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 planning can reshape your retirement outlook—and your family's future.

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

Follow us on social media: Facebook | Instagram

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&nbsp;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 planning can reshape your retirement outlook&mdash;and your family's future.
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

From CIA Agent to Tax Strategy: Real Retirement Wins

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>

From Survival to Strategy: Gen X’s Retirement Wake-Up Call

What happens when decades of federal service meet the maze of retirement planning? In this episode of the Florida Retirement Podcast, host Murrell Winter breaks down the unique challenges and opportunities facing federal employees as they transition into retirement. From understanding pensions, TSPs, and survivor benefits to avoiding common tax pitfalls and probate headaches, Murrell shares practical strategies to turn confusion into clarity. Whether you’re facing a buyout, planning your legacy, or just want to make the most of your hard-earned benefits, this conversation is packed with insights for a smoother retirement journey.

 

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

Follow us on social media: Facebook | Instagram

What happens when decades of federal service meet the maze of retirement planning? In this episode of the Florida Retirement Podcast, host Murrell Winter breaks down the unique challenges and opportunities facing federal employees as they transition into retirement. From understanding pensions, TSPs, and survivor benefits to avoiding common tax pitfalls and probate headaches, Murrell shares practical strategies to turn confusion into clarity. Whether you&rsquo;re facing a buyout, planning your legacy, or just want to make the most of your hard-earned benefits, this conversation is packed with insights for a smoother retirement journey.
&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>

From CIA Agent to Tax Strategy: Real Retirement Wins

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