Noah Winstead, CFA, CFP - Strategic Wealth Partners - Northwestern Mutual

07/13/2026

What’s your plan for turning your retirement nest egg into an income stream?

Building wealth and creating a retirement nest egg isn’t the most complicated thing in the world.

Most people know that you need to save money, invest it, and let it grow to be able to retire one day.

Shifting from the saving mindset to the spending mindset is something that takes most pre-retirees and retirees by surprise.

That’s why doing a retirement analysis with us at Strategic Wealth Partners gives people such peace of mind.

We get to know your situation inside and out, show you what you are on track for, and help you make a plan to make your dream retirement possible.

The last thing I want is for you to end up trading job stress for market stress once retirement rolls around. Don’t leave your peace of mind in retirement up to chance - reach out to me and get a clear picture of your retirement.

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07/08/2026

Another big segment of my clientele that I’ve been able to help is people who work in the oil and gas industry.

From people who work on the rigs all the way up to executives, the compensation and benefits of this kind of work can be substantial.

Here are some things that I’ve helped workers in the oil field accomplish over the years:

1. Make sure to maximize the company match on the 401k, plus making the decision on Roth vs. Traditional contributions
2. Save money in places outside of just retirement accounts to make sure an early retirement is feasible
3. Get life insurance beyond just what is provided through their company to make sure they have appropriate coverage indefinitely

People in this industry can do very well for themselves if they make the right moves. Give my page a follow if you work in oil and gas or know someone who does.

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07/06/2026

Nurses and nurse practitioners have the skills and income potential to set themselves up for long term financial independence.

They often have good 403(b) plans or 401(k) plans available to them at their hospitals and clinics that provide generous employer matches, get substantial health and disability insurance benefits from their employers, and earn decent salaries.

So why do so many of them still fall behind financially? The same reason as everyone else. They don’t have a savings and cash flow plan.

I’ve talked to dozens of medical professionals who have no clue where all the money they make goes. By the time we calculate their savings rate, it usually comes out to under 10% of their income.

They don’t have a pension to rely on like their teacher friends either. They have to save enough money to retire on their own usually.

That means a 20% savings rate is the minimum to set them up for long term financial independence and retire early.

This is all daunting. That’s why a competent and trustworthy partner like myself is often the missing link to making financial independence a reality.

Curious how to get on track? Reach out to me to schedule a complimentary introductory call. You’ll get my financial planning 101 and leave the meeting more educated than you entered it. Plus we can see if you are a candidate for the more detailed work I do. Win-Win.

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I've had a great time seeing a world cup match and frequently visiting the FIFA fan fest here in KC!

07/01/2026

If you had a child between 2025 and 2028, you can claim their $1,000 of seed money in a Trump account by taking a few simple steps.

All you need to do to claim this money is file a simple form and open the account for your kid. If you need help navigating this, I’ll help you do it on a complimentary phone call.

Once we knock out securing this money for your kid, I’ll give a brief introduction to how I specialize in helping families think strategically about building wealth for their families. It’s a win-win.

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06/29/2026

Had a great time over the past few weeks catching up with family and seeing my Mississippi clients in person.

It was a great reminder of why life is worth living - family and relationships that bring a smile to your face.

I’m coming back with a clear sense of my why, and I can’t wait to help dozens of more families clarify and improve upon their savings strategy and financial goals throughout the rest of this year.

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Uncle Noah was tearing it up at the Basketball game at the Neshoba County Fair!

06/15/2026

So who should reach out or be open to an introductory call with me and my firm?

Long story short, just about anyone. I’ve yet to meet a person that I couldn’t at least provide some useful nugget of advice to in an introductory call, even if they end up not being a fit for the work I do at the moment. Better yet, the introductory call is complimentary, no surprise bills or anything of that nature.

The purpose of the first call is for me to explain how I help people with their personal finances, why people choose to work with me, and discuss how I get paid. I then turn the conversation to getting to know your financial situation to see if you are a candidate for the work I do.

Sometimes, I’m unable to help until you accomplish a few things on your own. Sometimes clients aren’t interested in what I offer. Sometimes, I see incredible amounts of opportunity to help someone. No matter what, we leave with no hard feelings and the knowledge that we had a productive conversation.

Ever felt hesitant to reach out or schedule a meeting with me? I hope this can help take some of that pressure off.

I’m on a mission to make as much impact as possible in the lives of my clients. I’d love for you and your family to benefit from that.

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Can't wait to be back in Mississippi for the fair this weekend!

06/12/2026

Ever felt like you needed to run the numbers by someone before making a big decision like buying a house, upgrading your car, or jumping to a new job?

A lot of people are surprised to hear that most of my job is providing advice or being a soundboard on these exact topics.

Just this week, I helped people shuffle around some debt for more advantageous interest rates, walked through the math on buying a dream house, and crunched the numbers on if someone could comfortably start their own business.

A big part of my job feels like therapy around life decisions, and I love that.

Have any financial questions burdening you? Take advantage of my complimentary discovery call. It’s a 30 minute window where you can ask me anything, and I’ll give you an honest assessment of what the best path forward is.

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Had to replace my sewer pipe yesterday, and I'm glad I knew how to answer my own financial questions haha!

06/10/2026

So when should you take social security benefits?

Like most things in life, the unfortunate answer is that it just depends.

Full retirement age for anyone born after 1960 is age 67, but you generally have the ability to start taking benefits as early as age 62 or delay it as far as age 70.

Taking benefits at 62 gives you roughly 70% of the income you would be eligible to claim at 67. Waiting until 70 gives you 124% of the benefit approximately.

On a $40k per year annual full retirement age benefit, that implies a $28k annual income at 62 or a $49,600 benefit if waiting until 70.

That means you break even on the decision to wait until full retirement age around age 80 as opposed to taking it early at age 62.

Keep in mind that there are many more things to consider than just these figures, particularly as it pertains to earned income reducing claimable benefits prior to full retirement age.

Sound confusing? You’re not alone. That’s why we offer a complimentary social security maximization strategy session to all potential clients.

I think you’ll see the value of my advice and want to look into more after seeing what I have to offer.

Curious what your analysis looks like or know someone else approaching their later 50s or early 60s? Reach out to me or follow my page for more insights.

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Finished second at the Midtown Golf Club Member-Guest tourney last Friday!

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06/08/2026

Mississippi State’s baseball season came to an end yesterday.

Most people are talking about what happened over the past few days, but I’m thinking about the mistakes we made months ago.

Getting swept by Tennessee and losing the Auburn and Texas A&M series made us drop out of national seed contention to the 14 seed, which put us on a collision course with a team that simply had our number all year.

This reminds me of how the actions we take today with our financial planning will set us up for success (or failure) years and decades from now. Whether it’s making the leap to a new opportunity that could pay more money or making the sacrifices necessary to save money for the future, you are doing things today that will either pay off or cost you in the future.

Curious what future you needs current you to be doing? Let’s talk.

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06/05/2026

A lot of people are freaking out about AI right now. Particularly about how it affects markets and jobs. It’s all noise.

These same people probably freaked out about the internet, the telephone, the steam engine, and every other meaningful technology humans have created.

The common thread that technological advancement has lead to is that humans get progressively more comfortable and well off compared to past generations. This leads to more wealth. This leads to adequate returns on investment and greater prosperity for those who are prudent enough to save and invest.

I don’t really care about what the next AI model does beyond how it can help me help my clients and make a bigger impact on their lives. You shouldn’t bother yourself with it too much either.

Invest for the long run. Build a plan and follow the plan. Pretty simple.

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Don't focus on the clouds! The calm prevails over the long haul.