Kyle Winkley - Northwestern Mutual

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Kyle Winkley - Northwestern Mutual

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Financial planning for blue collar business owners, executives & families - RICP - Board Certified Retirement Income Planner
| Winkley Wealth Management | Tax strategies | Business Planning | EXCEL STILL MORE

10/07/2026

Her old advisor found out the $850K was transferring, he called her in a panic.

His only argument to get her to stay: “Well, we were on track to get you 10% this year.”

Promising a 10% return in an up market is about the weakest defense an advisor can make.

A rising tide lifts every boat.
Anyone can buy a low-cost index fund for practically nothing and ride the market up.

When someone pays an advisory fee, they should be paying for comprehensive planning:

Tax strategies
Structured distribution schedules
Exit planning
Downside protection when things turn
Family Office Style Coordination

If an advisors only pitch when you walk out the door is the return they hoped to hit during a bull run…

they were managing an account ... not bringing value now & strategy to your future.

09/09/2026

Looking forward to speaking to a great group of business owners next month!

If you are a roofer you are missing you if you aren't in Limitless Roofing Group!

09/04/2026

I was explaining to my girls that they got $250 gifted to them in their Trump Accounts.

I told them that at 18 the money is theirs and they can spend it on anything, but it is ideally designed for college or starting a business.

My middle daughter said …

“Yeah … but I want a puppy instead.”

That sums up what a lot of financial models miss.

Human Beings. Be-ing Humans.

You can have the best spreadsheet logic and a clear long-term plan.

You can never take human emotion out of financial decision making.

Money is always tied to emotion, desire, and human nature.

08/21/2026

A bigger Rate of Return isn't your problem.
Taxes are.

Everyone's chasing the next hot investment.

Meanwhile, they've got everything sitting in a tax-deferred 401k that they'll pay the highest taxes on later.

There are multiple tools to combat this:
→ Tax loss harvesting
→ Backdoor Roth IRAs
→ Variable life insurance
→ Brokerage accounts with smart positioning

Diversifying your tax buckets matters more than chasing another 1% return.

Solve for taxes. The rest takes care of itself.

Taxes > Rate of Return

08/19/2026

You've got that one employee.
The one you'd be in trouble without.

The one who knows everything.
The one your customers ask for by name.

And you lose sleep thinking about what happens if they leave.
Or worse - if something happens to them.

A key man policy does three things at once:

1. Protects your business if the unexpected happens.

2. Gives you a retention tool to keep them around. Think gorilla glue in their chair when competition comes calling.

3. Provides security for their family.

It's not just insurance.
It's a statement that says: "You matter here."

If you've got someone you can't afford to lose, let's make sure you're protected.

08/18/2026

Are you running FROM something or running
TO something?

I had a coaching session recently that made me sit with this question.

Most of us are living in fear. (Guilty!)

Fear of failure.
Fear of not being enough.
Fear of what others think of us.

And fear is exhausting. It keeps you moving, sure — but it's a terrible fuel source.

The opposite of fear is love.

When you're running TO something - your family, your purpose, your calling - that's where real motivation lives.

Fear may get you started.

Love keeps you going.

Check your fuel source this week.

08/17/2026

You've got $250K+ sitting in a brokerage account. Or worse … a bank account.

Every year you get that 1099. Every year you pay taxes on gains you didn't even touch.

And you just accept it.

But you don't have to.

Tax loss harvesting lets you have your cake and eat it too.

Your portfolio keeps growing while losses get harvested throughout the year to offset gains.

Most people don't know this strategy exists.

They're just watching money leave their account every April.

If you've got money in a brokerage account and you're not doing this — you're leaving money on the table.

DM me if you want to stop giving Uncle Sam more than you have to.

07/06/2026

I hope your 4th of July was as eventful as ours!

Thankful for our Rockwall community, great friends and America’s 250th!

06/30/2026

If you remember The Fresh Prince fondly ... then this one is for you!

Do you find yourself feeling like you’re never doing enough?

Alfonso Ribeiro—host of “Dancing With the Stars” and “America’s Funniest Home Videos” and father of four—shares advice on how to balance life’s demands and put your energy where it matters in this exclusive NM virtual event. Join us! http://spr.ly/6181BDLDZV

06/19/2026

30+ years.

That's how long I'm building this for.

Not chasing quick wins.

Not collecting clients.

Building something that matters.

A financial planning business that brings order from the chaos.

Protecting what you have now.

Planning for what's ahead.

Leaving something behind that lasts.

Salt and light to every person I sit across from.

If your financial life feels scattered…

If you're building something but the money side feels messy…

If you want a teammate who's in it for the long haul…

I'd love to meet.

Address

Rockwall, TX
75087

Telephone

+17858178363

Website

https://www.northwesternmutual.com/financial/advisor/kyle-winkley/

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