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Mr. Stillman's Opus

John Stillman•mrstillmansopus.podbean.com
Business
Investing
News
Business News
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

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/

May 15, 2018•9 min•Ep. 28

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-healt...

May 01, 2018•13 min•Ep. 27

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.

Feb 28, 2018•11 min•Ep. 26

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.

Jan 30, 2018•12 min•Ep. 25

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.

Jan 16, 2018•13 min•Ep. 24

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!

Jan 02, 2018•16 min•Ep. 23

Fake News!

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

Sep 07, 2017•12 min•Ep. 22

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?

Aug 21, 2017•13 min•Ep. 21

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...

Aug 08, 2017•12 min•Ep. 20
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