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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
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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
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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.
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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.
Presenters
GUEST HOST
KRISTIN OAKLEY
Kristin is a professional speaker, emcee, on-camera presenter and Personal Empowerment Coach™ with over 20 years of public speaking and presenting experience across multiple industries. She spent 12 years as an on-camera host and professional spokesperson, traveling throughout North America as a presenter for top brands within the automotive, technology, and financial services industries – and was even a guest presenter on QVC!