{"type":"podcast","title":"Intentional Family Wealth Podcast","lead":"As of Oct 5, 2026, Intentional Family Wealth Podcast, hosted by Stephen Nelson and Matt Higbie of Birchwood Capital, is listed on AdvisorIQ with a host verified against the SEC's IAPD records; its episodes have not been read yet.","as_of":"2026-10-05","facts":{"hosts":"Stephen Nelson and Matt Higbie","firm":"Birchwood Capital","audience":"investors","topic":"Estate planning","summary":"Two advisors talk about stewarding significant family wealth. Episodes cover giving with purpose, concentrated stock and large capital gains, and raising grounded children after a business sale.","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","episodes_last_90_days":null,"latest_episodes":[],"links":{"apple_podcasts":"https://podcasts.apple.com/us/podcast/intentional-family-wealth-podcast/id1530279128","spotify":null,"rss":"https://rss.libsyn.com/shows/293489/destinations/2303987.xml","website":"https://birchwoodcapital.com/"}},"sources":[{"url":"https://rss.libsyn.com/shows/293489/destinations/2303987.xml","label":"The show's RSS feed","checked":"2026-10-05"},{"url":"https://adviserinfo.sec.gov/","label":"SEC Investment Adviser Public Disclosure (IAPD)","checked":"2026-10-05"}],"related":[{"title":"All advisor-hosted podcasts","url":"https://advisoriq.com/podcasts/"},{"title":"Estate planning on AdvisorIQ","url":"https://advisoriq.com/topics/estate-planning/"},{"title":"Charting Opportunities With Portus Wealth Advisors","url":"https://advisoriq.com/podcasts/charting-opportunities-with-portus-wealth-advisors/"},{"title":"Professional Edge","url":"https://advisoriq.com/podcasts/professional-edge/"}],"notes":["Inclusion is editorial and never paid. AdvisorIQ does not accept money, sponsorship or anything else of value to list a show.","Every listed show has at least one host who currently holds an investment adviser registration, checked against the SEC's Investment Adviser Public Disclosure (IAPD) records on the date shown.","AdvisorIQ does not endorse the views expressed on these shows, and listing one is not a recommendation of its hosts or their firms.","Episodes link to each show's own pages. AdvisorIQ does not host or copy audio; episode titles are the show's own."],"url":"https://advisoriq.com/podcasts/intentional-family-wealth-podcast/","citation":"AdvisorIQ, as of 2026-10-05. https://advisoriq.com/podcasts/intentional-family-wealth-podcast/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}