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Retire Simply Podcast

with Scott and Angela Winstead

Episode 49: Donor Advised Funds

We have many clients who want to give some of their legacy to charity. How can giving to a philanthropy benefit you now? Three takeaways: Charitable GivingBenefit While LivingLet It Grow

Episode 48: Taxes and Unemployment

There is a bonus of stimulus around unemployment this year. Listen as we talk about this benefit that many people might not be aware of yet.

Episode 47: Tax Investments

Wouldn’t it be nice to have more money in your pocket and not give it all over to the IRS? This episode discusses how to be aware of the types of accounts you own and what it does to your income, to be able to be more tax efficient. Three takeaways: Mutual Funds Re-investment Convert…

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  • Estate Planning
  • Income Planning
  • Life Insurance
  • Risk and Your Retirement
  • Social Security / Medicare
  • Taxes

Episode 1: Taxes: Forever, Sometimes, Never

Welcome to our first episode of Retire Simply Podcast! Scott and Angela Winstead are a husband and wife duo who share their industry knowledge in ...

Episode 2: How to Build a Tax Game Plan

We all could use a strategy for dealing with our taxes. We continue our series on TAXES with Scott and Angela discussing the keys to ...

Episode 3: The Laws They Are a Changin’

Proper tax planning requires awareness of what is new in 2020. There are a lot of changes for retirement plans when it comes to the ...

Episode 4: Sit on the Porch Number

Every individual is different when it comes to how much they will spend in retirement. There is a certain amount we need in retirement just ...

Episode 5: The Perfect Day

Many of you out there have been dreaming of retirement, hoping that one day it would come. One day is fast approaching or for some ...

Episode 6: Generating Income

Retirement is all about income because income gives us a choice. The more income you have in retirement, the more likely you are to be ...

Episode 7: Design It, Map It, Build It

When you see a retirement planner, many times you want to know what it will be like to visit with them. In this episode we ...

Episode 8: Risky Business

2020 has been filled with unknowns and uncertainty. During this time, we want you to be ready if a market downturn happens again. It is ...

Episode 9: Know The Score

Many times we are taught that the rate of return is what matters. When saving for retirement, it doesn’t matter as much as you think. ...

Episode 10: Risk and Your Overall Plan

In retirement we go from being a saver to being a spender. When this starts to happen, the market going up and down could mean ...

Episode 11: Risk and Your Overall Plan – Part 2

When you look at risk, the key can be organization. Where does the money need to go based on risk of growth and risk of ...

Episode 12: Making Sense of Social Security

Many times we spend more time planning our vacations then strategizing about social security. You need to plan like you are going to live for ...

Episode 13: Leaving $ on the Table

You paid into it. You should get the most out of it. There are additional benefits that you could get, but you have to know ...

Episode 14: It May Not Seem Fair, but It’s Reality

Taxes have a specific way of working when it comes to Social Security. We will talk about what you need to know to keep the ...

Episode 15: Medicare 101

Medicare can be somewhat confusing. Many people have questions about what Medicare covers. You can take this information and make decisions to customize it for ...

Episode 16: Win, Lose, or Draw: Election 2020

Election is at the forefront of many people’s minds. What are things you can do to prepare regardless of who wins?

Episode 17: Why Would I Need Life Insurance

Just another tool in your tool belt to be used the way you need it. Life insurance can be used in ways you might not ...

Episode 18: What Type to Get?

Now that you know life insurance can be beneficial in retirement…Did you know there are different types? This episode helps you navigate what type you ...

Episode 19: Life Insurance CAN BE in Your Plan?

When thinking about life insurance in different ways, you can get creative. Many people aren’t familiar with the ways you can implement this tool into ...

Episode 20: Are You Ready for the Election?

We are only a week away from the Presidential Election. You need to be prepared regardless of who wins. This is a special episode from ...

Episode 24: The Gift of a Legacy

It’s December so why not talk about legacy planning! As you spend the end of the year with family over the holidays, it is a ...

Episode 25: Charitable Gifting

When it comes to charity, many retirees are not sure how this strategy fits into their planning. There are ways to give back in retirement. ...

Episode 26: Thank You 2020

2020 was a year filled with unexpected elements. Some people are ready to move on from 2020, but at Compass we take time to say ...

Episode 27: Re “SOLUTIONS”

It is the start of a new year! There are times when we say, “we will worry about retirement when we get closer to it.” ...

Episode 28: Do I Have Enough?

There is one question that we get from the people we work with over and over.   For your copy of the Compass Retirement Budget ...

Episode 29: More Income

We are continuing to talk about income and what you need to know to help ensure you have what you need each month.

Episode 30: Choice Matters

Income gives us choices in retirement, so we have been spending this month talking about what you need to know when it comes to your ...

Episode 31: 3 Tax Buckets

It is that time of year! It is time for taxes and we want you to consider some things. We are looking at 3 categories ...

Episode 32: Meat on the Bone

You can get a handle on your taxes! The government controls rates, but there are other things you can control. There are ways to control ...

Episode 35: Types of Risk

Your retirement plan needs to be flexible when it comes to risk. There are many ways to consider risk. There are a few types of ...

Episode 36: What is Your Score?

Many times we are taught that the rate of return is what matters. When saving for retirement, it doesn’t matter as much as you think. ...

Episode 37: Preservation, NOT Accumulation

When thinking about the stock market and your money, it is always good to know how much you can stomach. There will be times in ...

Episode 38: Risk Roundup

There is so much out there when it comes to risk that makes it easy to get what we call “paralysis by analysis.” Should I ...

Episode 39: Trillions to the Moon

The term “trillion dollars” is just normal these days! This is a lot of money, but we hear it now as we talk about the ...

Episode 40: Inflation Translation

There are some terms that we just need to dive deeper into and inflation is one. One question we get on a regular basis is ...

Episode 41: Junk Drawer

Most people do a good job of saving for retirement. Many people have advisors they have use along the way to help them. I tis ...

Episode 43: Biden Tax Plan

The proposed Biden tax plan can be confusing. What does it mean to the average person? In this episode we talk a little about how ...

Episode 44: Inflation is Here

The price of good and services has gone up since January. Inflation can be a risk to your retirement. It is good to take a ...

Episode 46: Taxes and Spouses

It takes planning when it comes to taxes. When your life changes, it can take even more planning. No one who is married wants to ...

Episode 47: Tax Investments

Wouldn’t it be nice to have more money in your pocket and not give it all over to the IRS? This episode discusses how to ...

Episode 48: Taxes and Unemployment

There is a bonus of stimulus around unemployment this year. Listen as we talk about this benefit that many people might not be aware of ...

Episode 49: Donor Advised Funds

We have many clients who want to give some of their legacy to charity. How can giving to a philanthropy benefit you now? Three takeaways: ...