『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®
無料で聴く

【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり
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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  • 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
  • Have a Huge Capital Gain? Here's What We'd Do

    Have a Huge Capital Gain? Here's What We'd Do
    2026/09/01

    How should you manage a large capital gain and minimize the taxes you pay?

    In this episode, we break down how we think about direct indexing, tax-loss harvesting, concentrated stock, exchange funds, 351 exchanges, long/short strategies, and Qualified Opportunity Zones. We explain why long-only direct indexing can be compelling for high-tax investors—and why some sophisticated tax strategies may not be worth the added fees, illiquidity, complexity, and investment risk.

    If you have significant capital gains or concentrated stock, this episode provides a framework for evaluating tax strategies based on what ultimately matters: long-term wealth creation after taxes and fees.

    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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    20 分
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