Mr. Stillman's Opus
Financial and retirement guidance from John Stillman, founder of Rosewood Wealth Management. Serving Durham, Chapel Hill, and the rest of the Triangle. Make sure your finances are designed to deliver you a harmonious retirement.
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Episodes
Tuesday May 01, 2018
Tuesday May 01, 2018
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/
Tuesday Feb 27, 2018
Tuesday Feb 27, 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.
Tuesday Jan 30, 2018
Tuesday Jan 30, 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.
Tuesday Jan 16, 2018
Tuesday Jan 16, 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.
Tuesday Jan 02, 2018
Tuesday Jan 02, 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!
Thursday Sep 07, 2017
Thursday Sep 07, 2017
We hear a lot about fake news in the political realm these days, but what about fake news in the financial world?
Monday Aug 21, 2017
Monday Aug 21, 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?
Tuesday Aug 08, 2017
Tuesday Aug 08, 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...
Wednesday Jul 19, 2017
Wednesday Jul 19, 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?
Wednesday Jun 21, 2017
Wednesday Jun 21, 2017
John is joined by Richard Pucciarelli, founder of Carolina Retirement Resources, to discuss the merits of precious metals as part of your portfolio.