Retirement Results

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 c...

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 d...

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...

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 flexib...

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 “per...

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” an...

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...

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 crit...

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...

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,...

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...

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 y...

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)...

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 bene...

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 ne...

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 Li...

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 &...

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 (77...

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 visi...

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 i...

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.activewe...

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...

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.activewe...

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...

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  Li...