Retirement Results

Podcast Extra: Financial Literacy Month

Active Wealth Management — Wed, 01 Apr 2026 20:25:03 +0000

April is National Financial Literacy Month. It started back in the early 2000s when Congress realized too many Americans were leaving school without the first clue about how to manage a paycheck, a credit card, or a financial future. Fast-forward to 2026, and the problem hasn’t gone away. Nearly half of U.S. adults still give themselves a C-minus or worse on money knowledge…
Key Points Covered:

Review one monthly bill and see if you can cut, renegotiate, or cancel it
Set one small savings goal — even twenty bucks a paycheck counts
Learn just one new money concept — like how compound interest works for you instead of against you
Sit down with your partner or your kids and have one honest conversation about money. No judgment, Just real talk

Schedule your complimentary Social Security and retirement consultation:
www.activewealth.com/plan

Call us now: (770) 685-1777
Catch up on past episodes: retirementresults.com/podcasts
Watch on YouTube: https://www.youtube.com/@RetirementResults

About Retirement Results:
Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money.

With $37 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient.

Podcast Extra: Financial Spring Cleaning

Active Wealth Management — Wed, 11 Mar 2026 17:11:27 +0000

Spring has arrived, and while your home gets its annual refresh, your finances might be collecting their own quiet clutter…

First, clean up your accounts - If your money is scattered across multiple banks, and brokerage firms, it can feel chaotic.

Next, declutter your debt - Multiple credit cards, loans with varying interest rates, and different due dates can create unnecessary pressure.

Organize your income and expenses - Take a hard look at where your money actually goes each month

Schedule your complimentary Social Security and retirement consultation:
www.activewealth.com/plan

Call us now: (770) 685-1777
Catch up on past episodes: retirementresults.com/podcasts
Watch on YouTube: https://www.youtube.com/@RetirementResults

Is Your Portfolio Ready for the Next Market Drop?

Active Wealth Management — Sat, 28 Feb 2026 00:40:45 +0000

This week on Retirement Results, we tackle a critical question: how would your portfolio respond if the market dropped tomorrow?

As you move closer to retirement, managing risk becomes just as important as generating returns. Ford Stokes and Sam Davis explain why understanding your true exposure to market volatility is essential and how stress-testing your retirement plan can reveal vulnerabilities before they become costly mistakes.

The discussion focuses on minimizing unnecessary risk, protecting income, and aligning your investment strategy with your timeline. Because when you are approaching or living in retirement, you do not have the same margin for recovery that younger investors may have.

At Active Wealth, we believe retirement planning should be proactive, measured, and built to withstand uncertainty — not dependent on market optimism.

Schedule your complimentary Social Security and retirement consultation:
www.activewealth.com/plan

Call us now: (770) 685-1777
Catch up on past episodes: retirementresults.com/podcasts
Watch on YouTube: https://www.youtube.com/@RetirementResults

Podcast Extra: How AI Is Reshaping Work for Older Americans — Insights from AARP’s Carly Roszkowski

Active Wealth Management — Wed, 25 Feb 2026 16:19:05 +0000

Artificial intelligence is transforming the workplace faster than ever — and for older workers, that shift can feel both exciting and intimidating. Retirement.Radio’s Matt McClure sits down with Carly Roszkowski, VP of Financial Resilience Programming at AARP, to unpack how AI is reshaping the job market and what it means for workers over 50.

They explore new research showing that many older workers are worried about job security and finding new employment — and why AI is becoming both a challenge and a powerful opportunity. Carly shares practical ways job seekers can use AI tools to research companies, tailor resumes, prepare for interviews, and stay competitive in a rapidly evolving workforce.

The conversation also highlights the growing value of multigenerational workplaces and why experience still matters in an AI-driven world. Plus, Carly points listeners to AARP’s free resources designed to help older adults navigate career transitions with confidence.If you’re thinking about career longevity, job security, or how technology is reshaping the future of work, this episode offers timely insights and practical guidance you can use right now.

Schedule your complimentary Social Security and retirement consultation:
www.activewealth.com/plan

Call us now: (770) 685-1777
Catch up on past episodes: retirementresults.com/podcasts
Watch on YouTube: https://www.youtube.com/@RetirementResults

Stop Guessing: Let’s Plan Your Retirement in Advance!

Active Wealth Management — Fri, 20 Feb 2026 22:37:35 +0000

This week on Retirement Results, we discuss why retirement should never be a guessing game. Instead of hoping things work out, what if you could see your retirement results in advance?

In this episode, Ford Stokes & Sam Davis explain the importance of building a “results in advance” retirement plan — one that helps you understand your income, investments and overall financial picture before you step into retirement. By doing the work upfront, you can identify potential gaps, stress-test your plan, and make informed decisions with clarity and confidence.

The conversation highlights how coordinating your investments, income strategy and Social Security decisions creates a more predictable and measurable retirement outcome. Rather than reacting to surprises, you can proactively adjust your plan to align with your goals.

As fiduciaries, the Active Wealth team is committed to helping individuals, families and small business owners make data-driven decisions designed to support long-term retirement success.

Schedule your complimentary Social Security and retirement consultation:
www.activewealth.com/plan

Call us now: (770) 685-1777
Catch up on past episodes: retirementresults.com/podcasts
Watch on YouTube: https://www.youtube.com/@RetirementResults

Podcast Extra: How to Build a Recession-Ready Budget

Active Wealth Management — Sat, 14 Feb 2026 02:15:20 +0000

Recession talk is back for 2026—it may not be in every headline, but the odds aren’t at zero percent. You need to be prepared for the scenario of a possible recession.

Key Points Covered:

Emergency Funds --- Start by building (or topping off) an emergency fund that covers three to six months of living expenses.
Picking the Right Budgeting System – Whether old or new, using a budgeting system can help consolidate while keeping stress away.
Configure your Financial Portfolio – Strategies to ensure your financial portfolio remains in a strong position.

Schedule your complimentary Social Security and retirement consultation:
www.activewealth.com/plan

Call us now: (770) 685-1777
Catch up on past episodes: retirementresults.com/podcasts
Watch on YouTube: https://www.youtube.com/@RetirementResults

Podcast Extra: Emergency Savings Strategies—Building a Safety Net Without Feeling Overwhelmed

Active Wealth Management — Tue, 03 Feb 2026 16:21:06 +0000

Retirement.Radio's Matt McClure sits down with Rod Griffin, Senior Director of Consumer Education and Advocacy at Experian, for a practical and timely conversation about emergency savings. With rising living costs, recent holiday spending, and ongoing debt repayment putting pressure on household budgets, many Americans struggle to set money aside for unexpected expenses.

Matt and Rod break down common emergency fund guidelines—ranging from three to six months of expenses or more—while emphasizing that the most important step is simply getting started. Rather than focusing on intimidating savings targets, the discussion highlights the value of small, consistent contributions that build momentum over time.

The conversation also explores actionable strategies for freeing up cash flow, including tracking expenses, reducing recurring bills, and using available tools to identify unused subscriptions or high-cost credit options. Matt and Rod wrap up by connecting emergency savings to long-term financial stability, stressing the importance of automation, protecting credit health, and taking full advantage of employer-matched retirement contributions.

Host: Retirement.Radio’s Matt McClure
Guest: Rod Griffin, Senior Director of Consumer Education and Advocacy at Experian

Schedule your complimentary Social Security and retirement consultation:
www.activewealth.com/plan

Call us now: (770) 685-1777
Catch up on past episodes: retirementresults.com/podcasts
Watch on YouTube: https://www.youtube.com/@RetirementResults

Podcast Extra: Important Tax Changes for the 2026 Filing Season

Active Wealth Management — Wed, 28 Jan 2026 16:46:47 +0000

Retirement.Radio’s Matt McClure sits down with Mark Steber, Chief Tax Officer of Jackson Hewitt, to break down what taxpayers need to know heading into the 2026 tax season. They discuss some of the biggest changes on the horizon, including an estimated $300 billion in refunds expected for millions of Americans — and why filing early and accurately can make a real difference.

Steber walks through several new tax benefits, including deductions for tipped and overtime workers and a new tax break for seniors age 65 and older. The conversation also covers practical tips on getting organized, choosing a trusted tax professional, and avoiding common tax scams. It’s a timely, practical discussion designed to help listeners feel informed, prepared, and confident as tax season approaches.

Schedule your complimentary Social Security and retirement consultation:
www.activewealth.com/plan

Call us now: (770) 685-1777
Catch up on past episodes: retirementresults.com/podcasts
Watch on YouTube: https://www.youtube.com/@RetirementResults

How to Maximize Your Social Security Benefits in 2026

Active Wealth Management — Fri, 16 Jan 2026 20:00:00 +0000

This week on Retirement Results, Ford Stokes, a Registered Social Security Analyst, walks through everything pre-retirees need to understand about Social Security as we flip the calendar into 2026.

Ford explains how Social Security benefits are calculated, common mistakes people make when claiming, and why timing matters so much when it comes to maximizing your lifetime benefits. He also discusses strategies designed to help individuals and couples get the most out of what they have paid into the system over their working years.

The conversation highlights why Social Security should be coordinated with the rest of your retirement plan – considering your investments, taxes, and income needs – rather than treated as a standalone decision. Ford also explains how personalized Social Security maximization reports can help clarify your options and identify the claiming strategy that may be best for your specific situation.

If you are approaching retirement or thinking about when to claim Social Security, this episode provides practical insights to help you make informed decisions with confidence.

See the video with the presentation here: https://youtu.be/nDt7NlqtcCE

Schedule your complimentary Social Security and retirement consultation:
www.activewealth.com/plan

Call us now: (770) 685-1777
Catch up on past episodes: retirementresults.com/podcasts
Watch on YouTube: https://www.youtube.com/@RetirementResults

Start the New Year with an Improved Retirement Plan

Active Wealth Management — Fri, 19 Dec 2025 23:42:16 +0000

This week on Retirement Results, Ford and Sam focus on how to make 2026 your year by starting the new year on the right financial footing. As a new year approaches, many people are thinking about resolutions — but when it comes to retirement and long-term financial security, the most important step is understanding where you are today.

Ford and Sam walk through several simple, practical changes you can make to your portfolio and overall plan that can have a meaningful impact over time. They also discuss how better management of risk, fees, and taxes can help retirees and pre-retirees keep more of what they have worked so hard to save.

Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan
Call us now: (770) 685-1777
Catch up on past episodes: retirementresults.com/podcasts
Watch on YouTube: https://www.youtube.com/@RetirementResults

Facing a Layoff? Here’s Your Financial Gameplan

Active Wealth Management — Fri, 12 Dec 2025 16:48:39 +0000

This week on Retirement Results, Ford and Sam dive into the wave of layoffs hitting companies across the United States this year — from tech and manufacturing to financial services, retail, and transportation. With economic uncertainty lingering and several major employers reducing headcount this year, many Americans are wondering what they should do if they’ve already been laid off or fear they may be next.

Ford and Sam break down the latest economic data, explain why these layoffs are happening, and provide a clear set of steps workers can take immediately if they’ve recently lost their job. They also discuss how a smart financial plan can help shield families from financial shocks during uncertain times.

Whether you’re currently employed, recently laid off, or simply want a stronger plan in place, Ford and Sam share actionable guidance to help you stay confident, informed, and financially secure.

How an 88-Year-Old Lost His Pension

Active Wealth Management — Sat, 06 Dec 2025 01:01:03 +0000

This week on Retirement Results, Ford and Sam share the story of Ed Bambas, an 88-year-old veteran who lost his pension, his wife, his home, and his financial security — forcing him back into the workforce at a local supermarket. Ed’s experience is a powerful reminder of why today’s retirees must take steps to protect their income and diversify their retirement plan.

Ford and Sam explain how personal pensions, income-producing assets, and modern annuity strategies can help prevent the kind of retirement disaster Ed experienced. They also discuss how pensions offered by highly rated insurance companies can provide benefits, guarantees, and flexibility that most corporate and government pensions do not.

Podcast Extra—Inflation, Tariffs, and Dupe Culture: How We’re Shopping This Holiday Season

Active Wealth Management — Thu, 04 Dec 2025 22:07:46 +0000

In this interview, Retirement.Radio’s Matt McClure speaks with Mary Hines Droesch, head of consumer and small business products at Bank of America, about holiday shopping trends. A major focus is how inflation and tariffs influence consumer behavior. The discussion also explores how dupe culture is emerging as a popular trend among younger generations who seek affordable alternatives to high-end branded items, while highlighting generational differences in gift-giving preferences and shopping habits. Mary emphasizes practical strategies for managing holiday expenses, including budgeting, using rewards cards, and taking advantage of bulk purchasing opportunities to maximize value during the holiday season.

Podcast Extra: The Proper Steps to Take for a Successful Retirement

Active Wealth Management — Tue, 04 Nov 2025 21:10:55 +0000

In this piece, brought to you by Retirement.Radio's Jim Tarabocchia, we explore the basics steps to take – and break them down – for further clarity on preparing for retirement.

Key Points Covered:

The importance of saving for retirement – NOW
Balancing your investments – How a healthy mix of riskier investments can help weather the market’s uncertainty especially as you get closer to retirement.
The importance of seeking professional guidance when planning financially for the future.

Scary Retirement Mistakes and How to Avoid Them

Active Wealth Management — Fri, 31 Oct 2025 22:10:28 +0000

This week on Retirement Results, Ford and Sam address some of the most frightening financial mistakes retirees and pre-retirees make and how to avoid them. They discuss longevity risk and the real danger of outliving your money, why healthcare costs are one of the biggest threats to retirement security, and how planning for taxes and inflation can make all the difference.

✅ The biggest mistakes that can derail your retirement
✅ Strategies to minimize taxes and fight inflation
✅ Why a strong financial plan provides peace of mind

Bonus Interview: The Hidden Respiratory Risk for Retirees with Dr. Leonard Friedland

Active Wealth Management — Wed, 29 Oct 2025 15:07:16 +0000

In recognition of RSV Awareness Month, Retirement.Radio’s Matt McClure sits down with Dr. Leonard Friedland, Vice President and Director of Scientific Affairs and Public Health for GSK North America, and Carole, a National Senior Games athlete, to discuss how RSV (respiratory syncytial virus) affects older adults and why prevention matters.

Dr. Friedland explains that RSV is far more than a seasonal nuisance — it leads to an estimated 177,000 hospitalizations and 14,000 deaths each year among adults aged 65 and older in the U.S. Carole shares her personal story of contracting RSV despite her active lifestyle, detailing how the illness sidelined her and reshaped her approach to health and wellness.

Together, they highlight the importance of awareness, vaccination, and simple preventive steps to help older adults stay healthy through the respiratory virus season. Learn more and access helpful resources at SidelineRSV.com.

Lock In Gains, Not Worries – Smart Planning for Retirees

Active Wealth Management — Fri, 24 Oct 2025 15:44:46 +0000

This week on Retirement Results, Ford & Sam tackle one of the most important and often overlooked questions facing pre-retirees today: are you taking too much risk as you approach retirement?

They explain why now – with markets at or near all-time highs – may be the perfect time to protect your gains, rebalance your portfolio, and focus on income stability. The conversation also covers what it really means to “keep more of what you earn,” and how a comprehensive retirement plan can help you transition smoothly and confidently into your next chapter.

✅ How to tell if your portfolio has too much risk and internal fees
✅ Why “it’s not what you make, it’s what you keep” truly matters for retirees
✅ The checklist for a smooth transition into your golden years

Social Security Updates & The Government Shutdown

Active Wealth Management — Fri, 17 Oct 2025 19:29:19 +0000

This week on Retirement Results, Ford & Sam talk about one of the biggest concerns retirees have today – the possibility of having to “un-retire.”

They share why so many Americans worry about going back to work and what you can do to create income that lasts for life. The conversation covers new Social Security updates amidst the government shutdown, the value of guaranteed income sources and smart adjustments you can make to get your money working harder for you in retirement.

✅ Creating income that lasts through market ups and downs
✅ Social Security updates you should be aware of
✅ Why now is the time to start a personal pension

Retire Smarter, Not Harder

Active Wealth Management — Fri, 10 Oct 2025 21:49:55 +0000

This week on Retirement Results, Ford & Sam discuss how to retire smarter — not harder. They share smart withdrawal strategies, income planning tips, and tax-efficient moves that can make a big difference in your retirement success.

From structuring your retirement income plan to making the most of Roth conversions and Social Security, this episode is packed with practical insights for those in or approaching retirement.

You might be closer to financial independence than you think — and with the right plan, you can enjoy the freedom you’ve worked so hard for!

✅ Smart withdrawal and income strategies
✅ How to get more out of your Social Security benefits
✅ Why you might already have what you need to retire confidently

Bonus Interview: New Tax Changes - with Mark Steber

Active Wealth Management — Tue, 07 Oct 2025 15:48:05 +0000

Retirement.Radio’s Matt McClure talks with Mark Steber, Chief Tax Officer at Jackson Hewitt, about why tax planning should be a year-round priority—not just something to think about around Tax Day. Steber explains that there are still several months left in the year to make meaningful changes that can impact the 2025 tax return, emphasizing the importance of reviewing last year’s return, correcting any mistakes, and adjusting for life changes or new tax law updates. He also highlights some of the significant tax code changes coming in 2025, including a potential increase in the child tax credit and higher deductions for seniors—and much more.

Smart Strategies to Avoid Running Out of Money in Retirement

Active Wealth Management — Fri, 03 Oct 2025 13:17:00 +0000

This week on Retirement Results, Ford & Sam take a closer look at one of the biggest concerns facing retirees today: the longevity challenge – making sure your money lasts as long as you do.

The conversation highlights why longevity risk is often underestimated, and explores practical ways to address it, including strategies to create guaranteed income streams that can provide financial security throughout retirement. We also explain why it’s so important to have your plan reviewed by a licensed professional and fiduciary, and share some fascinating facts about life expectancy and retirement planning that might surprise you.

✅ How to build guaranteed income into your plan
✅ Why working with a fiduciary can help safeguard your future
✅ Surprising facts about life expectancy and retirement planning

Retirement isn’t just about saving — it’s about making sure your plan supports you for a lifetime. Tune in this week to learn how to prepare wisely and retire with confidence.

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Bonus Interview: Protecting Your Digital Life After 50—Insights from AARP’s Tom Kamber

Active Wealth Management — Tue, 30 Sep 2025 19:48:31 +0000

Retirement.Radio’s Matt McClure sits down with Tom Kamber, Executive Director of Older Adults Technology Services (OATS) from AARP, to discuss how older Americans are using technology, where the biggest gaps remain, and why digital privacy is more important than ever. From app permissions to password managers, Tom shares AARP’s five-day Digital Housecleaning Challenge to help you get your digital life organized and secure.

Link to Digital Housecleaning Challenge: https://seniorplanet.org/digitalhousecleaning

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Market Corrections Happen: Is Your Plan Ready?

Active Wealth Management — Fri, 26 Sep 2025 22:52:40 +0000

This week on Retirement Results, Ford and Sam break down one of the most important — but often overlooked — risks in retirement: Sequence of Returns risk. They explain what it is, why it matters, and how the wrong timing could jeopardize your income strategy if you’re not prepared.

The conversation also covers the reality of market volatility, how often corrections happen and what steps retirees can take to build consistent, reliable income streams no matter what the market does. Ford and Sam also share what it’s like to work with our team, what new clients can expect, and why having a comprehensive retirement plan is essential to living with confidence instead of fear.

✅ What Sequence of Returns risk is — and how to protect your retirement income from it
✅ The truth about market corrections and what they mean for retirees
✅ Why a comprehensive plan with reliable income streams is key to retirement success

Retirement should be about living life with confidence, not fear. Tune in this week to learn how to protect your future and gain the peace of mind you deserve.

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Retirement Planning in a Changing World

Active Wealth Management — Fri, 12 Sep 2025 22:38:46 +0000

This week on Retirement Results, we reflect on the tragic news of Charlie Kirk’s assassination. Ford shares his prior history with the young activist, offering condolences to Charlie’s family, colleagues and supporters during this difficult time.

In the rest of the show, Ford and Sam turn to retirement planning — and why you can’t prepare for the future the same way your parents and grandparents did. With record numbers of 401(k) and IRA millionaires thanks to strong markets, retirees have more on paper than ever before. But the number one fear remains – running out of money. We explain how to adjust your plan so you can retire with clarity, confidence, and lasting income.

✅ Why today’s retirement requires a different strategy than past generations
✅ The rise of 401(k) and IRA millionaires — and what it means for your plan
✅ How to adjust your retirement strategy to ensure lifetime income

Retirement should be about living life with confidence, not fear. Tune-in this week to learn how to protect your future and gain the peace of mind you deserve.

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

A Smarter Alternative to Bank CDs

Active Wealth Management — Fri, 05 Sep 2025 23:42:23 +0000

This week on Retirement Results, Ford Stokes and Sam Davis dig into the strategies that give retirees what they really want: clarity, confidence, and cash flow. They break-down the most reliable income solutions available today and explain how two investors with the same starting point can end up with drastically different outcomes, the message is clear — your plan matters!

We also uncover how to beat the bank CD rates with smarter conservative strategies that keep your money safe and working harder for you.

✅ How to build retirement income you can’t outlive
✅ A problem solver case study: two investors, two very different outcomes
✅ Why safe money solutions may be your best bet in today’s environment

Retirement should be about living life, not worrying about money. Tune-in this week to learn how to secure your income, protect your future, and gain the confidence you deserve.

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Habits That Could Wreck Your Retirement Dreams

Active Wealth Management — Sat, 30 Aug 2025 00:21:41 +0000

This week on Retirement Results, Ford and Sam unpack four common habits that can quietly derail your retirement dreams — and what you can do to avoid them. From overspending to under-planning, the wrong moves today can cost you big in the future.

They also break down why private pensions (sometimes called personal pensions or FIAs) can be the Swiss Army knife of a retirement plan, offering flexibility, protection, and reliable income — without leaving your future up to chance.

✅ Four habits that could undermine your retirement success
✅ How to replace uncertainty with steady, reliable income
✅ Why a “personal pension” may be the missing piece in your plan

Retirement isn’t about guesswork — it’s about creating a smart plan that protects your lifestyle and gives you peace of mind. Tune in this week to learn how to build a strategy designed to last.

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Protecting Your Retirement Income from Volatility and Inflation

Active Wealth Management — Fri, 22 Aug 2025 22:09:41 +0000

This week on Retirement Results, we focus on helping our listeners create peace of mind and steady paychecks they can count on. From the hidden threat of inflation to the strategies that build guaranteed, increasing income, we show you how to defend your lifestyle and enjoy your retirement years with confidence.

✅ Why inflation is the invisible force working against retirees
✅ How to build “personal pensions” that you can’t outlive
✅ Why peace of mind starts with a reliable income plan

Retirement should be about enjoying life, not stressing about money. Tune-in this week to learn how to protect your future and create a solid income plan.

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Retirement Tax Traps: How to Avoid Costly Mistakes

Active Wealth Management — Fri, 15 Aug 2025 21:44:35 +0000

This week on Retirement Results, Ford Stokes and co-host Matt McClure (filling in for Sam Davis) tackle one of the biggest threats to your retirement: taxes. From Roth conversions and tax diversification to withdrawal sequencing and qualified charitable distributions, Ford and Matt show you how to avoid the most common retirement tax traps.

They also break down the new “One Big Beautiful Bill” and explain whether Social Security is really tax-free—or if the truth is more complicated. Plus, they highlight two bond replacement solutions: the American National Smart Start Accumulator and Nationwide’s Peak 10 with its boosted 25% bonus.

With real-world examples, strategies to maximize Social Security, and a list of seven common Roth conversion mistakes to avoid, this episode is packed with actionable insights.

Don’t let retirement tax traps derail your future. Visit retirementresults.com/plan or call (770) 685-1777 to schedule your free consultation. Diana and her team are standing by this weekend to take your call. Let’s build your smart retirement plan together.

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Volatility-Proof Your Retirement: Minimizing Risk & Maximizing Confidence

Active Wealth Management — Sat, 09 Aug 2025 00:24:55 +0000

Market swings can be unnerving—especially when you’re close to retirement. In this episode of Retirement Results, Chief Financial Advisor Ford Stokes and Senior Financial Advisor Matt McClure share strategies to “volatility-proof” your retirement portfolio. They discuss why market volatility hits harder near retirement, how to protect against sequence of returns risk, and why emotional investing often leads to costly mistakes. You’ll hear a practical checklist to prepare for market dips, three must-know volatility facts, and the four most common mistakes retirees make in unstable markets. Whether you’re still in the accumulation phase or already drawing income, this episode offers actionable tips to help you stay invested with confidence—no matter what the headlines say.

Ready to build a retirement plan that weathers market volatility?
Visit RetirementResults.com/plan or call (770) 685-1777 to schedule your complimentary consultation. The fiduciary advisors at Active Wealth Management are here to help you protect and grow your hard-earned savings.

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Ready, Set, Retire!

Active Wealth Management — Fri, 01 Aug 2025 22:23:09 +0000

This week on Retirement Results, Ford Stokes and Sam Davis share a powerful checklist to help you confidently cross the retirement finish line. Whether you're just a few years away or already in the retirement red zone, this episode walks you through key steps to secure your future and protect your hard-earned savings.

✅ Your essential pre-retirement checklist
✅ Why de-risking your plan is critical right now
✅ How to safeguard your nest egg from market surprises

If retirement is on the horizon, don’t go it alone. Tune-in and take control of your financial future today.

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Important Changes that Will Impact Retirees

Active Wealth Management — Fri, 25 Jul 2025 21:49:31 +0000

On this week’s episode of Retirement Results, Ford Stokes and Sam Davis break down the latest changes in the retirement landscape — and what they mean for your financial future. From tax laws to Social Security updates and market volatility, it’s more important than ever to stay informed and make strategic adjustments.

Discover how to protect your nest egg and stay one step ahead with a plan that adapts to today’s shifting environment.

✅ New laws and changes that could affect your retirement
✅ How to reduce taxes on your retirement income
✅ Strategies to keep your income secure — no matter what happens in the markets

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Can Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

No Pension, No Problem!

Active Wealth Management — Fri, 18 Jul 2025 18:41:50 +0000

On this week’s episode of Retirement Results, Ford Stokes and Sam Davis tackle one of the biggest challenges facing today’s retirees: the disappearance of pensions and guaranteed income. With traditional defined benefit plans fading fast, it’s up to individuals to create their own “pension-like” income — and we’re here to show you how.

Learn how to protect your principal, generate lifetime income, and refinance your safe investments into a smarter retirement plan built for today’s economic landscape.

✅ No pension? We can help you create your own.
✅ Strategies to protect and grow your retirement savings
✅ Learn how to generate income for life — without relying on just Social Security

Learn More & Schedule Your Free Meeting with a Fiduciary Advisor: www.activewealth.com/plan
Call the Active Wealth team: (770) 685-1777
Listen to past episodes: retirementresults.com/podcasts
Watch on YouTube: Click Here

How the Big Beautiful Bill Changes Social Security

Active Wealth Management — Fri, 11 Jul 2025 20:01:38 +0000

On this week’s episode of Retirement Results, Registered Social Security Analyst Ford Stokes unpacks the “Big Beautiful Bill” — focusing on what it means for Social Security recipients.

Tune in to learn how the latest spending package could affect your retirement, income planning, and overall financial stability in the years ahead.

✅ What’s changing with Social Security?
✅ Could you qualify for expanded benefits or support?
✅ How to prepare now, before the rules change again.

Learn More & Schedule Your Free Meeting with a Fiduciary Advisor: www.activewealth.com/plan

Call the Active Wealth team: (770) 685-1777
Listen to past episodes: retirementresults.com/podcasts
Watch on YouTube: Click Here

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Ask the Advisors: We Answer Your Questions!

Active Wealth Management — Thu, 03 Jul 2025 19:09:51 +0000

Advisors Ford Stokes and Sam Davis empty out the listener mailbag on this week’s show as they share answers to some of the most frequently asked questions from retirees.

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Can Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Protect Your Assets & Your Family with an Estate Plan

Active Wealth Management — Fri, 27 Jun 2025 20:21:57 +0000

Advisors Ford Stokes and Sam Davis talk about planning for your legacy and ensuring your assets are managed according to your wishes. Plus, they share how Active Wealth Management’s advisors use contractually guaranteed income to create lasting solutions for the retirees they serve.

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Can Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

How to Navigate Social Security Like a Pro (With 2 Registered Analysts!)

Active Wealth Management — Fri, 20 Jun 2025 20:41:39 +0000

In this special edition of Retirement Results, Ford Stokes is joined by guest co-host Matt McClure—Series 65 licensed advisor and one of just 23 Registered Social Security Analysts (RSSAs) in Georgia. With Sam Davis off on the golf course, Ford and Matt dive deep into optimizing your Social Security claiming strategy, why going it alone can cost you, and how to unlock powerful but overlooked benefits for spouses, widows, and divorced individuals.

They also share real client success stories and break down the myth of the traditional 60/40 portfolio, offering modern income strategies using fixed indexed annuities and tax-smart planning. If you're nearing retirement or already there, this episode is packed with actionable advice you don't want to miss.

Get your personalized Social Security Roadmap and income plan today!

Call us: (770) 685-1777
Visit: RetirementResults.com
️Schedule your free consultation: RetirementResults.com/plan

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Can Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Why Your Income Strategy is the Key to Retirement Success

Active Wealth Management — Fri, 13 Jun 2025 20:35:17 +0000

Advisors Ford Stokes and Sam Davis discuss the importance of preparing your portfolio for decumulation as you get close to retirement. Plus, did you know that you can ensure your income in retirement is GUARANTEED?

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Can Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Improve Your Retirement Plan This Summer!

Active Wealth Management — Fri, 06 Jun 2025 22:11:45 +0000

Advisors Ford Stokes and Sam Davis share a step-by-step guide to improving your plans for retirement this summer. They also discuss some real-life examples of how they’ve helped their listeners retire successfully. If you are thinking about retirement or even if you are already retired – our team is here to help!

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Can Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Improve Your Plan & Live Comfortably During Retirement

Active Wealth Management — Fri, 30 May 2025 17:13:12 +0000

On this week's episode, advisors Ford Stokes and Sam Davis discuss different ways you can improve your finances and live more comfortably during retirement – no matter how much you have saved!

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Can Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Protect Your Investments and Create Income for Life

Active Wealth Management — Fri, 23 May 2025 17:11:21 +0000

Advisors Ford Stokes and Sam Davis share a special Memorial Day message for listeners before discussing a quote from novelist Jane Austen. Then, they dive into exactly how annuities work and some of the best options available for those looking to establish a personal pension in retirement.

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Bonus Interview: Healthy Eyes, Healthy Lives: Vision Tips from the National Eye Institute

Active Wealth Management — Tue, 20 May 2025 16:51:29 +0000

Guest: Dr. Chantal Cousineau-Krieger, Ophthalmologist, National Eye Institute

️ May is Healthy Vision Month, and Matt McClure sits down with Dr. Chantal Cousineau-Krieger, an ophthalmologist with the National Eye Institute, to explore how your eye health connects to your overall wellness—especially as you age.

We discuss:

How conditions like diabetes and high blood pressure impact your vision
The 20-20-20 rule to reduce screen strain
What foods support healthy eyes
The surprising connection between exercise and eye health
When and how often you should get a complete eye exam
Why early detection is critical—even if you feel fine
What those of us over 40 () need to keep in mind after LASIK or other vision corrections

Whether you’ve been putting off that eye exam or are looking for ways to maintain clear vision into retirement, this episode is a must-listen.

Learn more: https://nei.nih.gov

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Is Your Investment Strategy Age Appropriate?

Active Wealth Management — Fri, 16 May 2025 22:40:28 +0000

In this week’s episode, advisors Ford Stokes and Sam Davis explore how to tailor your investment strategy to your current life stage. Whether you’re just starting out, mid-career, or nearing retirement, they provide practical tips on risk management, diversification, and adjusting your asset allocation. They also discuss how to protect your savings and create a solid retirement income plan. Tune in for actionable insights to secure your financial future and enjoy peace of mind in retirement.

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

How to Turn Your Portfolio Into a Pension

Active Wealth Management — Fri, 09 May 2025 21:23:22 +0000

On this episode, advisors Ford Stokes and Sam Davis explore how to turn your portfolio into a reliable pension. They share strategies to maximize your investments and ensure a steady income stream in retirement. From asset allocation to annuities, get actionable insights to secure your financial future and enjoy peace of mind.

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Find Out If You Can Retire Today!

Active Wealth Management — Fri, 02 May 2025 18:39:44 +0000

On this episode, advisors Ford Stokes and Sam Davis tackle the question – can you retire today? They share a list of practical tips to improve your cash flow and budget for retirement. Plus, they guide you through steps to proactively enhance your plan, ensuring you are prepared and confident.

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

How a Life Insurance Settlement Could Boost Your Retirement

Active Wealth Management — Fri, 25 Apr 2025 20:07:06 +0000

Ford Stokes welcomes Rob Haynie of Life Insurance Settlements Inc to the show to talk about how people can turn their unneeded life insurance policies into cashflow during retirement. Plus, Ford and Sam discuss ways you can take control of your 401(k) investments and protect your hard-earned savings without sacrificing growth.

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Bonus: Check-In Before You Clock-Out: Schedule a Retirement Plan Review

Active Wealth Management — Tue, 22 Apr 2025 09:27:00 +0000

Reviewing your retirement portfolio with a licensed advisor is just one of many ways you can build your financial independence and confidence. Taking small actions today can make all the difference down the road in retirement!

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Gain Control of Your Money Before It Controls You

Active Wealth Management — Fri, 18 Apr 2025 20:08:30 +0000

On this episode, Ford & Sam share an example of how Active Wealth Management helped a couple who is retiring at the peak of this recent market volatility. They also share a checklist to help you take control of your money and improve your financial plan for the future.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

How To Protect Your Retirement as the Market Drops

Active Wealth Management — Fri, 11 Apr 2025 21:25:40 +0000

How is your portfolio handling the recent volatility in the markets? On this week’s episode, Ford & Sam talk about what you can do to protect your hard-earned savings while navigating uncertain times.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Bonus: Tick Tock—Beat the Tax Deadline Before It Bites

Active Wealth Management — Thu, 10 Apr 2025 15:14:58 +0000

Procrastinated on your taxes? You’re not alone—but time’s almost up. Matt McClure shares urgent insights from Jackson Hewitt’s Mark Steber on what you must do before April 15 to avoid major penalties. From filing extensions to natural disaster relief, don’t miss this last-minute tax survival guide.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Bonus Interview: Spring Clean Your Finances for America Saves Week

Active Wealth Management — Wed, 09 Apr 2025 14:31:45 +0000

It’s America Saves Week—a perfect time to recommit to those financial resolutions you made in January. In this special podcast extra, Matt McClure speaks with Robin Growley, Head of Consumer Deposits at Bank of America, about smart, simple ways to build your savings. From automating deposits to using the 50/30/20 rule, learn how to set yourself up for financial success—without feeling overwhelmed.

Why saving doesn’t have to be hard

The psychology of naming your savings goals

How to balance debt repayment with growing your savings

Easy tools to help you “set it and forget it”

For more tools and tips, visit americasaves.org.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Why You Need to Have Your Retirement Plan Inspected

Active Wealth Management — Fri, 28 Mar 2025 21:25:02 +0000

On this week’s show, Ford & Sam talk about what listeners receive when they get in touch with the advisors at Retirement Results and Active Wealth Management. Have you had your retirement plan inspected? Contact us today to learn the fees you are paying and the risks you may be taking with your current plan.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Spring Cleaning for Your Financial Plan

Active Wealth Management — Fri, 21 Mar 2025 19:56:57 +0000

On this week’s show, Ford & Sam discuss what you can do right now to get organized and create a better plan for your future in retirement. Take advantage of a personalized and complimentary portfolio analysis from the fiduciary advisors on our team today!

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Managing Market Volatility: How We Help Our Clients

Active Wealth Management — Fri, 14 Mar 2025 19:44:49 +0000

On this week’s show, Ford & Sam share a market update and explain what’s been happening with the chaotic week in the stock market. Plus, we share two problem solvers outlining how Active Wealth Management recently helped two different listeners to the show.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Is Your Retirement Plan in Writing?

Active Wealth Management — Fri, 07 Mar 2025 16:50:15 +0000

On this week’s show, Ford & Sam talk about the importance of having an actual retirement plan in writing, and the value of working with fiduciaries who can help you implement a plan to reach your retirement goals.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Improving Your Retirement Income Plan

Active Wealth Management — Fri, 28 Feb 2025 20:08:05 +0000

On this week’s show, Ford & Sam discuss the four things that go away once you retire and how to be prepared for them. Then, they discuss the benefits of having a tactically managed portfolio compared to “setting it and forgetting it”.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Listeners Call Us at (770) 685-1777

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

How We Help People Navigate Retirement Challenges

Active Wealth Management — Fri, 21 Feb 2025 22:11:13 +0000

On this week’s show, Ford & Sam walk listeners through various challenges we will all face in retirement, and what you can do to possibly avoid them. Plus, the guys welcome Andrew Lanahan, an instructor and golf pro at the PGA Tour Performance Center at TPC Sawgrass. Andrew shares some great tips for how you can stay active and healthy during retirement while working on your golf game!

Call our office today at (888) 814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Channel: https://www.youtube.com/@RetirementResults

With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show every weekend on WGKA AM 920 The Answer in Atlanta, Georgia & subscribe wherever you listen to podcasts.

How Taxes Work in Retirement

Active Wealth Management — Fri, 14 Feb 2025 22:07:57 +0000

On this week’s show, Ford & Sam explain how taxes work in retirement. They detail how different sources of income are taxed and uncover strategies to reduce the amount of taxes you will owe during your retirement years.

Call our office today at (888) 814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Channel: https://www.youtube.com/@RetirementResults

Volatility Happens – How to Protect Your Retirement

Active Wealth Management — Fri, 07 Feb 2025 18:47:28 +0000

On this week’s show, Ford Stokes explains how the team at Retirement Results can help you protect your retirement savings from market volatility that can be expected during your golden years.

Call our office today at (888) 814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Channel: https://www.youtube.com/@RetirementResults

Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt

Active Wealth Management — Thu, 06 Feb 2025 17:19:35 +0000

The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating, think again! Matt McClure speaks with Mark Steber of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

Solutions for Common Financial Risks in Retirement

Active Wealth Management — Fri, 31 Jan 2025 20:23:37 +0000

On this week’s show, Ford Stokes and Sam Davis walk listeners through some common financial risks that retirees face, and offer strategies so you can build a plan to navigate these inevitable challenges.

Call our office today at (888) 814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Channel: https://www.youtube.com/@RetirementResults

Five Common Retirement Mistakes We Can Help You Avoid

Active Wealth Management — Fri, 24 Jan 2025 19:29:04 +0000

On this week’s show, Ford Stokes and Sam Davis want to help you learn from other people’s mistakes as they walk listeners through five common retirement pitfalls and how to avoid them.

Call our office today at (888) 814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Channel: https://www.youtube.com/@RetirementResults

When Should You Start Taking Social Security?

Active Wealth Management — Fri, 17 Jan 2025 16:18:19 +0000

Ford Stokes shares some updates on where the U.S. economy stands as we prepare for the next administration to take control in Washington D.C. – now is a great time to revisit your investment strategy for retirement! Then, Ford & Sam discuss Social Security, the future of the program and how to determine the best time to start taking your benefits.

Call our office today at (888) 814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Channel: https://www.youtube.com/@RetirementResults

Bonus Interview: Collegiate Athletics Facing Major Changes in 2025

Active Wealth Management — Wed, 15 Jan 2025 18:16:34 +0000

College athletics has gone through seismic shifts in the past couple of years, to NIL money, Conference realignments, and expanded College Football Playoff. In 2025, the entire business model is set to change and incorporate Revenue-sharing, possible employee status and more. This month's vignette expands on this further.

Call our office today at (888) 814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Channel: https://www.youtube.com/@RetirementResults

How to Leave a Legacy: Estate Planning for Your Retirement

Active Wealth Management — Fri, 10 Jan 2025 23:18:43 +0000

On this week's episode of Retirement Results, Ford and Sam discuss how the right estate and legacy plan should fit in seamlessly with your financial plan in retirement. Are you ready to get started and implement the right plan for your own retirement? We can help!

Call our office today at (888) 814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Channel: https://www.youtube.com/@RetirementResults

Our Financial Checklist for 2025 & What Retirees Fear Most

Active Wealth Management — Fri, 03 Jan 2025 23:34:04 +0000

Ford Stokes & Sam Davis are back after New Year’s to discuss how you can improve your financial plan in 2025. Plus, we share what retirees fear the most and talk about what our listeners receive when they schedule their complimentary meeting with us.

Call our office today at (888) 814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Channel: https://www.youtube.com/@RetirementResults

Why You Need a Retirement Portfolio Inspection

Active Wealth Management — Fri, 20 Dec 2024 21:09:30 +0000

Ford Stokes & Sam Davis discuss how pre-retirees and even retirees can benefit from having a smart inspection of their retirement portfolio. They also share some financial New Year’s resolutions you can make to start creating more positive money habits in your life.

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Channel: https://www.youtube.com/@RetirementResults

Bonus Interview: Hospital patients are even safer today than they were in 2019… with Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association

Active Wealth Management — Tue, 17 Dec 2024 20:19:54 +0000

With Guest: Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association

Hospital patients are even safer today than they were in 2019. That’s according to a new report by the American Hospital Association (AHA). Retirement.Radio’s Matt McClure speaks with Dr. Chris DeRienzo with the AHA about the study, what led to the results, and how lessons learned from the pandemic are helping improve patient outcomes.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

About Retirement Results:

Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money.

How to Build a Smart Retirement Plan

Active Wealth Management — Fri, 13 Dec 2024 21:05:40 +0000

Ford Stokes & Sam Davis walk listeners through the first steps to building a smart retirement plan for their future. We also share a problem solver of the week and some retirement planning tips for people in their 50s & 60s.

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Channel: https://www.youtube.com/@RetirementResults

With $36 Trillion in national debt and counting, Ford and many other economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient.

Invest in a Personal Pension & Satisfy Your Required Minimum Distributions

Active Wealth Management — Fri, 06 Dec 2024 21:35:03 +0000

On this week's show, Ford & Sam explain why so many Americans are looking for income solutions in retirement. Pensions are becoming less common in the workplace, but we can show you how to invest in your own!

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Channel: https://www.youtube.com/@RetirementResults

Protecting Your Retirement from Inflation & Solving Problems for Our Listeners

Active Wealth Management — Fri, 22 Nov 2024 23:01:22 +0000

Ford Stokes & Sam Davis shine a spotlight on inflation in this week’s episode. Plus, we have a bunch of new “problem solvers” to share as we explain how we were able to help some listeners who called recently.

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

With $34 Trillion in national debt and counting, Ford and many other economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient.

Plan Your Path & Protect Your Retirement!

Active Wealth Management — Sat, 16 Nov 2024 03:28:48 +0000

Ford Stokes and Sam Davis walk listeners through all the benefits of working with a licensed financial advisor and explain why it really pays to plan ahead!

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Bonus Interview: Happy Veteran's Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America

Active Wealth Management — Mon, 11 Nov 2024 19:28:04 +0000

An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our communities and society, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to civilian life – and what employers can do to help.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

What Donald Trump’s Victory Means for Your Retirement Plan

Active Wealth Management — Sat, 09 Nov 2024 02:14:24 +0000

Ford Stokes & Sam Davis unpack Election Day 2024 and explain what steps people should take next to be prepared for a potential shift in the economic landscape.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Fixing Problems Inside Your Retirement Plan

Active Wealth Management — Fri, 01 Nov 2024 19:48:54 +0000

Ford Stokes & Sam Davis share three quick tips to improve your retirement plan before getting into our Problem Solvers of the week. We also list the top five retirement dreams that Americans have today. Active Wealth Management wants to help you understand your money and establish a successful retirement plan!

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Replace Your Bonds & Bank CDs for a Better Retirement

Active Wealth Management — Fri, 25 Oct 2024 21:57:12 +0000

Ford Stokes & Sam Davis share some of the best strategies for replacing the bonds and bank CDs that are likely holding-back your portfolio. We think you deserve better rates of return on your smart-safe investments!

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Reduce Risk, Not Returns: Smart Investing for Your Retirement

Active Wealth Management — Fri, 18 Oct 2024 21:44:37 +0000

Ford Stokes & Sam Davis discuss some of the best-performing retirement investment options available today that allow you to eliminate substantial risk and fees from your retirement plan. Are you interested in deleting fees and creating more pension-like income for your retirement?

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Social Security Announces Lowest Cost of Living Adjustment in Four Years

Active Wealth Management — Wed, 16 Oct 2024 17:34:41 +0000

GUEST: Jenn Jones, VP of Government Affairs, AARP

TOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year. Last week, leaders announced a 2.5% COLA for 2025. That is smaller than recent years – attributable to slowing inflation.

COLA increases are meant to offset rising prices including food, gas and living expenses. This year, retirees on a fixed income have struggled to keep up with inflation and the 2025 COLA is expected to provide some relief.

Get Your Complimentary Retirement Plan Today: RetirementResults.com/plan

Call Retirement Results at 1-888-814-0304

Connect with Ford: Ford@activewealth.com

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD

Active Wealth Management — Wed, 09 Oct 2024 17:47:19 +0000

Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging

In her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, work, housing, and the value of relationships and social engagement. Informed by Whitman’s unmatched expertise and her deep passion, The Second Fifty is an indispensable guide for living well in the 21st century whether you are approaching 50, into your later years or caring for someone who is.

Get Your Complimentary Retirement Plan Today: RetirementResults.com/plan

Call Retirement Results at 1-888-814-0304

Connect with Ford: Ford@activewealth.com

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Protect & Grow Your Savings with Smart-Safe Investments

Active Wealth Management — Fri, 04 Oct 2024 22:28:17 +0000

Ford Stokes & Sam Davis share details about some of the best investment tools available today for protecting your retirement income and dealing with inflation. Plus, we welcome Bonnie Dobbs to the show for an interview about changes impacting Medicare recipients beginning in 2025 – don’t miss this important information ahead of the annual enrollment period.

Don’t miss this week’s episode where we help you take actionable steps and start bringing your retirement vision to life!

Get Your Complimentary Retirement Plan Today: RetirementResults.com/plan

Call Retirement Results at 1-888-814-0304

Connect with Ford: Ford@activewealth.com

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Interview with Bonnie Dobbs: Important Medicare Changes You Need to Know

Active Wealth Management — Fri, 04 Oct 2024 18:40:58 +0000

Ford Stokes interviews Bonnie Dobbs about everything seniors need to know before they make changes during this year's annual enrollment period. Reach-out and get the help you need today!

Check out Bonnie's latest article in the Atlanta Journal-Constitution

Call Bonnie Dobbs at 770-373-7541

Need Help with Medicare? Learn more at MedicareAndOtherRedTape.com

Get Your Complimentary Retirement Plan Today: RetirementResults.com/plan

Call Retirement Results at 1-888-814-0304

Connect with Ford: Ford@activewealth.com

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Protecting Yourself from Scams & Data Breaches with Michael Bruemmer, Experian

Active Wealth Management — Tue, 01 Oct 2024 18:26:20 +0000

Fraud, identity theft and data breaches have become part of our everyday lives. So far in 2024, there have been more than 1,300 data breaches. Last year consumers reported losing more than $10 billion to fraud, the highest dollar amount ever reported, according to the Federal Trade Commission (FTC).

Experian’s 2024 U.S. Identity and Fraud report reveals how consumers feel about cyber threats and their online footprint.

Identity theft (84%) and stolen credit card information (80%) are consumers top online security concerns.
People want more types of identity recognition techniques used to verify their identities.
70% of businesses said that AI fraud is expected to be the second greatest challenge for their business.

WITH GUEST: Michael Bruemmer, Global Data Breach Resolution & Consumer Protection, Experian

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Interview with Gunnery Sergeant Jessie Jane Duff, Veterans for Trump

Active Wealth Management — Wed, 25 Sep 2024 20:31:36 +0000

Listen to Ford's interview with Jessie Jane Duff, the Executive Director of Veterans for Trump.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Bringing Your Retirement Vision to Life

Active Wealth Management — Fri, 20 Sep 2024 20:31:47 +0000

Ford Stokes & Sam Davis discuss a quote of the week from Henry Kissinger before explaining why you need to have a vision for your retirement. Plus, Ford welcomes the Executive Director of Veterans for Trump – Jessie Jane Duff – to the show for a segment about the upcoming 2024 Presidential Election.

Don’t miss this week’s episode where we help you take actionable steps and start bringing your retirement vision to life!

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Inspect What You Expect: Avoiding Mistakes with Your Retirement Plan

Active Wealth Management — Thu, 05 Sep 2024 23:28:57 +0000

Ford Stokes and Sam Davis share a list of five mistakes to avoid with your retirement plan. Then, they highlight some fees to be aware of so you can keep more of your hard-earned money in your pocket.

Get Your Complimentary Retirement Plan Today: https://retirementresults.com/plan/

Call Retirement Results Directly at 1-888-814-0304

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

How Much Risk Are You Taking with Your Retirement?

Active Wealth Management — Fri, 16 Aug 2024 20:17:21 +0000

Ford Stokes welcomes Sam Davis back to the show as they discuss Team USA’s success at the Paris 2024 Olympics. Then, they get into multiple segments including an all-new Problem Solver, Right or Wrong, and “Just Don’t Do It!”

Does your risk tolerance align with your actual financial plan for retirement? We can help you find out today!

Schedule your Complimentary Consultation now: RetirementResults.com/plan

Listen to Previous Episodes: https://retirementresults.com/podcasts/

Connect with Ford: Ford@activewealth.com | (888) 814-0304

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

About Retirement Results:

Responding to the Market’s Wild Week

Active Wealth Management — Fri, 09 Aug 2024 18:42:32 +0000

On this week’s show, Ford and guest co-host Matt McClure discuss Wall Street’s wild ride in recent days. Why did the latest jobs data contribute to the biggest one day sell-off in two years? They will break it down for you. Plus, putting together a solid retirement plan means you need to be tax efficient in your golden years. We’ll tell you how to kick the IRS out of your retirement.

Schedule your Complimentary Consultation now: RetirementResults.com/plan

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Call our office today at (888) 814-0304

Check-out our YouTube channel https://www.youtube.com/@RetirementResults

Timing is Everything: How and When to Reduce Financial Risk

Active Wealth Management — Fri, 02 Aug 2024 17:41:41 +0000

This week, Ford welcomes guest co-host Matt McClure to talk about the different risks you face when planning for retirement. They’ll also discuss how important it is to know when to reduce risk – and how to keep your investments safe as you approach your golden years.

Schedule your Complimentary Consultation now: RetirementResults.com/plan

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Call our office today at (888) 814-0304

Check-out our YouTube channel https://www.youtube.com/@RetirementResults

Better Alternatives for Your Bonds & Bank CDs

Active Wealth Management — Fri, 26 Jul 2024 17:20:25 +0000

In this episode, Ford welcomes Josh Lumme to discuss the best alternatives available today for the bonds and bank CDs you may currently have in your retirement portfolio. Is your money working as hard as you do?

Schedule your Complimentary Consultation now: RetirementResults.com/plan

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Call our office today at (888) 814-0304

Check-out our YouTube channel https://www.youtube.com/channel/UCpvud-s8kNejpzNbnjE-mSQ

Help Wanted? Hire a Veteran | Special Guest Ryan Burgos

Active Wealth Management — Wed, 24 Jul 2024 16:26:19 +0000

Special episode today with guest, Ryan Burgos, U.S. Air Force and Army Veteran, Director of National Employment at DAV.

Marking its 10th year in 2024, DAV’s National Employment Program has a decade of first-hand experience and testimony from veterans being connected to lifechanging, meaningful employment opportunities. DAV’s nationwide job fairs are one way that veterans and their spouses are connected to employment opportunities. Since 2014, over 180,000 job offers have been extended to fair attendees across more than 1,000 events.

Schedule your Complimentary Consultation now: RetirementResults.com/plan

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Call our office today at (888) 814-0304

Check-out our YouTube channel https://www.youtube.com/channel/UCpvud-s8kNejpzNbnjE-mSQ

Protect Your Retirement from Ongoing Inflation

Active Wealth Management — Fri, 19 Jul 2024 20:17:45 +0000

On this episode, Ford discusses the biggest news of the past week with the assassination attempt of Donald Trump. Plus, how can you protect your financial future from ongoing inflation? Ford and Sam share some strategies that you won’t want to miss.

Schedule your Complimentary Consultation now: RetirementResults.com/plan

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Call our office today at (888) 814-0304

Check-out our YouTube channel https://www.youtube.com/channel/UCpvud-s8kNejpzNbnjE-mSQ

How to Take Advantage of Trump’s Tax Cuts Before It’s Too Late

Active Wealth Management — Fri, 12 Jul 2024 14:57:17 +0000

Are you concerned about taxes eating away at your hard-earned retirement savings? Ford Stokes and Sam Davis discuss how you can convert your 401(k) and IRA savings into a Roth account so you can generate taxfree income for your future retirement.

Schedule your Complimentary Consultation now: RetirementResults.com/plan

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Call our office today at (888) 814-0304

Check-out our YouTube channel https://www.youtube.com/channel/UCpvud-s8kNejpzNbnjE-mSQ

Trump Debates Biden: How the Election Will Affect Retirees

Active Wealth Management — Wed, 03 Jul 2024 18:20:16 +0000

Ford Stokes and Sam Davis discuss the first presidential debate of 2024 and explain how the government plays a role in your retirement plan.

Schedule your Complimentary Consultation now: RetirementResults.com/plan

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Call our office today at (888) 814-0304

Check-out our YouTube channel https://www.youtube.com/channel/UCpvud-s8kNejpzNbnjE-mSQ

Creating a Retirement Plan with Pension-like Income

Active Wealth Management — Fri, 28 Jun 2024 19:11:45 +0000

Ford Stokes and Sam Davis discuss how you can include pension-like income in your retirement plan and beat the current bank CD rates with MYGA alternatives.

Schedule your Complimentary Consultation now: RetirementResults.com/plan

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Call our office today at (888) 814-0304

Check-out our YouTube channel https://www.youtube.com/channel/UCpvud-s8kNejpzNbnjE-mSQ

How to Start a Personal Pension & Retire with Confidence

Active Wealth Management — Fri, 21 Jun 2024 20:53:18 +0000

Ford Stokes and Sam Davis explain how you can prepare for retirement by establishing an income plan that includes a personal pension from fixed indexed annuities. June is Annuity Awareness Month – please reach out to us with your questions and to look at the best options for including guaranteed income in your retirement plan.

Schedule your Complimentary Consultation now: RetirementResults.com/plan

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Call our office today at (888) 814-0304

Check-out our YouTube channel https://www.youtube.com/channel/UCpvud-s8kNejpzNbnjE-mSQ

How to Protect Your Buying Power in Retirement

Active Wealth Management — Fri, 07 Jun 2024 19:56:13 +0000

On this week's show, Ford and Sam share some tips to help you protect your buying power from inflation as you navigate retirement. In this episode, you will also hear an example of how we recently helped a listener in our Problem Solver of the week. Plus, we debut an all-new segment to celebrate special retirees.

Schedule your Complimentary Consultation now: RetirementResults.com/plan

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Sunny Money: How to Improve Your Financial Outlook this Summer

Active Wealth Management — Fri, 24 May 2024 15:31:12 +0000

This week, Ford and Sam offer valuable tips and strategies to help you improve your financial outlook this summer. Plus, we share a problem solver of the week and some important things you will want to do once your nest egg reaches $500,000 to better protect and grow your hard-earned money.

Schedule your Complimentary Consultation now: RetirementResults.com/plan

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Beat the Bank CDs and Build a Better Retirement

Active Wealth Management — Fri, 17 May 2024 21:24:10 +0000

On this week's episode, Ford shares some key inflation data that was recently released before welcoming Vertical Vision's Josh Lumme to discuss the best bank cd alternatives and personal pension solutions for your retirement plan.

Schedule your Complimentary Consultation now: RetirementResults.com/plan

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

How to Create a Super Personal Pension for Your Retirement

Active Wealth Management — Sat, 11 May 2024 01:05:17 +0000

Ford Stokes and Sam Davis discuss how the right kinds of annuities can give you both cashflow and cash value throughout your retirement. They address common questions from pre-retirees and retirees and explain how you can get started with a complimentary financial plan today.

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Schedule your Complimentary Consultation with Ford Stokes now: Calendly.com/fordstokes

Don’t Worry, Retire Happy! Practical Tips to Improve Your Financial Future

Active Wealth Management — Fri, 03 May 2024 11:51:00 +0000

Ford Stokes and Sam Davis discuss what a “retirement tax bomb” is and how you can prevent one from damaging your golden years. Plus, we share an example of how we helped some listeners in our Problem Solver segment.

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Schedule your Complimentary Consultation with Ford Stokes now: Calendly.com/fordstokes