Your Winnow, Your Way

Helpful Financial Information

Investment Insights with Chad Castle

Explore Proven Models for Financial Growth

Aggressive Buffer

Defensive Buffer

Income Focus

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We offer two paths for online self-paced learning

Online Learning

Path 1:
Winnow Wealth Academy

Take control of your financial future with our free, self-paced online courses covering essential topics like retirement planning, Social Security, investing strategies, estate planning, insurance, tax planning for retirement, portfolio diversification, the psychology of investing, and annuities. This comprehensive suite is designed to empower you with the knowledge to make confident financial decisions and prepare for retirement.

Path 2:
What School Didn’t Teach Us About Money

Learn the financial basics you wish you’d been taught sooner with this free, self-paced course! Covering essential topics like budgeting, saving, credit cards, and banking products, it’s designed to provide practical knowledge for everyday financial success. Plus, we plan to expand the curriculum with topics such as investing principles, income taxes, shopping for insurance, and more – ensuring you have the tools to build a solid financial foundation.

Winnow Your Wealth Podcast

Hosted by Chad Castle and Jessica Burch

Most Recent Episode

Get a personalized Asset Map for your household!

Your all-in-one solution for a simplified and organized view of your accounts.

Goal-Oriented Mapping ● Uncover Inefficiencies ● One-Page Simplicity

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Schedule Your Right FIT Call

In a 15-minute Right FIT Call, we focus on understanding your financial goals to ensure alignment with your unique aspirations.
We will explore your goals for retirement, discuss your accounts, assess how much you’ve saved so far, and next steps.