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Retire Simply Podcast podcast

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Retire Simply Podcast

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  Scott and Angela Winstead  

Retire Simply Podcast is a weekly podcast hosted by Scott and Angela Winstead of Grapevine, TX! Scott and Angela are the founders of Compass Retirement, providing exceptional service and preparing their clients for a fulfilling retirement. If you are a retiree, or pre-retiree, this podcast is for you. They will be bringing actionable advice and steps that you can take in order to avoid bad financial advice and make sure that your retirement income lasts as long as you do and that you not simply survive, but thrive in retirement!

Retire Simply Podcast is a weekly podcast hosted by Scott and Angela Winstead of Grapevine, TX! Scott and Angela are the founders of Compass Retirement, providing exceptional service and preparing their clients for a fulfilling retirement. If you are a retiree, or pre-retiree, this podcast is for you. They will be bringing actionable advice and steps that you can take in order to avoid bad financial advice and make sure that your retirement income lasts as long as you do and that you not simply survive, but thrive in retirement!

 

All

Progress

Duration

Release Date

#101

Episode 103: Interest Rate Risk and Your Plan - Part 2

What are the Long-Term Effects of Rising Interest Rates on Retirement Plans? Tips and Stra... more

14 Feb 2023

16 MINS

16:14

14 Feb 2023

#100

Episode 102: Interest Rate Risk and Your Plan - Part 1

Scott and Angela start a two-part Retire Simply podcast series discussing different strate... more

08 Feb 2023

13 MINS

13:47

08 Feb 2023

#99

Episode 101: SECURE Act 2.0

President Biden signed the SECURE 2.0 Act into law on December 29, 2022. This legislation ... more

31 Jan 2023

14 MINS

14:13

31 Jan 2023

#98

Episode 100: Happy to be Here!

This is the 100th episode of the Retire Simply Podcast. We’ve had a lot of fun! It has bee... more

24 Jan 2023

07 MINS

07:06

24 Jan 2023

#97

Episode 99: Those Awkward Holiday Conversations

Scott and Angela share a few conversation starters to help you get through those holiday p... more

20 Dec 2022

21 MINS

21:24

20 Dec 2022

#96

Episode 98: A Wild Year in the Rearview Mirror and a Look Ahead to 2023

Scott and Angela discuss the crazy year we just experienced, from market volatility to inf... more

13 Dec 2022

16 MINS

16:04

13 Dec 2022

#95

Episode 97: It’s Your Time Ladies!

In today's podcast Angela shares that she's back out in the community hosting Retire Simpl... more

27 Sep 2022

06 MINS

06:51

27 Sep 2022

#94

Episode 96: Is the 60/40 Portfolio Dead?

The retirement space is changing. With constant stock market volatility and the bond marke... more

13 Sep 2022

19 MINS

19:38

13 Sep 2022

#93

Episode 95: 29029

Scott's commitment is become the best version of himself, while encouraging others to do t... more

16 Aug 2022

14 MINS

14:20

16 Aug 2022

#92

Episode 94: What is a QCD?

Give and receive. If you are like many of the people, we get to help, and you like to give... more

02 Aug 2022

16 MINS

16:17

02 Aug 2022

#91

Episode 93: The Hidden Tax Inside Your Retirement

Key takeaways: ---IRRMA- what you don’t know could hurt you. ---Wow! I never expected a lo... more

12 Jul 2022

14 MINS

14:41

12 Jul 2022

#90

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... more

07 Jul 2022

16 MINS

16:13

07 Jul 2022

#89

Episode 91: Protect Your Legacy Roundup

In this episode, Scott and Angela go over what you need to have in order so you can leave ... more

21 Jun 2022

13 MINS

13:30

21 Jun 2022

#88

Episode 90: Do I Need a Living Trust?

We receive lots of questions about living trusts. Listen in as we share about five reasons... more

14 Jun 2022

15 MINS

15:19

14 Jun 2022

#87

Episode 89: 3 Things to Know About Estate Planning

You don’t need a lot of money to have an estate plan. There are a few necessities that we ... more

07 Jun 2022

14 MINS

14:50

07 Jun 2022

#86

Episode 88: Can You Time the Market?

Can you really time the market? No one has a crystal ball that can predict the future, so ... more

24 May 2022

14 MINS

14:56

24 May 2022

#85

Episode 87: Times Like These - The Importance of a Well Thought Out Plan.

You may have a stock portfolio and a few savings accounts, but do you have a written finan... more

10 May 2022

17 MINS

17:54

10 May 2022

#84

Episode 86: Recession Planning

Throughout your normal daily tasks are you hearing that scary word….Recession? This may be... more

03 May 2022

21 MINS

21:08

03 May 2022

#83

Episode 85: Insurance and LTC

Listen in as Scott and Angela talk about a unique use of life insurance. Could it be used ... more

26 Apr 2022

15 MINS

15:34

26 Apr 2022

#82

Episode 84: Life Insurance - Open-minded

Believe it or not your approach to life insurance may need to be completely different as y... more

12 Apr 2022

15 MINS

15:13

12 Apr 2022

#81

Episode 83: Roth 5-Year Rule

Taxes in retirement seem can be extremely complicated! Today Scott and Angela break down t... more

29 Mar 2022

18 MINS

18:24

29 Mar 2022