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 you’re beyond these and maybe so, but in putting this together even I found some great reminders about the basics. So let this be a reinforcement of what you believe or an opportunity to share it with someone else. Maybe a son, daughter, grandkid or family friend.

Today, we’re talking about wealth, budgets and spending plans.

Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.

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 owed. This is especially important in places like California!

Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.

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 can retire more confidently by heading over to: www.birchwoodcapital.com/writings.

On today's episode, we're talking about what happens to your investments if a brokerage firm like Charles Schwab or Fidelity failed?

Is there something we need to do in case this should happen? What protections are in place to help me not lose my money?

Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.

Today, I share how we currently absorb financial news is detrimental to our long-term strategies. And I offer a better way!

Resources:

JP Morgan: Guide to the Markets

JP Morgan: Long-term Capital Market Assumptions

How to read financial news - Robert Martorana, CFA

If you've done a good job preparing the assets for the family (completed an estate plan), how's it going preparing the family for the assets? We'll discuss a huge unstoppable hurdle that's coming for us all as we age. And we'll lay out 2 easy steps to get started with answering this question.

For more content on how to retire confidently, head over to www.birchwoodcapital.com/writings

If we are going to have a chance at building wealth and making our money last through retirement, then we’d darn well better know what it means to actually be an investor.

How most people define what an investor is could put your retirement in jeopardy. After this episode, you'll know how to be real investors because that’s what will put you in the best position to achieve your retirement goals.

Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.

We discuss an article from the WSJ about tax moves retirees need to consider now before 2026.