show episodes
 
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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Artwork
 
I am a comedian from Durham City, living in Glasgow. These are not comedy stories though, just stories, stories to warm the heart hopefully. They are written in 10 minutes, recorded in 5 and enjoyed in 0. Also, I don't rerecord them so if I stumble (which I frequently do) then its left in. Some are a bit rubbish, some are alright.
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The journey of an American practitioner of Capoeira de Angola. With focus on a personal chronological development through the Art we know as Capoeira. Giving you insight, and a place for the Angoleiros expression and description of the Art that has priceless nouns, verbs, and adjectives no matter what language you speak.
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Welcome to "Fans First: A Sports Podcast," where your voice matters most! Hosted by the legendary Hall of Fame sportscaster Jim Powell, this show puts fans at the heart of the conversation. We believe sports are more than just games—they’re a way of life, a source of passion, and a community that brings people together. That’s why "Fans First" is here to celebrate your insights, opinions, and love for the game like never before. Whether you’re cheering in the stands, shouting at the TV, or d ...
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show series
 
Hall of Fame sportscaster Jim Powell and co-host Tyler Flowers, a former Major League catcher, break down the complexities and excitement of the MLB playoff season. They honor Pete Rose's legacy and debate his Hall of Fame eligibility. Tyler shares insights on playoff matchups, including Cleveland's potential and top teams like the Dodgers and Brav…
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Getting laid off or forced into retirement earlier than expected can be a big blow emotionally and financially, but it’s a life event that many people will have to navigate. If you find yourself in this position of no longer having a job before you were prepared to retire, should you go find another job or can you find a way to retire without it? T…
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Jim Powell sits down with Joey Jones, a Marine Corps veteran, motivational speaker, and Fox News contributor. Joey shares his incredible story of overcoming injuries from stepping on an IED while serving in Afghanistan. The conversation delves into his recovery, personal growth, and the lessons learned through faith, family, and resilience. Joey al…
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Social Security timing is one of the most crucial decisions you’ll make in your retirement planning journey. Should you wait until 70 to claim your benefits, or is it better to start earlier? Today we’re going to answer a question from someone who planned to wait until 70 for Social Security so they didn’t leave money on the table, but now that the…
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Jim Powell sits down with Josh Brooks, the J. Reid Parker Director of Athletics at the University of Georgia. Brooks, a 2023 Sports Business Journal Athletic Director of the Year finalist, shares insights on leading a powerhouse athletic program, the challenges of managing multiple sports, and balancing family life with a demanding career. They dis…
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As we age, one of the most pressing questions we face is how to manage long-term care expenses. What coverage will you need and what’s the best way to pay for that coverage? Today we answer a question about purchasing LTC insurance and whether it’s worth doing while you’re in your 50s. John will discuss whether it is a necessary investment for thos…
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It can be challenging for a lot of folks to think about legacy planning because it takes a lot of forward thinking. Not everyone wants to plan that far ahead, but for some, it’s incredibly important to leave their loved ones with an inheritance. Today we are answering a question from someone who wants to leave money for their children and grandchil…
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Host Jim Powell is joined by legendary sportscaster Wes Durham, who brings his deep insights from covering the NFL and college football. This episode covers his career, the Falcons' latest game, the differences between college football and the NFL, and the complexities of international NFL games. Durham shares his thoughts on his favorite sports, t…
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Instilling good financial habits in children starts at a young age, but that doesn’t mean that every lesson will stick in adulthood. Once your kids start working and earning significant money for the first time, it’s pretty common to put spending ahead of saving. As parents, we want to help them establish good financial habits but what’s the best a…
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"Fans First," Hall of Fame sportscaster Jim Powell sits down with former MLB catcher Tyler Flowers to discuss the Atlanta Braves' season, the art of pitch framing, and what it takes to make a deep postseason run. Tyler shares insights from his time with the Braves, offers his take on the current MLB season, and delves into his post-retirement life,…
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With college costs continuing to rise, some grandparents wonder if there’s anything they can do to help ease the burden of college expenses for their grandchildren. Today we’ll explore the best strategies for those who want to support their grandchildren’s college education without compromising their own financial stability. The 529 plan gets most …
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In the inaugural episode of Fans First A Sports Podcast, Hall of Fame sportscaster Jim Powell welcomes legendary college football writer Tony Barnhart, famously known as "Mr. College Football." They discuss Barnhart's illustrious career, the state of college football, including the impact of NIL and the transfer portal, and the challenges faced by …
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Welcome to "Fans First: A Sports Podcast," where your voice matters most! Hosted by the legendary Hall of Fame sportscaster Jim Powell, this show puts fans at the heart of the conversation. We believe sports are more than just games—they’re a way of life, a source of passion, and a community that brings people together. That’s why "Fans First" is h…
  continue reading
 
It’s not uncommon for children to stay on their parent’s payroll in some capacity when they’re adults, but that could end up impacting the parent’s ability to retire. At what point do you move your kids off of the payroll and what’s the best way to handle that conversation? In this episode, we’re going to address this situation and talk about how i…
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When you have multiple IRAs, managing them across different platforms and figuring out your RMDs for each account can be a little bit tricky. So what’s the best way to manage these accounts? Should you consider consolidating your IRAs? Today’s featured question comes from a comment left on one of our previous videos so thank you for the contributio…
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Inheriting assets can be a life-changing financial boost, but it often comes with a maze of tax implications and decisions. In this episode, we will answer a question about an inheritance and lay out the tax considerations for a variety of assets to help you better understand what you might owe. Discover how to navigate the tax implications of IRAs…
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Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In this episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward re…
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What should you do with an old 401k that you’re still holding onto from an previous employer? Does that answer change when the market is performing well and your account is generating strong returns? Let’s take a closer look at the rollover IRA and whether it’s something that you should be doing with your old 401k accounts. The primary reason someo…
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No one has a crystal ball that will tell them what will happen with tax rates in the future and we certainly can’t predict what will happen, but the expectation for many people is that rates will only be going up from where they are right now. With that in mind, does it make sense to sell investments off ahead of those possible tax increases in ord…
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The IRS first made significant changes to the stretch IRA with the introduction of the SECURE Act in 2020, and they’ve since made a few updates. Now the IRS has tweaked things even further for 2024 and we’re going to fill you in on what you need to know in this video. We’ll discuss the implications of the recent changes made by the IRS, including t…
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The housing market remains strong in North Carolina and throughout much of the country, which creates an interesting option for many people moving in retirement. Should you go ahead and sell your home to take advantage of the current home values and rent until you’re ready to buy your next place? Today we’ll tackle a question that came in to us rec…
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Are you in your early 50s and dreaming of retiring early? It’s a feasible goal with the right financial planning but there are milestone ages that you need to take into account. Retiring early means different things to different people. For some, it's bowing out before the traditional retirement age, while for others, it's about clocking out perman…
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The idea of retirement is one that’s filled with plenty of rest and relaxation, but the reality is stress doesn’t go away. From losing the structure of a daily routine to the challenges of socializing and finding a new purpose, the pitfalls of retirement can certainly increase the stress you’re feeling. We heard from someone recently who had this c…
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We’re just a few months away from another election and everyone anticipates it being another year, so what does that mean for your investments? When uncertainty starts to increase, there’s often a strong marketing push for buying gold, but is now a good time to do that? Today we’ll answer that question with a discussion on the role of gold in your …
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As you approach retirement or begin that next stage of life, the financial goals shift to protecting what you’ve saved. There are different ways to accomplish that goal, but with the volatility we’ve seen from the market, does it make sense to move to cash to be safe? Here’s the question we’ll tackle in this video: I haven’t decided on a specific r…
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A common situation that many couples have to face is one spouse being older than the other and worrying about how to protect them financially should something happen. What’s the best way to ensure they are taken care of after you’re gone? Is a big life insurance policy a good option? In this video, John will weigh in on this scenario and answer a q…
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For most people, investing strategies change as you age because you want to protect what you’ve earned rather than chasing bigger returns. But what if you have more than you’ll need for retirement in your IRA? Is that a time when being aggressive makes sense or should you still take a more conservative approach? In this video, we’ll be answering a …
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As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Technology continues to evolve at a rapid pace, which makes it more and more difficult to stay on top of the latest scams. This episode will highlight the most common financial scams being used right now to help you better recog…
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It’s not all that uncommon to hear from someone who was given the option of a severance package and pension buyout years ahead of when they actually planned on leaving work to retire. Is it worth taking the offer and leaving your job or does it make more sense to continue working? We received a question recently from someone in this situation: I’m …
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A common area where people struggle with their finances is simply just making decisions. It’s easy to fall into the trap of overthinking, to the point where you talk yourself into circles and fail to ever make a choice. You’ve probably heard the phrase ‘paralysis by analysis’ before but it often applies to the financial industry as well. We have a …
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It’s not uncommon for someone to retire early but still not feel totally comfortable with the idea of not earning a consistent paycheck. It’s a complete shift in thinking and unless you’ve done solid planning, there might be a little doubt still lingering in your mind. So how do you know when you have enough to retire? Better yet, how do you get th…
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Are you considering maxing out your 401(k) but unsure what to do next? We face this question all the time at Rosewood Wealth Management so today we want to explore if it’s wise to max out your 401(k) before investing anywhere else, and if it is, where to look if you want to save even more. It’s a good conversation to have early in the year as you m…
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