『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®
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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® 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
エピソード
  • Should You Die With Zero?

    Should You Die With Zero?
    2026/04/01

    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 60 may not make sense, how to maximize life experiences, and how to use your money more intentionally while you're still alive. If you're a high-income saver or retiree thinking about legacy planning, this conversation will change how you view money, time, and family impact.
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    17 分
  • How To Give Money To Your Kids (Without Enabling Them)

    How To Give Money To Your Kids (Without Enabling Them)
    2026/03/15

    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 parents and grandparents can financially help their children without hurting their motivation, confidence, or independence.

    We cover smart strategies like helping with a first home down payment, education, weddings, and family vacations, plus the key rules and parameters that make these gifts beneficial instead of enabling.

    We also discuss common mistakes—like funding businesses with no boundaries or giving money that removes the incentive to work. If you're a parent or grandparent who wants to support your kids financially while still raising capable, independent adults, this conversation will give you practical ideas and principles to follow.
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    14 分
  • Why Multi-Millionaire Retirees Often Underperform the Market

    Why Multi-Millionaire Retirees Often Underperform the Market
    2026/03/01

    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. index investing and why even professional fund managers struggle to outperform the S&P 500 over the long run.

    We cover:

    -The shocking statistics from the SPIVA study

    -Behavioral biases that hurt investors (anchoring, overconfidence, gambler's fallacy)

    -Why Wall Street's biggest firms still have an edge

    -The power of market-cap weighting and momentum

    -Why a small percentage of stocks drive most long-term returns

    If you've ever wondered whether stock picking, newsletters, or market timing can truly outperform index funds, this episode will help you understand what the evidence actually says and how to position your portfolio wisely for long-term success.
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    17 分
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