Mr. Stillman's Opus
Mr. Stillman's Opus
John Stillman
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.
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.
Oct 20, 2020
27 min
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.
Sep 29, 2020
26 min
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.
Sep 8, 2020
24 min
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.
Jan 8, 2020
15 min
Personal Training and Financial Planning
There are actually a lot of principles from the personal training and fitness world that we can apply to retirement planning. Let's explore some similarities and learn how to increase our level of financial fitness.  Get the full show notes for this episode at http://mrstillmansopus.com On This Episode:  1:53 - Coaches and Trainers 5:28 - Specific Goals and Training Plans 7:57 - Good Habits and Crunches in the Kitchen 10:52 - The Process Brings You To Your Destination
Nov 20, 2019
14 min
The Retirement Road Trip
If you're heading out on a road trip, there's a long checklist of items that you want to be sure you haven't forgotten. And in retirement planning, some of those exact same items need to be addressed. Let's look at some of the items that should appear on both your road trip checklist and your retirement planning checklist.  Get the full show notes by visiting http://mrstillmansopus.com
Nov 6, 2019
13 min
Steps to a Scandal-Free Retirement
If you take a close look at most folks' financial situations, you'll find that it's almost scandalous how badly their financial matters have been handled. Let's talk about  the steps people should take to create a scandal-free retirement.  On this episode:  1:41 - Impeach Consumer Debt 3:51 - Stop the Leaks in your Budget 6:03 - Obstruct Your Catastrophic Market Losses 8:39 - Collude with a Good Advisor Get the full show notes for this episode at http://mrstillmansopus.com.
Oct 23, 2019
12 min
Retirement Planning on the Tennis Court
What does tennis have to do with retirement? Probably more than you would think. We pulled three aspects to tennis that relate to retirement planning to help you understand the strategy a little better.  1. The court is different for singles versus doubles. 2. Certain players excel on a particular playing surface. 3. Holding serve is important.  So sit back and let us serve up some retirement analogies so you can ace your investing decisions. Check out the full show notes for this episode by clicking here.
Oct 2, 2019
14 min
Cleaning Out the Financial Junk Drawer
We all have one. You can usually find it in the kitchen in one of the bottom drawers. It's that place where we toss rubber bands, paper clips, batteries, chip clips, and any other random item we don't have any other place for. It's our junk drawer and we'd rather avoid it then trying to get it organized. Believe it or not, our financial portfolio has a junk drawer filled with old 401(k) plans, old life insurance plans, and other products we bought years ago but haven't done anything with since.  In this episode, we'll look at some of those items you'll find in your financial junk drawer and give you some options for where to move the investments to better fit your needs.  You can read more about this show by clicking here.
Sep 18, 2019
14 min
How Retirement Planning is Like a Game of Chess
There are many similarities between planning for retirement and a game of chess. In this episode, John makes the comparison by explaining which investment option is each chess piece on the board and how they can be used to maneuver you through the game of retirement.
Sep 4, 2019
15 min
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