Local DFW Retirement Advice

Retire Simply Podcast

with Scott and Angela Winstead

Weekly retirement planning podcast hosted by Scott and Angela Winstead.
Learn about the different retirement topics every retiree faces when approaching retirement.

Episode 60: Football Season is Here!

  Scott and Angela share one of their favorite football season snacks: Scott’s Famous Buffalo Chicken Nachos! Ingredients: 1 Family Size bag of Scoops (tortilla chips shaped like a cup)1 Rotisserie chicken1 stick butter¼- ½ cup Franks Red Hot sauce2 – 16 oz bags of shredded cheddar Blue cheese dressing (we like Ken’s)Ranch dressing

Episode 59: Life Insurance Basics

  Most people are aware of life insurance or even have it. Not many people realize the innovation in the financial industry when it comes to this tool. Join us this month as we explore this tool and share some great insight. Three takeaways:• 4 Components• Types• How Much Does it Cost?

Episode 58: Risk & a Plan

  We end this month of risk talking about a plan. When taking a chance, it is good to pair it with something that keeps you grounded. When you design what you are going to do in retirement, it makes a path for you to follow instead of just winging it. Three takeaways:• Making $…

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  • View All
  • Estate Planning
  • Fun with Food!
  • Holidays
  • Income Planning
  • Life Insurance
  • Retirement Savings
  • Risk and Your Retirement
  • Social Security / Medicare
  • Taxes
  • Travel in Retirement

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Episode 21: Plan for the Holidays

  Some people put more planning into the holiday season then they do their retirement. The end of the year is coming and we want ...

Episode 22: Holiday Recipe

  Compass Retirement is a place where we like to share our lives with you. We know life isn’t just about retirement. Now more than ...

Episode 23: Gratitude

  We are a week from Thanksgiving and we are reflecting on all the things to be grateful for during this time. We hope going ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Episode 33: Roth 101

  Last episode we discussed meat on the bone and this week we are going to talk about what you can do with that extra ...

Episode 34: Unpredictability

  The market can be volatile. It changes and we can’t control the ups and downs. We can control how much we want to participate ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Episode 42: Pork Carnitas YUM YUM

  Spring has sprung and we hope gatherings will happen soon. We are taking a break from retirement talk to give you a spring dish ...

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 ...

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 ...

Episode 45: Travel

  When it comes to traveling this year things have been tough. Trips have gotten moved further out and some never even happened we couldn’t ...

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 ...

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 ...

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: ...

Episode 50: Annuities and Myth 1 and 2

  The world of annuities is a bit of a mystery. They can be used in different ways and we get many questions when it ...

Episode 51: Annuities Myth 3 and 4

  We continue with our myth busting of annuities. There are many opinions when it comes to using this tool in your retirement. We are ...

Episode 52: Annuity Myth 5 and 6

  We continue with our myth busting of annuities and we also touch on the confusion around different types of tools and how they work ...

Episode 53: Annuities Myth 7

  Annuities comes to a close with our last myth. This week we cover care and how this tool can help you solve the care ...

Episode 54: What Can You Stomach?

  When it comes to risk, it is really about comfort level. What can you stomach to lose? It is always good to talk about ...

Episode 55: Sequence of Returns

  It is easy to look at the upside, but when it comes to risk you need to think about the things that make a ...

Episode 56: How Much is at Risk?

  When looking at your total plan and money in your portfolio, you need to think about exposure. How much $ is exposed to the ...

Episode 57: Risk & Care

  People overlook this risk because many times it is an unknown for us. More people need to brave and have the conversation around long ...

Episode 58: Risk & a Plan

  We end this month of risk talking about a plan. When taking a chance, it is good to pair it with something that keeps ...

Episode 59: Life Insurance Basics

  Most people are aware of life insurance or even have it. Not many people realize the innovation in the financial industry when it comes ...

Episode 60: Football Season is Here!

  Scott and Angela share one of their favorite football season snacks: Scott's Famous Buffalo Chicken Nachos! Ingredients: 1 Family Size bag of Scoops (tortilla ...