Tax Smart Retirement Podcast

Charles Winfrey
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  • Investing
  • Updated Weekly

Welcome to The Tax-Smart Retirement Podcast, the go-to podcast for anyone looking to take charge of their financial future. Hosted by Charles Winfrey of The Rollover Company, each episode dives into the essentials of 401(k) planning, lump-sum pensions, and IRAs with straightforward information and practical advice. Charles brings his experience as a financial advisor to the mic, making complex topics easy to understand for listeners at any stage of their financial journey. Tune in to each new episode of The Tax-Smart Retirement Podcast for lively discussion packed with real-world tips and professional insights that will help you make smarter decisions and roll over your financial concerns into confidence!

Episodes

  1. Jun 30

    Why Planning Backward Might Be the Smarter Route to Retirement

    What if planning forward is the wrong way to retire? This episode flips the script on traditional retirement planning by exploring a “reverse engineering” approach, starting with your end goal and working backward to build a strategy. The conversation breaks down why relying on investments alone can miss key factors, and how taxes, income timing, healthcare, and estate planning all intersect. It also tackles common misconceptions about lower taxes in retirement, the risks of stacked income streams, and why Roth conversion decisions go beyond simple calculators. The focus stays on building a comprehensive plan that aligns with real-life goals, not just numbers on a page.     Hear The Tax Smart Retirement show every Sunday at 6am WAMJ 107.5/97.5 Powered by The Rollover Company. For more information and to schedule a complimentary consultation with Charles Winfrey, visit www.Rollovercompany.com. See omnystudio.com/listener for privacy information.

    28 min

  2. Jun 23

    From Layoffs to Tax Wins: The Retirement Playbook You Need

    What happens when life throws a curveball right before retirement? Charles Winfrey breaks down practical strategies to stay on track, whether you’re facing a sudden layoff, questioning your readiness, or looking to maximize your long-term tax efficiency. This episode explores how to realistically assess your financial position, avoid costly mistakes during income gaps, and use tools like Roth conversions to create more control over your retirement income. From stress-testing your plan to identifying smart tax opportunities, you’ll walk away with a clearer framework for making confident, informed decisions about your future. Hear The Tax Smart Retirement show every Sunday at 6am WAMJ 107.5/97.5 Powered by The Rollover Company. For more information and to schedule a complimentary consultation with Charles Winfrey, visit www.Rollovercompany.com.   See omnystudio.com/listener for privacy information.

    29 min

  3. Jun 15

    From Paycheck to Paycheck… to Retirement: Are You Really Ready?

    What happens when the paycheck stops, but life doesn’t? In this episode, Charles Winfrey of The Rollover Company breaks down the realities of retirement planning beyond just saving money. With decades of experience helping pre-retirees and retirees, Winfrey explains why building a sustainable income strategy is critical to maintaining your lifestyle. From navigating taxes and healthcare costs to creating reliable income streams, this conversation highlights the importance of a comprehensive, evolving financial plan. You’ll also hear how a family-oriented approach to advising builds trust and clarity during major life transitions. If you’ve ever wondered how to turn your savings into a lasting retirement paycheck, this episode offers practical perspective on planning smarter for the future. Hear The Tax Smart Retirement show every Sunday at 6am WAMJ 107.5/97.5 Powered by The Rollover Company. For more information and to schedule a complimentary consultation with Charles Winfrey, visit www.Rollovercompany.com. See omnystudio.com/listener for privacy information.

    17 min

  4. Jun 15

    Social Security Secrets: What You Need to Know Before Retirement

    Social Security is evolving and understanding how it works today is critical for your retirement future. In this episode, Charles Winfrey breaks down the current state of Social Security, including the financial pressures facing the system and what they could mean for future benefits. Learn how taxes can impact your Social Security income, why up to 85% of benefits may be taxable depending on your total income, and how smart planning can help you keep more of what you earn. Charles also shares practical strategies to help you make informed claiming decisions, manage income streams, and build a more resilient retirement plan in an uncertain economic landscape. Hear The Tax Smart Retirement show every Sunday at 6am WAMJ 107.5/97.5 Powered by The Rollover Company. For more information and to schedule a complimentary consultation with Charles Winfrey, visit www.Rollovercompany.com. See omnystudio.com/listener for privacy information.

    11 min

  5. Jun 15

    Stop Overpaying the IRS: Smart Tax Moves for Retirement, Athletes & Your Legacy

    Tax planning isn’t one-size-fits-all, especially when retirement, athletic careers, and legacy goals collide.   In this episode, Charles Winfrey breaks down how proactive tax strategies can help retirees preserve income, athletes manage short high-earning windows, and families protect wealth for future generations. From navigating required distributions and Social Security taxes to structuring income and beneficiary designations, the conversation highlights why timing, strategy, and long-term planning matter. The episode also explores how thoughtful legacy planning can reduce tax burdens and ensure assets transfer efficiently. Whether you’re planning for retirement, managing peak earnings, or thinking about what you’ll leave behind, this discussion offers a clear look at smarter ways to control your tax story.   Hear The Tax Smart Retirement show every Sunday at 6am WAMJ 107.5/97.5 Powered by The Rollover Company. For more information and to schedule a complimentary consultation with Charles Winfrey, visit www.Rollovercompany.com. See omnystudio.com/listener for privacy information.

    19 min

  6. Jun 15

    Tax Smart Retirement Podcast Trailer

    Welcome to The Tax-Smart Retirement Podcast, the go-to podcast for anyone looking to take charge of their financial future. Hosted by Charles Winfrey of The Rollover Company, each episode dives into the essentials of 401(k) planning, lump-sum pensions, and IRAs with straightforward information and practical advice. Charles brings his experience as a financial advisor to the mic, making complex topics easy to understand for listeners at any stage of their financial journey. Tune in to each new episode of Tax-Smart Retirement Podcast for lively discussion packed with real-world tips and professional insights that will help you make smarter decisions and roll over your financial concerns into confidence! See omnystudio.com/listener for privacy information.

    2 min

Trailer

About

Welcome to The Tax-Smart Retirement Podcast, the go-to podcast for anyone looking to take charge of their financial future. Hosted by Charles Winfrey of The Rollover Company, each episode dives into the essentials of 401(k) planning, lump-sum pensions, and IRAs with straightforward information and practical advice. Charles brings his experience as a financial advisor to the mic, making complex topics easy to understand for listeners at any stage of their financial journey. Tune in to each new episode of The Tax-Smart Retirement Podcast for lively discussion packed with real-world tips and professional insights that will help you make smarter decisions and roll over your financial concerns into confidence!

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