Interest Rates going up! Proposed tax increases! And inflation at a 40-year high!
Free On-Demand Retirement Video Learning Series
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We've compiled information that we've learned from the last decade helping Dallas families prepare for retirement.
Get your questions answered by accessing our exclusive Video Series on Retirement!
Free On-Demand Retirement Video Learning Series
Enter your information below to get access to the video library.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
After signing up, you'll get instant access to all three video series:
Your Retirement Questions Answered with Scott Winstead
3 Things Women are Concerned about in Retirement with Angela Winstead
The 3 things you can control in your retirement with Scott Winstead
What's Included with your access to our
On-Demand Retirement Learning Series
Your Retirement Questions Answered with Scott Winstead
Our most in-depth course, Scott goes deep into 3 key questions in retirement including:
Will you have enough in retirement? The biggest question and concern is when do you know you have enough, and will you run out in retirement. Scott dives deep into how you can know if you have enough.
Care In Retirement. In this video you'll uncover the two different types of care to consider in retirement.
Taxes & the Impact of Your Tax Brackets in Retirement. Learn the questions you should ask yourself as you prepare for retirement. Learn about some of the myths you may have heard in your working working years.
The 3 Things Women are Concerned About in Retirement with Angela Winstead
When it comes to women, have you ever wondered the top questions Angela gets when it comes to retirement? Watch this video series to learn what you should be concerned about in retirement. This series is just for women.
Here's what you'll learn:
Learn how to find your "sit on the porch number" in retirement.
Think about your health care and where it will come from in retirement?
The thing we often don't think about are taxes in retirement. Learn why they are important in retirement.
The 3 things you can control in your retirement with Scott Winstead
Watch Scott's four part series on the three things you can control in your retirement. Learn specifically about fees, taxes, and the stock market and how you can control them in retirement.
Here's what you'll learn:
Learn about the fees you can control in retirement that you'll pay.
Learn about taxes and how it effects the amount of income you can take out in your retirement.
Learn about the stock market and how you can control the risk you take in retirement.