Retirement Results

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...

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 an...

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...

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, cor...

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 secur...

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 digita...

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...