HeyJaredMr. Stillman's Opus
Financial and retirement guidance from John Stillman, founder of Rosewood Wealth Management. Serving Durham, Chapel Hill, and the rest of the Triangle.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 18, 2026
- Audience
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- Earliest in this view
- Jul 17, 2026
Latest episodes
When is the Best Time to Start Social Security? (opens the original)
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Ready to grow your wealth with confidence? Let’s talk! 👉 http://www.meetwithrosewood.com ☎️ 919-391-3446 Spoiler Alert: There’s no single “best” age to claim Social Security because the right answer depends on far more than the size of the monthly check. In this episode, John and Jake explain why Social Security should be viewed as one piece of a larger retirement plan, with other key factors all influencing the decision. They also unpack several common misconceptions that can push people toward
What Does "Safe Money" Actually Mean? (opens the original)
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Ready to grow your wealth with confidence? Let’s talk! 👉 http://www.meetwithrosewood.com ☎️ 919-391-3446 “Safe” sounds simple, but in retirement planning, it can mean very different things to different people. Jake explains why feeling comfortable with your portfolio isn’t the same as having the right amount of risk for your actual financial situation. The goal isn’t to avoid risk altogether, it’s to make sure the risk you’re taking actually fits the life your money needs to support. Here’s what
Millions Are Retiring Earlier Than Planned — Are You Ready If You're Next? (opens the original)
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Ready to grow your wealth with confidence? Let’s talk! 👉 https://www.rosewoodwealthmanagement.com/schedule-an-appointment ☎️ 919-391-3446 Many people plan to retire around 65, but new research shows a large percentage are leaving the workforce several years earlier—and often not by choice. Health problems, job loss, and rising healthcare expenses can suddenly force a retirement timeline to change. In this episode, Jake explains why those extra few years matter so much and how better planning can
High Expectations, High Support: The Relationship Your Money Deserves Too (opens the original)
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Ready to grow your wealth with confidence? Let’s talk! 👉 https://www.rosewoodwealthmanagement.com/schedule-an-appointment ☎️ 919-391-3446 A simple parenting moment might be the clearest picture of what real financial advice should look like. Jake unpacks the “High Shoulders Theory” and how expectations and support shape your relationship with money and your advisor. You’ll see why “you’re fine” and “you’re doing it all wrong” both miss the mark, and what a true partner in your financial life act
Why Are You Still Working? The Real Reasons People Delay Retirement (opens the original)
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Ready to grow your wealth with confidence? Let’s talk! 👉 https://www.rosewoodwealthmanagement.com/schedule-an-appointment ☎️ 919-391-3446 Some people keep working because they love what they do. Others stay because retirement feels financially, socially, or emotionally uncertain. In this episode, Jake explores the different forces that can keep someone in the workforce longer than expected and why the real goal is understanding whether work is a choice or a necessity. A retirement plan should do
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