To Invest $70 Billion

    How To Invest $70 Billion
    2026/10/15

    What if the best way to invest $70 billion is also one of the simplest?

    Nevada's $70 billion pension fund, managed by Steve Edmundson and a remarkably small investment team, has outperformed many of its peers using a straightforward strategy built around low-cost index funds, Treasury bonds, and disciplined rebalancing.

    In this episode, we explore how Nevada PERS achieves impressive investment returns while avoiding the high fees and complexity of hedge funds, private equity, and alternative investments. We also discuss what wealthy families can learn from this approach, why investment costs and taxes matter, and whether more sophisticated investment strategies actually produce better results.

    The takeaway: More money doesn't have to mean more complexity.

    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
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    17 分
  • What Are You Actually Retiring To? (The Responsibility of Retirement)

    What Are You Actually Retiring To? (The Responsibility of Retirement)
    2026/10/01

    Retirement isn't just about having enough money. It's about deciding what you'll do with the freedom you've worked decades to achieve.

    In this podast, Stephen explores the responsibility of retirement - why financial independence can actually require more intentionality, initiative, and purpose.

    From strengthening family relationships and investing in grandchildren to generosity, faith, and creating meaningful experiences, a successful retirement requires more than a financial plan. It requires a plan for how you'll use your time.
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    10 分
  • This Is How Families Give Generously With Purpose

    This Is How Families Give Generously With Purpose
    2026/09/15

    What does it look like to be truly generous with your wealth?

    Stephen Nelson sits down with Becky Cullum of National Christian Foundation (NCF) to discuss how families can approach generosity with greater clarity, purpose, and joy. They explore the biggest barriers to charitable giving, how to create a family giving strategy, involving children in generosity, and how families can think differently about stewarding wealth.

    Resources:

    Causes and Passions Guide -- https://www.ncfgiving.com/causes-and-passions-guide
    Women Doing Well -- https://womendoingwell.org/the-pathway/
    Generous Family -- https://generousfamily.com/

    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
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    18 分
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