Mr. Stillman's Opus

Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone.
Here’s some of what you’ll learn on this episode:
Why claiming Social Security at 62 isn’t always the right decision. (1:58)
What’s important to know about spousal benefits on a pension. (4:50)
Reasons for getting life insurance and why you should decide soon. (8:46)
Choosing the appropriate retirement date can keep you from having to go back to work. (12:15)
 
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https://rosewoodwealthmanagement.com/
919-391-3446

How Procrastination Dooms Your Financial Future

People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them.
 
Connect with us: 
https://rosewoodwealthmanagement.com/
919-391-3446

Retirement Rules of Thumb

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.
 
Connect with us: 
https://rosewoodwealthmanagement.com/
919-391-3446

The Case of the Missing Sister

Tim Williams had a little sister, but for 60 years he never knew she existed.

Up in Flames

Gary & Nancy Williford hadn't been living in their new home for very long before the unthinkable happened. This is their story about losing their home to a fire, the aftermath and rebuilding process, and how they've been coping ever since.

Love, Deferred

Jonie & Meme Neddo were a young, interracial couple in rural Tennessee at a time when interracial dating in rural Tennessee wasn't exactly encouraged. This is their story about how they parted ways in 1980 and found their way back to each other more than 25 years later.

Raising Them Alone

Kathy Pittman lost her husband to a brain tumor when her daughters were just 6 and 4. In this episode, she shares her story--dealing with her grief, trying to make ends meet financially, and raising two girls alone.

The Coal Miner's Day in Court

Jay Campbell is a client of Rosewood Wealth Management who--back in 2003--argued a case before the Supreme Court, representing a group of West Virginia coal miners in the case Doe v. Chao. At a time when the Supreme Court is getting lots of attention from lots of folks, Jay shares his behind-the-scenes story of how the Court really works.

Ice Buckets and Ballparks

Larry Falivena is a client of Rosewood Wealth Management who has been battling ALS for the last several years. He joins John Stillman in studio to discuss the disease, the emotional and financial effects on his family, and the nationwide tour of all 30 Major League ballparks that he went on last year in an effort to raise funds and awareness.

The Rules Have Changed: What the SECURE Act Means for You

Almost everyone will feel the some effects from the new SECURE Act. Some more immediately than others, but in the grand scheme almost everyone will be affected. Ron and I will help you tackle the new rules as we discuss the two most important components: the changes in stretch IRAs and the new RMD age. The most important thing to keep in mind is communicating with your family about the changes from an estate planning standpoint. Don’t fret, we’re gonna break it all down for you and help you get started! 
Check out the full show notes for this episode by clicking here.