Episode 102: Interest Rate Risk and Your Plan - Part 1
Retire Simply Podcast
by Scott and Angela Winstead
1y ago
Scott and Angela start a two-part Retire Simply podcast series discussing different strategies that can help you navigate the current bond market and help preserve your investments from the risks associated with rising interest rates. Tune-in next week to hear Part 2! Key takeaways: • What are Interest Rates and How do They Affect Retirement Planning? • The Impact of Rising Interest Rates on Your Savings • How to Manage Your Retirement Plan ..read more
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Episode 101: SECURE Act 2.0
Retire Simply Podcast
by Scott and Angela Winstead
1y ago
President Biden signed the SECURE 2.0 Act into law on December 29, 2022. This legislation makes some notable changes. It is projected to reshape retirement for years to come by making several changes to retirement account rules. Listen in today and Scott and Angela bring you current information about how these changes could affect you. Changes like: • RMD Age has change for many of us • Higher Catch-up Contribution Limit • The Lost and Found for 401(k)s ..read more
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Episode 100: Happy to be Here!
Retire Simply Podcast
by Scott and Angela Winstead
1y ago
This is the 100th episode of the Retire Simply Podcast. We’ve had a lot of fun! It has been a wild and beautiful ride getting to stay connected with you as we aim to guide you throughout retirement! Always bringing you… • the latest retirement updates • tips to help implement them • great recipes and stories that we think you’ll love We are so grateful for you! All the support and appreciation you’ve sent us and the team at Compass Retirement is the fuel that keeps us energized and ready to bring you what you need for these ever-changing times. Looking forward to celebrating episode 200 with y ..read more
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Episode 99: Those Awkward Holiday Conversations
Retire Simply Podcast
by Scott and Angela Winstead
1y ago
Scott and Angela share a few conversation starters to help you get through those holiday parties and social gatherings with friends and family where you might need to fall back on something to get those fun (non-argument-starting) discussions going ..read more
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Episode 98: A Wild Year in the Rearview Mirror and a Look Ahead to 2023
Retire Simply Podcast
by Scott and Angela Winstead
1y ago
Scott and Angela discuss the crazy year we just experienced, from market volatility to inflation and everything that can threaten your retirement. Then, the duo takes a look at the upcoming year and what you can address in your retirement plans. Key takeaways: * Reviewing the Headwinds of 2022 - GDP - Inflation - Interest Rates - US Market * Looking ahead to 2023 * Benefits of a solid Retirement Plan * Primary areas to address ..read more
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Episode 97: It’s Your Time Ladies!
Retire Simply Podcast
by Scott and Angela Winstead
1y ago
In today's podcast Angela shares that she's back out in the community hosting Retire Simply Women Events. Women typically face many different challenges and obstacles than men in their retirement. Listen in today as Angela shares with you some of women’s top concerns and ideas about how to find your way through today’s retirement landscape ..read more
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Episode 94: What is a QCD?
Retire Simply Podcast
by Scott and Angela Winstead
1y ago
Give and receive. If you are like many of the people, we get to help, and you like to give. Some of you give of your money, some of you give of your time, and some of you give both! If money is a part of your giving equation, then we have an idea you. Have you ever considered Qualified Charitable Distributions? Wouldn’t it be nice to give AND receive? Source: https://www.fidelity.com/learning-center/personal-finance/retirement/qcds-the-basics ..read more
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Episode 87: Times Like These - The Importance of a Well Thought Out Plan.
Retire Simply Podcast
by Scott and Angela Winstead
2y ago
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 ..read more
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Episode 85: Insurance and LTC
Retire Simply Podcast
by Scott and Angela Winstead
2y ago
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 ..read more
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Episode 84: Life Insurance - Open-minded
Retire Simply Podcast
by Scott and Angela Winstead
2y ago
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 ..read more
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