Retire Simply Podcast
By Scott and Angela Winstead
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Category: Investing
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Episodes: 101
Description
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!
| Episode | Date |
|---|---|
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Episode 103: Interest Rate Risk and Your Plan - Part 2
|
Feb 14, 2023 |
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Episode 102: Interest Rate Risk and Your Plan - Part 1
|
Feb 08, 2023 |
|
Episode 101: SECURE Act 2.0
|
Jan 31, 2023 |
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Episode 100: Happy to be Here!
|
Jan 24, 2023 |
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Episode 99: Those Awkward Holiday Conversations
|
Dec 20, 2022 |
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Episode 98: A Wild Year in the Rearview Mirror and a Look Ahead to 2023
|
Dec 13, 2022 |
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Episode 97: It’s Your Time Ladies!
|
Sep 27, 2022 |
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Episode 96: Is the 60/40 Portfolio Dead?
|
Sep 13, 2022 |
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Episode 95: 29029
|
Aug 16, 2022 |
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Episode 94: What is a QCD?
|
Aug 02, 2022 |
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Episode 93: The Hidden Tax Inside Your Retirement
|
Jul 12, 2022 |
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Episode 92: The Tax Surprise that Could Eat You Alive
|
Jul 07, 2022 |
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Episode 91: Protect Your Legacy Roundup
|
Jun 21, 2022 |
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Episode 90: Do I Need a Living Trust?
|
Jun 14, 2022 |
|
Episode 89: 3 Things to Know About Estate Planning
|
Jun 07, 2022 |
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Episode 88: Can You Time the Market?
|
May 24, 2022 |
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Episode 87: Times Like These - The Importance of a Well Thought Out Plan.
|
May 10, 2022 |
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Episode 86: Recession Planning
|
May 03, 2022 |
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Episode 85: Insurance and LTC
|
Apr 26, 2022 |
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Episode 84: Life Insurance - Open-minded
|
Apr 12, 2022 |
|
Episode 83: Roth 5-Year Rule
|
Mar 29, 2022 |
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Episode 82: Will I be in a Lower Tax Bracket?
|
Mar 22, 2022 |
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Episode 81: Tax Diversification
|
Mar 15, 2022 |
|
Episode 80: Taxes with a New Lens
|
Mar 08, 2022 |
|
Episode 79: Smooth Out the Ride
|
Mar 01, 2022 |
|
Episode 78: Where Do I Put My Money if I Don't Need It?
|
Feb 22, 2022 |
|
Episode 77: Risk and Your Retirement
|
Feb 08, 2022 |
|
Episode 76: Market Risk and Lemonade
|
Feb 01, 2022 |
|
Episode 75: Is Your Plan Flexible?
|
Jan 25, 2022 |
|
Episode 74: 2022 Kickoff and Inflation
|
Jan 18, 2022 |
|
Episode 73: Christmas Conversations
|
Dec 21, 2021 |
|
Episode 72: Year-End Wrap-Up
|
Dec 14, 2021 |
|
Episode 71: Why All the Volatility?
|
Dec 07, 2021 |
|
Episode 70: Happy Thanksgiving: A Few Things you Might Not Know About the Special Day!!
|
Nov 23, 2021 |
|
Episode 69: Roth Conversion Warning
|
Nov 16, 2021 |
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Episode 68: Roth Conversion Rules
|
Nov 09, 2021 |
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Episode 67: Tax RMD Overview
|
Nov 01, 2021 |
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Episode 66: LTC and Medicare
|
Oct 28, 2021 |
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Episode 65: Medicare Advantage vs. Supplement
|
Oct 19, 2021 |
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Episode 64:Our Thoughts on Social Security
|
Oct 12, 2021 |
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Episode 63: Social Security 101
|
Oct 05, 2021 |
|
Episode 62: Why Would I Need Life Insurance?
|
Sep 28, 2021 |
|
Episode 61: Ways and Means Tax Changes
|
Sep 21, 2021 |
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Episode 60: Football Season is Here!
|
Sep 16, 2021 |
|
Episode 59: Life Insurance Basics
|
Sep 07, 2021 |
|
Episode 58: Risk & a Plan
|
Aug 31, 2021 |
|
Episode 57: Risk & Care
|
Aug 24, 2021 |
|
Episode 56: How Much is at Risk?
|
Aug 17, 2021 |
|
Episode 55: Sequence of Returns
|
Aug 10, 2021 |
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Episode 54: What Can You Stomach?
|
Aug 03, 2021 |
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Episode 53: Annuities Myth 7
|
Jul 27, 2021 |
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Episode 52: Annuities Myth 5 and 6
|
Jul 20, 2021 |
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Episode 51: Annuities Myth 3 and 4
|
Jul 13, 2021 |
|
Episode 50: Annuities and Myth 1 and 2
|
Jul 06, 2021 |
|
Episode 47: Tax Investments
|
Jun 08, 2021 |
|
Episode 46: Taxes and Spouses
|
Jun 01, 2021 |
|
Episode 45: Travel
|
May 25, 2021 |
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Episode 44: Inflation is Here
|
May 18, 2021 |
|
Episode 43: Biden Tax Plan
|
May 04, 2021 |
|
Episode 42: Pork Carnitas YUM YUM
|
Apr 27, 2021 |
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Episode 41: Junk Drawer
|
Apr 19, 2021 |
|
Episode 40: Inflation Translation
|
Apr 13, 2021 |
|
Episode 39: Trillions to the Moon
|
Apr 06, 2021 |
|
Episode 38: Risk Roundup
|
Mar 30, 2021 |
|
Episode 37: Preservation, NOT Accumulation
|
Mar 23, 2021 |
|
Episode 36: What is Your Score?
|
Mar 16, 2021 |
|
Episode 35: Types of Risk
|
Mar 09, 2021 |
|
Episode 34: Unpredictability
|
Mar 02, 2021 |
|
Episode 33: Roth 101
|
Feb 16, 2021 |
|
Episode 32: Meat on the Bone
|
Feb 09, 2021 |
|
Episode 31: 3 Tax Buckets
|
Feb 02, 2021 |
|
Episode 30: Choice Matters
|
Jan 26, 2021 |
|
Episode 29: More Income
|
Jan 19, 2021 |
|
Episode 28: Do I Have Enough?
|
Jan 12, 2021 |
|
Episode 27: Re “SOLUTIONS”
|
Jan 05, 2021 |
|
Episode 26: Thank You 2020
|
Dec 22, 2020 |
|
Episode 25: Charitable Gifting
|
Dec 15, 2020 |
|
Episode 24: The Gift of a Legacy
|
Dec 01, 2020 |
|
Episode 23: Gratitude
|
Nov 17, 2020 |
|
Episode 22: Holiday Recipe
|
Nov 10, 2020 |
|
Episode 21: Plan for the Holidays
|
Nov 03, 2020 |
|
Episode 20: Are You Ready for the Election?
|
Oct 27, 2020 |
|
Episode 19: Life Insurance CAN BE in Your Plan?
|
Oct 20, 2020 |
|
Episode 18: What Type to Get?
|
Oct 13, 2020 |
|
Episode 17: Why Would I Need Life Insurance
|
Oct 06, 2020 |
|
Episode 16: Win, Lose, or Draw: Election 2020
|
Sep 29, 2020 |
|
Episode 15: Medicare 101
|
Sep 22, 2020 |
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Episode 14: It May Not Seem Fair, but It’s Reality
|
Sep 15, 2020 |
|
Episode 13: Leaving $ on the Table
|
Sep 08, 2020 |
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Episode 12: Making Sense of Social Security
|
Sep 01, 2020 |
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Episode 11: Risk and Your Overall Plan - Part 2
|
Aug 25, 2020 |
|
Episode 10: Risk and Your Overall Plan
|
Aug 18, 2020 |
|
Episode 9: Know The Score
|
Aug 11, 2020 |
|
Episode 8: Risky Business
|
Jul 28, 2020 |
|
Episode 7: Design It, Map It, Build It
|
Jul 28, 2020 |
|
Episode 6: Generating Income
|
Jul 21, 2020 |
|
Episode 5: The Perfect Day
|
Jul 14, 2020 |
|
Episode 4: Sit on the Porch Number
|
Jul 07, 2020 |
|
Episode 3: The Laws They Are a Changin’
|
Jun 30, 2020 |
|
Episode 2: How to Build a Tax Game Plan
|
Jun 23, 2020 |
|
Episode 1: Taxes: Forever, Sometimes, Never
|
Jun 16, 2020 |