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3Episodes
Category: Business:Investing

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

November 14, 2018

Longevity Risk

We're living longer than ever, and of course, that's a good thing. However, longevity presents its own challenges. John explains.

Click the link for more in-depth reading in a recent blog post: https://mrstillmansopus.com/retirement/longevity-risk/

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October 23, 2018

Retirement On The Gridiron

This time of year, you can find football on TV almost every night of the week. Let's take some concepts from the gridiron and apply them to retirement.

Click the link for more in-depth reading in a recent blog post: https://mrstillmansopus.com/retirement/retirement-gridiron/

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October 9, 2018

Three Tax Tips

On this edition of the podcast, we’ll share with you three tax tips. Specifically, we’ll help you avoid making three crucial tax mistakes.

Click the link for more in-depth reading in a recent blog post: https://mrstillmansopus.com/retirement/three-tax-tips/

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September 25, 2018

Social Security Taxation

There’s a lot of confusion surrounding the taxation of Social Security. Join us as we seek to clear up the confusion on the podcast.

Click the link for more in-depth reading in a recent blog post: https://mrstillmansopus.com/taxes/social-security-taxation/

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September 11, 2018

Famous Last Words

We’ve all said and done things we’ve later come to regret. Don’t let these financial phrases be your famous last words.

Click the link for more in-depth reading in a recent blog post: https://mrstillmansopus.com/investing-behavior/famous-last-words/

 

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August 22, 2018

The Cost Of Long-Term Care

What's the true cost of long term care? Well, that depends on what kind of care you need.

Matt Ayotte and Alan Millikan, founders of Aegis Home Care, came by the studio to talk about different types of care and just how much each one can cost.

Click the link for more in-depth reading in a recent blog post:  https://mrstillmansopus.com/long-term-care/cost-long-term-care/

 

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May 15, 2018

Seven Tips For Traveling

Kristin Staley joins us to share tips for making travel more efficient and pleasant. Take note of these seven tips the next time you travel and you'll make the whole experience better!

Click the link for more in-depth reading in a recent blog post: https://mrstillmansopus.com/travel/seven-tips-traveling/

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May 1, 2018

Misconceptions of Aging & Healthcare

Until you've actually experienced something for yourself, it's hard to know what to expect. And getting older is no different.

Matt Ayotte and Alan Millikan, founders of Aegis Home Care, came by the studio to talk about four common misconceptions they see when it comes to the average person's understanding of the challenges of aging and healthcare planning.

Click the link for more in-depth reading in a recent blog post: https://mrstillmansopus.com/long-term-care/misconceptions-of-aging-and-healthcare/

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February 27, 2018

4 Rules for 401k Rollovers

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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January 30, 2018

Roth Conversions

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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January 16, 2018

RMDs: The Basics

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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January 2, 2018

8 Travel Mistakes Retirees Should Avoid

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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September 7, 2017

Fake News!

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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August 21, 2017

Dangerous Minds

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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August 8, 2017

Mirror, Mirror on the Wall…

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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July 19, 2017

7 Deadly Sins & Retirement Planning

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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June 21, 2017

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

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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June 6, 2017

Another Dot Com Crash?

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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May 24, 2017

Realistic Expectations

How realistic are your expectations when it comes to making plans for your retirement? We’ll give you a clear understanding of the planning process.

Click the link for more in-depth reading in a recent blog post: https://mrstillmansopus.com/retirement-planning/realistic-expectations/

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April 28, 2017

The Folly of the Risk Tolerance Discussion

John explains why the "risk tolerance" discussion about your investments is often a flawed conversation from the very beginning.

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