Winston & Companies

10/07/2026

6 Things To Do if Retirement is 6 Years Away

Six years may sound like plenty of time, but the choices you make today can have a major impact on your retirement lifestyle tomorrow. 🌴💰

In this video, Winston Stevenson with Winston & Companies and Erin Kennedy cover 6 important steps to take before you retire, including:
🏖️ Test-drive your dream retirement destination before you commit.
🏡 Complete home repairs and renovations while you're still earning.
🤝 Start volunteering now to build purpose and community beyond your career.
🏥 Prepare for rising healthcare costs—even with Medicare.
📈 Develop a smart Social Security claiming strategy to help maximize your lifetime benefits.
👨‍💼 Work with a financial advisor to create a personalized retirement income plan.
A little planning today can help you retire with greater confidence tomorrow. ✅
If you'd like to start checking these important items off your retirement checklist, give Winston a call at 602 456-1928 or visit www.WinstonandCompanies.com

10/07/2026

When you leave a job, your old 401(k) doesn’t have to be forgotten.

Compare 5 options for an old employer retirement plan.

10/05/2026

Even when two retirees have similar savings, incomes, and lifestyles, their financial outcomes can differ significantly.

Even if they saved the same amount.

09/30/2026

7 Retirement Myths… BUSTED!

When it comes to retirement planning, some of the biggest mistakes aren’t caused by market volatility... they’re caused by assumptions that sound true, but aren’t always. To make sure you're not surprised, Winston Stevenson with Winston & Companies and Erin Kennedy break down these myths:
💰 Will Social Security really disappear?
🏠 Can you skip long-term care planning if you want to stay home?
🏥 Will Medicaid or Medicare cover all your long-term care costs?
📈 Do investment returns stop mattering once you retire?
💵 Should you avoid spending your principal?
🧾 Will your taxes automatically be lower in retirement?
🎯 And do you really need to hit a magic number like $1 million before you can retire?
In this interview, we’re separating retirement fact from fiction and breaking down what these myths could mean for your financial plan. To create a retirement plan based on facts, not myths, please call Winston at 602 456-1928 or visit www.WinstonandCompanies.com

09/24/2026

Taking time to plan your finances now

Prep today means fewer regrets tomorrow.

09/23/2026

Are Bonds Still the Best Way to Manage Risk?

📊 For decades, bonds have been the go-to investment for managing risk. But is that still true in today's market?
📈 With inflation remaining elevated and interest rates potentially moving higher, many investors are asking whether the traditional 60/40 portfolio is enough.
In this interview, Shane Stevenson with Winston & Companies and Erin Kennedy discuss:
✅ Why bonds may not provide the same stability they once did
📉 What 2022 taught investors about diversification
🛡️ How fixed indexed annuities, structured notes, and buffered ETFs may fit into a risk management strategy
🤔 The questions to ask before making changes to your portfolio
Every investor's goals and risk tolerance are different, which is why it's important to understand all of your options before making investment decisions.
To learn more about how to balance growth, income, and protection in today's market, give Shane a call at 602 456-1928 or visit www.WinstonandCompanies.com

09/22/2026

Get valuable insights in just 5 minutes with a quick, easy-to-understand overview designed to help you make informed decisions faster.

Discover your Risk Number® with this simple quiz.

09/17/2026

A little planning today can provide greater confidence and flexibility when life takes an unexpected turn.

These money moments hit hard. Stay prepared.

09/16/2026

💰 Can You Convert an Inherited an IRA to a Roth?

Inheriting a traditional IRA can feel like a financial windfall, but it can also come with complicated tax rules and important decisions.
Can you convert an inherited traditional IRA to a Roth IRA? The answer depends on your relationship to the original account owner, and making the wrong move could create an unexpected tax bill. ⚠️
In this interview, Shane Stevenson with Winston & Companies and Erin Kennedy break down:
🔹 What surviving spouses need to know about Roth conversions
🔹 Why non-spouse beneficiaries face different rules
🔹 How the SECURE Act’s 10-year rule impacts inherited IRAs
🔹 Key tax considerations before taking withdrawals
🔹 What beneficiaries should think about before making any changes
If you’ve inherited an IRA, or if you may inherit one in the future, Shane can help you understand all your options. To learn what you need to know before making your next move, please call 602 456-1928 or visit www.WinstonandCompanies.com

09/16/2026

Invest with confidence!

Your Risk Number® empowers you. Find out how.