The Florida Retirement Podcast

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 highlig...

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 personali...

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 wi...

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 inv...

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...

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...

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 pl...

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...

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 significanc...

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, est...