Retirement Results

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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 McClureGuest: 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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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. -- Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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. -- Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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. -- Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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. -- Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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 -- Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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. -- Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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 -- Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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 -- Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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 -- Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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. -- Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

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

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

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

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

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. -- 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 -- 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 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.

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. -- 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 -- 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 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.

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. 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 -- 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 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.

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 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.

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 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.

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. 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 -- 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 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.

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 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.

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

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 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.

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 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.

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 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.

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 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.

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 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.

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 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 $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.

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 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 $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.

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: [email protected] 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. 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.

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...

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: [email protected] 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. 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.

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: [email protected] 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. 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.

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: [email protected] 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. 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.

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: [email protected] 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. 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.

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: [email protected] 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. 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.

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: [email protected] 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. 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.

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: [email protected] 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. 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.

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: [email protected] 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. 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.

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: [email protected] 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. 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.