Mr. 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.

Mr. Stillman's Opus is a business podcast hosted by John Stillman, with 99 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

John Stillman hosts Mr. Stillman's Opus, a business show with 99 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #156

  Millions Are Retiring Earlier Than Planned — Are You Ready If You're Next?

  Aug 28, 202611 min

  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 make an unexpected early retirement more manageable. Here’s what we discuss in this episode: Early Retirement: Many leave sooner than planned ⚠️ Unexpected Exits: Health and jobs drive change ‍‍ Real-Life Impact: Family circumstances alter timing Income Differences: Flexibility varies by resources Scenario Planning: Test earlier retirement dates Flexible Plans: Adapt without losing direction Resources for this episode: Millions Are Retiring Earlier Than Planned. Do Advisors Need To Rethink Planning? https://www.fa-mag.com/news/most-americans-retire-earlier-than-planned--here-are-the-top-reasons-87149.html Connect with us: Web: https://rosewoodwealthmanagement.com/ Phone: 919-391-3446 Schedule a Meeting: http://meetwithrosewood.com Check us out on YouTube: https://bit.ly/46RaLvL

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  Episode #155

  High Expectations, High Support: The Relationship Your Money Deserves Too

  Aug 21, 202613 min

  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 actually does for you. Stick around to find out which quadrant your advisor falls into… and where you really want to be. Here’s what we discuss in this episode: Low Support: Little guidance or accountability Too Comfortable: Support without meaningful challenge ⚠️ High Pressure: Expectations without a plan Ideal Relationship: Accountability backed by support Clear Plan: Priorities with specific actions ✅ Ongoing Support: Regular check-ins and follow-through Resources for this episode: The High Shoulders Theory https://www.sahilbloom.com/newsletter/the-high-shoulders-theory 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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  Episode #154

  Why Are You Still Working? The Real Reasons People Delay Retirement

  Aug 14, 202615 min

  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 more than tell you when you can stop working; it should help you prepare for what comes next. Here’s what we discuss in this episode: Working Longer: People remain in the workforce for many different reasons Social Connection: Leaving work can mean losing relationships, routine, and part of your identity Financial Necessity: A retirement income plan can help determine whether working longer is truly required Retirement Fears: Uncertainty can keep people working even when the numbers may support retirement Semi-Retirement: Cutting back hours or changing careers can provide a middle ground ️ Retirement Phases: A plan needs to account for decades of changing needs after work ends Connect with us: Web: https://rosewoodwealthmanagement.com/ Phone: 919-391-3446 Schedule a Meeting: http://meetwithrosewood.com Check us out on YouTube: https://bit.ly/46RaLvL

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  Episode #153

  Trump Accounts: What Parents and Grandparents Need to Know

  Jul 31, 202622 min

  Ready to grow your wealth with confidence? Let’s talk! https://www.rosewoodwealthmanagement.com/schedule-an-appointment ☎️ 919-391-3446 Trump Accounts may offer families a valuable new way to save, but they are not automatically the right solution for every goal. In this episode, John and Jake explain how these accounts work, where they may fit, and why careful planning still matters. Tune in to find out whether this new account type deserves a spot in your financial toolbox or should be left on the shelf. Here’s what we discuss in this episode: How It Works: Understand how Trump Accounts work ⚠️ Use Caution: Outdated information can create confusion Start With Goals: Match each account to its purpose Tax Considerations: Different accounts carry different tax treatment Getting Started: Setup is easier than expected Resources for this episode: https://trumpaccounts.gov Connect with us: Web: https://rosewoodwealthmanagement.com/ Phone: 919-391-3446 Schedule a Meeting: https://www.rosewoodwealthmanagement.com/schedule-an-appointment Check us out on YouTube: https://bit.ly/46RaLvL

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  Episode #152

  Meet Jake Doser: Rosewood’s Newest Partner

  Jul 17, 202617 min

  Ready to grow your wealth with confidence? Let’s talk! 👉 https://www.rosewoodwealthmanagement.com/schedule-an-appointment ☎️ 919-391-3446 John addresses the obvious right away: it’s not just him anymore, and everyone should get used to seeing Jake because he isn’t going anywhere. In this episode, John welcomes longtime friend Jake Doser as the newest partner and Financial Advisor at Rosewood Wealth Management. They share how the partnership came together and how the move creates new opportunities without changing the personal experience clients have come to expect. Plus, Jake offers an update on the whirlwind family journey from Connecticut to North Carolina. Here’s what we discuss in this episode: 🛣️ Jake’s Journey and Background 🏀 Jake learns quickly about Carolina’s “different shades of blue” 🤝 Client Interaction and Team Dynamics 👶 Personal Updates and Family News 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

  ListenShow Notes

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