Free On-Demand Retirement Video Learning Series
by Scott and Angela Winstead.

Get your retirement questions answered by accessing our exclusive Video Series!


Episode 97: It’s Your Time Ladies!

  In today's podcast Angela shares that she's back out in the community hosting Retire Simply Women Events. ...
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Episode 96: Is the 60/40 Portfolio Dead?

  The retirement space is changing. With constant stock market volatility and the bond market going down, the ...
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Episode 95: 29029

  Scott's commitment is become the best version of himself, while encouraging others to do the same. He ...
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Episode 94: What is a QCD?

  Give and receive. If you are like many of the people, we get to help, and you ...
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Episode 93: The Hidden Tax Inside Your Retirement

  Key takeaways:• IRRMA- what you don’t know could hurt you.• Wow! I never expected a lookback.• 62 ...
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Episode 92: The Tax Surprise that Could Eat You Alive

  What happens to your personal finances when your spouse passes away? You may be shocked by how ...
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  • compass-icon

    Think of it this way.

In your working years, it’s like scaling up to the top of a mountain. Once you approach retirement you are getting closer to the top of that mountain and now you have to figure out how to get down. Getting down is sometimes scarier than even getting to the top if you don’t know which path to take and which obstacles to avoid.


This new leg of your journey is something we are experienced in.

We love being a local DFW retirement and tax-efficient strategy team to get you down confidently with the a plan suited to your needs.

It starts with one simple question:

Do you have a plan for your retirement?

Do you have a plan for your retirement?

Income is what drives your retirement because Income gives you choice.

More income could mean that you can plan for trips you have wanted to take, you may have more options for healthcare expenses, or you may be able to do with the kids and grandkids.

Our Income Plan is simple to understand, and easy for you to have one created by our local team.

A message from
Scott & Angela Winstead


We love being a local DFW retirement professional team to so many families in this area.

If you are looking for retirement professionals that will bend over backwards for their clients, we believe you have come to the right spot. The only requirement is that you have to be a nice person, that’s it.

Get instant access to our on-demand video library on retirement.

We've compiled the information we've learned from the past decade of helping families plan for retirement into an on-demand video library.

You'll get instant access to all 3 of our video series by filling out the form below!

Compass Video Series
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