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 Murrell and the team today!

Follow us on social media: Facebook | Instagram

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 <a href="https://calendly.com/sleepwellatnight/30min">here</a> to connect with Murrell and the team today!
Follow us on social media: <a href="https://www.facebook.com/SWANRetirementStrategies">Facebook</a> | <a href="https://www.instragram.com/swanretirementstrategies">Instagram</a>

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.

It&rsquo;s never too early &ndash; or too late &ndash; to get informed about sound financial planning. Murrell Winter hosts &ldquo;The Florida Retirement Podcast,&rdquo; 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.

The Florida Retirement Podcast

Roth Conversions Can Significantly Extend Portfolio Longevity

Scrolling before bed can age your brain—and ignoring financial bad habits can age your retirement plan. In this episode, financial advisor Murrell Winter reveals the common money missteps that quietly sabotage your nest egg, from delaying savings and missing employer matches to borrowing from retirement accounts and underestimating expenses. Discover why budgeting, diversifying your accounts, and planning for the unexpected are crucial for a healthy financial future. Whether you’re climbing toward retirement or navigating the descent, learn how to break habits that could cost you years of financial security.

 

Ready to build your retirement plan? Click here to connect with Murrell and the team today!

Follow us on social media: Facebook | Instagram

Scrolling before bed can age your brain&mdash;and ignoring financial bad habits can age your retirement plan. In this episode, financial advisor Murrell Winter reveals the common money missteps that quietly sabotage your nest egg, from delaying savings and missing employer matches to borrowing from retirement accounts and underestimating expenses. Discover why budgeting, diversifying your accounts, and planning for the unexpected are crucial for a healthy financial future. Whether you&rsquo;re climbing toward retirement or navigating the descent, learn how to break habits that could cost you years of financial security.
&nbsp;
Ready to build your retirement plan? Click <a href="https://calendly.com/sleepwellatnight/30min">here</a> to connect with Murrell and the team today!
Follow us on social media: <a href="https://www.facebook.com/SWANRetirementStrategies">Facebook</a> | <a href="https://www.instragram.com/swanretirementstrategies">Instagram</a>

Break These Bad Money Habits Before They Break Your Future

As the days get shorter and the year winds down, it’s not just your home that needs a seasonal checkup—your finances do too. In this episode, financial advisor Murrell Winter breaks down the essential end-of-year financial checklist, from maximizing retirement contributions and Roth conversions to using up FSA funds and making strategic charitable donations. Discover practical ways to reduce your tax bill, set meaningful goals, and start the new year on solid financial ground. Whether you’re nearing retirement or just want to make smarter money moves, this episode covers the must-do tasks before the calendar flips.

 

Ready to build your retirement plan? Click here to connect with Murrell and the team today!

Follow us on social media: Facebook | Instagram

As the days get shorter and the year winds down, it&rsquo;s not just your home that needs a seasonal checkup&mdash;your finances do too. In this episode, financial advisor Murrell Winter breaks down the essential end-of-year financial checklist, from maximizing retirement contributions and Roth conversions to using up FSA funds and making strategic charitable donations. Discover practical ways to reduce your tax bill, set meaningful goals, and start the new year on solid financial ground. Whether you&rsquo;re nearing retirement or just want to make smarter money moves, this episode covers the must-do tasks before the calendar flips.
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Ready to build your retirement plan? Click <a href="https://calendly.com/sleepwellatnight/30min">here</a> to connect with Murrell and the team today!
Follow us on social media: <a href="https://www.facebook.com/SWANRetirementStrategies">Facebook</a> | <a href="https://www.instragram.com/swanretirementstrategies">Instagram</a>

Roth Conversions, FSA Deadlines, and Tax Moves—Act Before Time Runs Out

Is Gen X really facing a retirement crisis, or is there a smarter way forward? In this episode, financial advisor Murrell Winter of Swan Retirement Strategies unpacks the real challenges Gen Xers face—from chasing the elusive $1.6 million goal to fears of outliving savings and the reality of working in retirement. Discover why one-size-fits-all advice falls short, how simple tools like balance sheets and budgets can change your outlook, and what steps you can take now to shift from survival mode to strategic planning. If you’re ready to rethink your retirement game plan, this conversation is for you.

 

Ready to build your retirement plan? Click here to connect with Murrell and the team today!

Follow us on social media: Facebook | Instagram

Is Gen X really facing a retirement crisis, or is there a smarter way forward? In this episode, financial advisor Murrell Winter of Swan Retirement Strategies unpacks the real challenges Gen Xers face&mdash;from chasing the elusive $1.6 million goal to fears of outliving savings and the reality of working in retirement. Discover why one-size-fits-all advice falls short, how simple tools like balance sheets and budgets can change your outlook, and what steps you can take now to shift from survival mode to strategic planning. If you&rsquo;re ready to rethink your retirement game plan, this conversation is for you.
&nbsp;
Ready to build your retirement plan? Click <a href="https://calendly.com/sleepwellatnight/30min">here</a> to connect with Murrell and the team today!
Follow us on social media: <a href="https://www.facebook.com/SWANRetirementStrategies">Facebook</a> | <a href="https://www.instragram.com/swanretirementstrategies">Instagram</a>

Roth Conversions Can Significantly Extend Portfolio Longevity

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