Mr. Stillman’s Opus

Financial and retirement guidance from John Stillman, founder of Rosewood Wealth Management

4 Rules for 401k Rollovers

February 27th, 2018

First, try to say this episode title three times fast. Next, take a listen and learn what you need to know about rolling over your 401k.

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Roth Conversions

January 30th, 2018

Is a Roth conversion a logical move for you to make or not? John breaks down the pros and cons of converting money to Roth in various situations.

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RMDs: The Basics

January 16th, 2018

Most people are aware that they're required to start withdrawing money from their retirement accounts at some point. Some people even know that the magic age for this is 70 1/2. But very few people have appropriately factored this into their retirement income plan.

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8 Travel Mistakes Retirees Should Avoid

January 2nd, 2018

For most retirees, travel is a big part of life. John is joined by travel consultant Kristin Staley to go over the eight common travel mistakes you should avoid!

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Fake News!

September 7th, 2017

We hear a lot about fake news in the political realm these days, but what about fake news in the financial world?

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Dangerous Minds

August 21st, 2017

Complacency, Overconfidence, Fear, Cynicism, and Despair. How do these five dangerous mindsets manifest themselves in the financial planning process and how can you be sure you're not harboring any of these in your own head?

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Mirror, Mirror on the Wall…

August 8th, 2017

Have you ever noticed that you look completely different in the bedroom mirror than you do in the bathroom mirror? In the same way, your portfolio can look completely different depending on how closely you look at certain things...

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7 Deadly Sins & Retirement Planning

July 19th, 2017

Pride, Envy, Wrath, Sloth, Greed, Gluttony, and Lust. How do these seven deadly sins manifest themselves in your retirement planning, and how can you be sure you're not guilty?

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Silver and Gold, Silver and Gold, Everyone Wishes for Silver and Gold…

June 21st, 2017

John is joined by Richard Pucciarelli, founder of Carolina Retirement Resources, to discuss the merits of precious metals as part of your portfolio.

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Another Dot Com Crash?

June 6th, 2017

A staggering percentage of this year's growth in the S&P 500 can be attributed to just a handful of companies--Facebook, Google, Apple, Amazon, and Microsoft. Is this a sign of another impending dot com crash? Brian Evans, founder of Madrona Financial Services, joins John to discuss.

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