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

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.

06/03/2026

I encounter a lot of people with old 401(k)’s, 403(b)’s, and IRA’s that have remained uninvested for a long time.

People either don’t know what to do or don’t think it matters to get it looked into.

But what are the costs of not fixing it?

If you kept 25k in old 401(k) uninvested in cash for the past 10 years(you’d be surprised how much I see this), you could have missed out on the over 300% return the market has given us over the past 10 years.

That 25k could have turned into over 75k by now. That’s the cost of just hoping for the best.

Unsure if you have lingering old retirement accounts? There are actually ways to search for old ones you might have. I help people do this all the time.

It’s a no brainer to see if there are ways I can help. Feel free to like this post or send me a message if you’re curious.

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06/01/2026

You simply have to have an emergency fund for when the unexpected happens in life.

Whether it’s the HVAC, your car’s transmission, or a belly in your sewer (currently dealing with this), you need accessible cash for life’s emergencies that inevitably arise.

I tell everyone who will listen that you need 3-6 months of non-negotiable expenses in savings. Some can get by with more or less, but 3-6 months is a healthy number to shoot for.

Once you have this established, and only then, you start looking at more exciting planning opportunities that can offer higher yields.

Curious how and where to build this type of account? Or already have one and looking for the next thing to build? Book a complimentary discovery call with me.

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05/29/2026

Do you make more than 100k per year?

If so, you pay more in taxes than roughly 70% of Americans.

Yet I see people in this situation making the same financial planning moves as everyone else. Then they wonder why it doesn’t work out as well as they would like.

The fact of the matter is that if you make six figures as a family, you are different from most people. The cookie-cutter advice and strategies that everyone else use simply aren’t optimized for your situation.

But why is this?

Because you actually pay a meaningful amount of taxes!

You have to be strategic about when, how, and why you pay taxes if you are a six figure family. If you don’t think about it and optimize it, you are going to be leaking value from your financial plan.

I find tax alpha in just about every introductory conversation I have with people. It’s as simple as shifting WHERE you are saving money.

Tired of settling for what everyone else is doing? Reach out to me. I know I’ll create value for your situation.

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05/27/2026

You’re in your 40s or 50s. Life has never been busier or more stressful, but why?

People in this age range are getting crushed from two directions because they are usually caring for both growing children and aging parents. The mental strain of this alone is enough to bring most to the brink of a breakdown, but the financial strain is typically extreme too.

When you add on the fact that these are usually your best earning years when you would like to be preparing and saving for retirement, the weight of all of these considerations drives most people to inaction.

This age range is arguably the hardest bit to get through in life.

I’ve found great success in helping people manage all of these competing priorities. My clients in this demographic tell me that they feel great peace of mind knowing what they need to do to make all of their goals a reality.

Anything about this resonate with you? Reach out to me to see if you are a candidate for the work that I do to help people in this exact situation.

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