Presenters

SCOTT WINSTEAD

Founder of RetireSimply and Retirement Planner Scott brings over two decades of experience helping families prepare for retirement's financial curveballs. With a relatable style and deep expertise, he’s passionate about turning complex financial topics into clear, confident action plans.

FOUNDER & RETIREMENT PLANNER

ANGELA WINSTEAD

Founder of RetireSimply and Licensed Insurance Professional Angela is a second-generation financial professional with a heart for education and empowerment. Known for her approachable delivery, she specializes in helping retirees protect their legacy and navigate healthcare decisions with clarity.

FOUNDER & RETIREMENT PLANNER

JOSEPH TUREK

RETIREMENT PLANNER

Joseph is known for making tax planning approachable and impactful. With a sharp eye for strategy, he helps pre-retirees and retirees uncover ways to keep more of what they’ve earned while creating sustainable income in retirement.

BYRON JIMMERSON

RETIREMENT PLANNER

With experience in both investment planning and insurance strategy, Byron brings a balanced approach to helping clients retire simply. He’s committed to guiding families through every step of the process with clarity, confidence, and care.

NICKOLAS BORTELLS

RETIREMENT PLANNER

With a strong background in investments Nickolas helps clients build personalized strategies that align with their retirement goals. Known for his polished professionalism and personable approach, Nickolas takes pride in making complex financial topics easy to understand.

GUEST HOST

JOE WILSON

Known for his energetic personality and ability to “cut through the noise,” Joe is a natural communicator who believes retirement should be understood—not overwhelming. Joe Wilson brings nearly two decades of experience in the investment and retirement planning space. After years working inside regional financial institutions, he became passionate about simplifying financial concepts so families could make confident, informed decisions about their future.