Podcast
Mr. Stillman's Opus
Hosted by John Stillman · EN
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.
13episodes
Episodes
Newest firstAll episodes
Spotting Hidden Fees (And Where You'll Find Them)
Dec 2600:03:20Tap to summarizeReady to grow your wealth with confidence? Let’s talk! 👉 https://www.rosewoodwealthmanagement.com/schedule-an-appointment ☎️ 919-391-3446 Ever feel like you’re missing something right under your nose? On the farm, knowing all the hidden spots for eggs means a bigger haul every day, and your investments work the same way. If you know where to look and ask the right questions, you’ll uncover those hidden fees sneaking by unnoticed. Tune in and let’s make sure you’re collecting all your eggs, and every dollar that belongs to you. Here’s what we discuss in this episode: 🥚 Egg Routine: Knowing the right spots 💸 Hidden Fees: What statements don’t show 🎯 Better Questions: How clarity is uncovered Connect with us: Web: https://rosewoodwealthmanagement.com/ Phone: 919-391-3446 Schedule a Meeting: http://meetwithjohn.com Check us out on YouTube: https://bit.ly/46RaLvL
Transcribe →Why Slow Growth Wins (Even if It’s Boring)
Dec 1200:03:21Tap to summarizeReady to grow your wealth with confidence? Let’s talk! 👉 https://www.rosewoodwealthmanagement.com/schedule-an-appointment ☎️ 919-391-3446 John takes an everyday problem—keeping plants alive—and uses it to explain why slow, steady wealth building actually works better than chasing quick wins. He breaks down why “fake growth” never lasts and why mastering money in small doses matters far more than sudden windfalls. If you’ve ever wished your wealth would grow overnight, this episode politely reminds you it won’t. Here’s what we discuss in this episode: 🌧️ The Rainwater Analogy: real growth vs. the stuff that just “looks” like growth 🪣 Collecting the Good Stuff: why shortcuts don’t deliver the nutrients your finances need 💸 Wealth Lessons Hidden in Gardening: real wealth, the slow kind, is what actually lasts Connect with us: Web: https://rosewoodwealthmanagement.com/ Phone: 919-391-3446 Schedule a Meeting: http://meetwithjohn.com Check us out on YouTube: https://bit.ly/46RaLvL
Transcribe →Mailbag: Big Raises, Gifting Rules & Social Security Timing
Nov 2800:13:51Tap to summarizeReady to grow your wealth with confidence? Let’s talk! 👉 https://www.rosewoodwealthmanagement.com/schedule-an-appointment ☎️ 919-391-3446 What should you do first when your income suddenly skyrockets? Is waiting until age 70 for Social Security always worth it? In this episode, John answers a fresh round of listener questions, each one highlighting the real-life financial decisions people wrestle with every day. The truth is, even simple questions deserve careful thinking and a strategy built around your unique situation. Good planning is always personal, never one-size-fits-all. Here’s what we discuss in this episode: 💸 Managing a big income jump: avoiding lifestyle creep and planning for taxes 🎁 Gifting to adult children: understanding annual limits and estate rules 🧓 Social Security timing: why “wait until 70” isn’t always the right advice Connect with us: Web: https://rosewoodwealthmanagement.com/ Phone: 919-391-3446 Schedule a Meeting: http://meetwithjohn.com Check us out on YouTube: https://bit.ly/46RaLvL
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