Birchwood Capital

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Carlsbad, CA
Birchwood Capital

Flat-Fee | Fiduciary | Dedicated financial planning to pre-retirees & retirees

10/02/2023

Here's where to put your money to maximize retirement savings.

In grade school math class we were taught PEMDAS (or Please Excuse My Dear Aunt Sally) as the order of operations on how to attack a math problem. By handling the parenthesis’ and exponents first, you could then tackle multiplication/division and then do any adding and subtracting. Voila! Right an...

02/02/2022

Earning interest on safe investments is hard to come by these days. Today's episode covers Series I Savings Bonds sold directly by the US Treasury and why these are important now.

‎Show The Real Retirement Podcast, Ep Your Guide to I-Bonds - Jan 31, 2022

01/03/2022

“My investments don’t seem to be doing anything. Every time I look at a statement or check my balances online, they look stagnant. Something should be changed”

Have you ever thought that?

Today I want to share with you 3 things to help fix your investments.

‎Show The Real Retirement Podcast, Ep How To Fix Your Investments When They Aren't Working - Dec 31, 2021

07/21/2021

Investing Part 1: How to Allocate Your Portfolio

How you allocate your money into asset classes is said to be the most important decision you will make as an investor. I'm here to tell you that is exactly wrong.

‎Show The Real Retirement Podcast, Ep Investing Part 1: How to Allocate Your Portfolio - Mar 31, 2021

02/17/2021

Pre-Retirees, we get questions about when to take Social Security and if you should delay to earn a higher benefit.

But should you delay if it means withdrawing money from your IRA to "bridge" the gap?

If you’re evaluating when you take Social Security you might be asking yourself this: By waiting to take Social Security, I’ll get a larger benefit. But while I’m waiting, I’ll have to withdraw more from my retirement savings, which means I’ll miss out on the investment gains those larger ...

02/09/2021

Did you know you could lose over 20% of your earnings to fees? How much is your advisor costing you?

‎Show The Real Retirement Podcast, Ep How Much Is Your Advisor Costing You? - Jan 31, 2021

02/02/2021

https://birchwoodcapital.com/4q-2020-market-overview/

Where do I begin other than saying welcome to 2021! For all the craziness that was 2020, the markets as a whole posted some incredible numbers considering the circumstances. U.S. stocks had a solid last quarter pushing the annual return over double digits for the year. At year end, the annual return...

01/20/2021

https://birchwoodcapital.com/how-to-find-your-what-in-retirement/

When you retire, you move from a state of “have” to do something, as in “have to go to work” to a state of “getting” to do something, as in you can now focus your time and attention on activities that you enjoy (You could argue that this frame of mind is what we should...

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2385 Camino Vida Roble
Carlsbad, CA
92011

Website

https://birchwoodcapital.com/

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