# Intentional Family Wealth Podcast

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
Address: https://advisoriq.com/podcasts/intentional-family-wealth-podcast/

## 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: not stated
- latest_episodes: 
- links: apple_podcasts: https://podcasts.apple.com/us/podcast/intentional-family-wealth-podcast/id1530279128, spotify: not stated, rss: https://rss.libsyn.com/shows/293489/destinations/2303987.xml, website: https://birchwoodcapital.com/

## 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.

## Sources

- The show's RSS feed, checked 2026-10-05: https://rss.libsyn.com/shows/293489/destinations/2303987.xml
- SEC Investment Adviser Public Disclosure (IAPD), checked 2026-10-05: https://adviserinfo.sec.gov/

## Related

- [All advisor-hosted podcasts](https://advisoriq.com/podcasts/)
- [Estate planning on AdvisorIQ](https://advisoriq.com/topics/estate-planning/)
- [Charting Opportunities With Portus Wealth Advisors](https://advisoriq.com/podcasts/charting-opportunities-with-portus-wealth-advisors/)
- [Professional Edge](https://advisoriq.com/podcasts/professional-edge/)

## Cite as

AdvisorIQ, as of 2026-10-05. https://advisoriq.com/podcasts/intentional-family-wealth-podcast/

License: https://advisoriq.com/license/