The Florida Retirement Podcast
It’s never too early – or too late – to get informed about sound financial planning. Murrell Winter hosts “The Florida Retirement Podcast,” which covers the wide array of topics that should be considered when mapping out a road to retirement or a wealth management strategy. Investment, 401(k) rollovers, legacy planning, and many topics in-between will be visited with new episodes posted weekly. Stay up to date on the ever-changing economic landscape and get informed by a financial professional to increase your confidence in building the future you envision for yourself.
Episodes
What if legacy planning isn’t just for the ultra-wealthy? In this episode, financial advisor Murrell Winter reveals why everyone should think about their legacy—no matter their net worth. Discover the emotional and practical sides of passing on wealth, the surprising statistics about generational inheritance, and how simple conversations and the right documents can shape your family’s future. Real stories, actiona...
What happens when the million-dollar contracts and viral brand deals suddenly stop? Financial advisor Murrell Winter reveals the biggest financial blind spots facing influencers and athletes, from tax troubles to the dangers of living for today. Discover why a long-term plan, protecting your principal, and paying your future self, first, matters more than flashy spending. Real stories, practical advice, and mindset shifts for anyon...
What do a retired CIA agent and a logistics executive have in common? They both turned to a powerful tax-focused retirement planning tool developed by a PhD from MIT. In this episode of The Florida Retirement Podcast, Murrell Winter explore how this software helps retirees reduce taxes, optimize income, and plan legacies with clarity and confidence. Learn how simplicity, smart distribution strategies, and long-term tax plannin...
What if your financial advisor panicked and sold everything at the bottom of the market? In this episode of The Florida Retirement Podcast, Kacey and Murrell Winter explore MarketGuard—a rules-based investment strategy designed to reduce emotional decision-making and tailor portfolios to individual risk tolerance. Learn how this approach uses algorithms and CFA oversight to navigate volatility, minimize fees, and offer f...
What happens when retirees want to give while they’re still around to see the impact? In this episode, Kacey and Murrell explore the growing trend of grandparents gifting money directly to grandkids—and the smart ways to do it. They also break down how to make the most of a Roth IRA despite its limits, and why waiting on the Fed might not be a retirement strategy. From tax-smart giving to long-term planning, this episod...
What if your retirement plan includes going back to work? In this episode, Kacey and Murrell break down why advice like “cut spending” or “get a part-time job” might signal poor planning—not smart strategy. They also dive into the real factors behind when to claim Social Security, how to manage risk beyond the stock market, and why your retirement “speed” matters more than you think. Whethe...
On this episode of the Florida Retirement Podcast, Murrell discusses the challenges of retirement planning amidst economic uncertainty, the significance of Roth conversions and tax strategies, and the potential financial risks in retirement portfolios. They emphasize the importance of tailored financial advice and proactive planning to ensure a secure retirement.
Ready to build your retirement plan? Click here to connect with Murre...
On this episode of the Florida Retirement Podcast, Murrell discusses the current state of the stock market, the importance of having a clear retirement strategy, and the challenges faced by parents supporting adult children financially. They emphasize the need for financial boundaries and the importance of creating a comfortable environment for clients at Swan Retirement Strategies.
Ready to build your retirement plan? Click here t...
In this episode of the Florida Retirement Podcast, Murrell discusses the many advantages of retiring in Florida. He explores the state's warm climate, tax benefits, cost of living, and community aspects that make it appealing for retirees. Murrell also addresses potential risks such as hurricanes and insurance rates plus shares success stories of clients who have thrived in their retirement after moving to Florida. The conversation...
In this episode of the Florida Retirement Podcast, Murrell discusses the intricacies of annuities, including their definitions, current rates, types, and personalized strategies for retirement planning. He emphasizes the importance of understanding how annuities can provide financial security and guaranteed income, especially in today's high-interest-rate environment. The conversation also highlights the need for tailored financial...
In this episode, Murrell Winter discusses the essential factors to consider when planning for retirement. He explores how to determine the amount needed for retirement, the impact of inflation, tax considerations, strategies to ensure financial longevity, the importance of preparing for healthcare costs, and the implications of debt on retirement planning. Murrell emphasizes the need for personalized guidance and planning to naviga...
In this episode, Murrell Winter explores the often-overlooked topic of alternative investments. He discusses what qualifies as alternative investments, their benefits, misconceptions, and various types including real estate, private equity, hedge funds, and cryptocurrencies.
The conversation emphasizes the importance of diversification and risk management in retirement portfolios, and concludes with success stories demonstrating th...
In this episode, Murrell Winter discusses essential topics related to retirement investing. He covers the foundational aspects of building a retirement portfolio, including stocks, bonds, real estate, and guaranteed contracts. Murrell emphasizes the importance of understanding risk tolerance and time horizon when determining asset allocation.
The conversation also touches on emerging trends in investing, particularly alternative in...
In this episode, Murrell Winter discusses the Florida DROP program, its benefits for state employees, and the enrollment process. He delves into the tax implications of DROP payouts, share success stories, and explore the future of the program.
The conversation emphasizes the importance of planning and staying informed about retirement options.
Ready to build your retirement plan? Click here to connect with Murrell and the tea...
In this episode of the Florida Retirement Podcast, Murrell Winter delves into the essentials of 401(k) plans, discussing their historical context, the differences between traditional and Roth 401(k)s, and the importance of employer matching. He also covers when and how to access 401(k) funds, managing 401(k) accounts after job changes, maximizing contributions, and the implications of inheriting a 401(k). This comprehensive guide a...
In this episode of the Florida Retirement Podcast, Murrell Winter discusses the implications of recent tax changes and proposed policies under President Trump's administration. He explores the impact of the Tax Cuts and Jobs Act of 2017, potential future tax proposals, and the challenges posed by Congress and the judicial system.
The conversation emphasizes the importance of proactive financial planning for retirees and the middle ...
It’s never too early – or too late – to get informed about sound financial planning. Murrell Winter hosts “The Florida Retirement Podcast,” which covers the wide array of topics that should be considered when mapping out a road to retirement or a wealth management strategy. Investment, 401(k) rollovers, legacy planning, and many topics in-between will be visited with new episodes posted weekly. Stay up...
In the inaugural episode of the Florida Retirement Podcast, financial planning specialist Murrell Winter discusses the importance of financial education and planning for retirement. Murrell shares his personal journey into the financial advising industry, the founding of Swan Retirement Strategies, and addresses common misconceptions about financial advisors.
The episode emphasizes the significance of finding the right advisor and ...
In this episode of the Florida Retirement Podcast, financial planning specialist Murrell Winter discusses essential red flags retirees should be aware of when planning for retirement.
The conversation covers various topics including the importance of understanding financial advisors, tax planning, communication within families, stock market risks, the implications of age in financial advising, estate planning, and the impact of inf...
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