Advertise on podcast: Retire Simply Podcast

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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!

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Check latest episodes from Retire Simply Podcast podcast

Episode 91: Protect Your Legacy Roundup

2022/06/21

In this episode, Scott and Angela go over what you need to have in order so you can leave a lasting legacy and estate plan! Key takeaways: • Taking Inventory • Maintaining Your Lifestyle • Tell them what to do! • Review your Beneficiaries. • Do you need professional help? • Make sure you’re current.

Episode 90: Do I Need a Living Trust?

2022/06/14

We receive lots of questions about living trusts. Listen in as we share about five reasons you don't need a living trust in the state of Texas, as well as three reasons you might.

Episode 89: 3 Things to Know About Estate Planning

2022/06/07

You don’t need a lot of money to have an estate plan. There are a few necessities that we will be talking about today. Key takeaways: • Start with a will. • Let’s talk about a Financial Power of Attorney. • Who will make decisions regarding your health if you can’t?

Episode 88: Can You Time the Market?

2022/05/24

Can you really time the market? No one has a crystal ball that can predict the future, so trying to time the market may cost you in the long run. Scott and Angela explain why time IN the market makes more sense than timing the market. Key takeaways: • It's not about timing the market, but about time IN the market. • Getting in and getting out may not accomplish what you want. • Missing even a few of the best trading days can have a big impact on your account value. • It’s important to have protected funds and funds at risk.

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

2022/05/10

You may have a stock portfolio and a few savings accounts, but do you have a written financial plan? If you don't have a written financial plan for retirement, then you are just wishing. Scott and Angela explain why it's crucial - particularly in times like these - have a plan. Key takeaways: • Worst four months since 1939? • Portfolio positioning versus an adaptable and flexible plan. • It may be time to get out of the rain and seek shelter.

Episode 86: Recession Planning

2022/05/03

Throughout your normal daily tasks are you hearing that scary word….Recession? This may be a good time to review your budget, portfolio, and short-term cash situation. Listen in as Angela and Scott talk about what a big change in the market might mean. And is protection available?

Episode 85: Insurance and LTC

2022/04/26

Listen in as Scott and Angela talk about a unique use of life insurance. Could it be used to help cover your long-term care expenses? Key takeaways: • Accelerated Death Benefit • Tax free care • How is it priced?

Episode 84: Life Insurance - Open-minded

2022/04/12

Believe it or not your approach to life insurance may need to be completely different as you near or enter retirement. The conversation may no longer be about making sure the kids are taken care of and the house is paid off. Join Scott and Angela as they talk about a new perspective on life insurance. • Is life insurance an old, outdated tool? • Leverage is key! • Is your money like a Swiss army pocketknife?

Episode 83: Roth 5-Year Rule

2022/03/29

Taxes in retirement seem can be extremely complicated! Today Scott and Angela break down the 5-year rule regarding ROTH accounts…most people aren’t aware of. Key takeaways: • What is the 5-year rule? • What does it mean and why does it matter? • Even more trip wires?

Episode 82: Will I be in a Lower Tax Bracket?

2022/03/22

Most people think they’ll be in a lower tax bracket after they retire, but is that true? This is not a one-size-fits all discussion. Make sure you’re asking yourself the right questions. Key takeaways: • Will I really be living on less? • What about my social security? • Can I be doing things now that will help me in the long run?

Episode 81: Tax Diversification

2022/03/15

Taxes can be overwhelming in retirement. The good news is you don’t have to try to figure it out yourself. The unfortunate reality is there is no one-size-fits-all solution, but don’t worry. Scott and Angela break it down in an easy-to-understand conversation about tax diversification. Listen in to learn about the 3 ways your retirement funds can be taxes. Which is better? Tax-deferred, taxable, or taxed no more?

Episode 80: Taxes with a New Lens

2022/03/08

Scott and Angela ask you to shift the way you’ve been thinking about taxes. As we move into retirement, it can be beneficial to shift your perspective about taxes…they could be the single largest expense you will have in your retirement. Key takeaways: • Why taxes are important in Retirement? • Paying less might not mean paying less this year. • Having a plan could help you pay less over your lifetime.