Retirement Results

Active Wealth Management
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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. Listen to the show: New episodes drop every weekend on your favorite podcast app. Featured on Forbes, AM 920 the Answer, WDUN, Fox Business, RSSA and more! Listeners Call Us at (770) 685-1777 | For More Info: RetirementResults.com | Learn More About Us: ActiveWealth.com

  1. 1D AGO

    Is Your Portfolio Ready for the Next Market Drop?

    This week on Retirement Results, we tackle a critical question: how would your portfolio respond if the market dropped tomorrow? As you move closer to retirement, managing risk becomes just as important as generating returns. Ford Stokes and Sam Davis explain why understanding your true exposure to market volatility is essential and how stress-testing your retirement plan can reveal vulnerabilities before they become costly mistakes. The discussion focuses on minimizing unnecessary risk, protecting income, and aligning your investment strategy with your timeline. Because when you are approaching or living in retirement, you do not have the same margin for recovery that younger investors may have. At Active Wealth, we believe retirement planning should be proactive, measured, and built to withstand uncertainty — not dependent on market optimism. Schedule your complimentary Social Security and retirement consultation: www.activewealth.com/plan -- Call us now: (770) 685-1777 Catch up on past episodes: retirementresults.com/podcasts Watch on YouTube: https://www.youtube.com/@RetirementResults -- 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.

    20 min

  2. 4D AGO · BONUS

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

    Artificial intelligence is transforming the workplace faster than ever — and for older workers, that shift can feel both exciting and intimidating. Retirement.Radio’s Matt McClure sits down with Carly Roszkowski, VP of Financial Resilience Programming at AARP, to unpack how AI is reshaping the job market and what it means for workers over 50. They explore new research showing that many older workers are worried about job security and finding new employment — and why AI is becoming both a challenge and a powerful opportunity. Carly shares practical ways job seekers can use AI tools to research companies, tailor resumes, prepare for interviews, and stay competitive in a rapidly evolving workforce. The conversation also highlights the growing value of multigenerational workplaces and why experience still matters in an AI-driven world. Plus, Carly points listeners to AARP’s free resources designed to help older adults navigate career transitions with confidence.If you’re thinking about career longevity, job security, or how technology is reshaping the future of work, this episode offers timely insights and practical guidance you can use right now. Schedule your complimentary Social Security and retirement consultation: www.activewealth.com/plan -- Call us now: (770) 685-1777 Catch up on past episodes: retirementresults.com/podcasts Watch on YouTube: https://www.youtube.com/@RetirementResults -- 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.

    6 min

  3. FEB 20

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

    This week on Retirement Results, we discuss why retirement should never be a guessing game. Instead of hoping things work out, what if you could see your retirement results in advance? In this episode, Ford Stokes & Sam Davis explain the importance of building a “results in advance” retirement plan — one that helps you understand your income, investments and overall financial picture before you step into retirement. By doing the work upfront, you can identify potential gaps, stress-test your plan, and make informed decisions with clarity and confidence. The conversation highlights how coordinating your investments, income strategy and Social Security decisions creates a more predictable and measurable retirement outcome. Rather than reacting to surprises, you can proactively adjust your plan to align with your goals. As fiduciaries, the Active Wealth team is committed to helping individuals, families and small business owners make data-driven decisions designed to support long-term retirement success. Schedule your complimentary Social Security and retirement consultation: www.activewealth.com/plan -- Call us now: (770) 685-1777 Catch up on past episodes: retirementresults.com/podcasts Watch on YouTube: https://www.youtube.com/@RetirementResults -- 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.

    30 min

  4. FEB 14 · BONUS

    Podcast Extra: How to Build a Recession-Ready Budget

    Recession talk is back for 2026—it may not be in every headline, but the odds aren’t at zero percent. You need to be prepared for the scenario of a possible recession. Key Points Covered: Emergency Funds --- Start by building (or topping off) an emergency fund that covers three to six months of living expenses. Picking the Right Budgeting System – Whether old or new, using a budgeting system can help consolidate while keeping stress away. Configure your Financial Portfolio – Strategies to ensure your financial portfolio remains in a strong position. Schedule your complimentary Social Security and retirement consultation: www.activewealth.com/plan -- Call us now: (770) 685-1777 Catch up on past episodes: retirementresults.com/podcasts Watch on YouTube: https://www.youtube.com/@RetirementResults -- 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.

    2 min

  5. FEB 3 · BONUS

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

    Retirement.Radio's Matt McClure sits down with Rod Griffin, Senior Director of Consumer Education and Advocacy at Experian, for a practical and timely conversation about emergency savings. With rising living costs, recent holiday spending, and ongoing debt repayment putting pressure on household budgets, many Americans struggle to set money aside for unexpected expenses. Matt and Rod break down common emergency fund guidelines—ranging from three to six months of expenses or more—while emphasizing that the most important step is simply getting started. Rather than focusing on intimidating savings targets, the discussion highlights the value of small, consistent contributions that build momentum over time. The conversation also explores actionable strategies for freeing up cash flow, including tracking expenses, reducing recurring bills, and using available tools to identify unused subscriptions or high-cost credit options. Matt and Rod wrap up by connecting emergency savings to long-term financial stability, stressing the importance of automation, protecting credit health, and taking full advantage of employer-matched retirement contributions. Host: Retirement.Radio’s Matt McClure Guest: Rod Griffin, Senior Director of Consumer Education and Advocacy at Experian Schedule your complimentary Social Security and retirement consultation: www.activewealth.com/plan -- Call us now: (770) 685-1777 Catch up on past episodes: retirementresults.com/podcasts Watch on YouTube: https://www.youtube.com/@RetirementResults -- 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.

    8 min

  6. JAN 28 · BONUS

    Podcast Extra: Important Tax Changes for the 2026 Filing Season

    Retirement.Radio’s Matt McClure sits down with Mark Steber, Chief Tax Officer of Jackson Hewitt, to break down what taxpayers need to know heading into the 2026 tax season. They discuss some of the biggest changes on the horizon, including an estimated $300 billion in refunds expected for millions of Americans — and why filing early and accurately can make a real difference. Steber walks through several new tax benefits, including deductions for tipped and overtime workers and a new tax break for seniors age 65 and older. The conversation also covers practical tips on getting organized, choosing a trusted tax professional, and avoiding common tax scams. It’s a timely, practical discussion designed to help listeners feel informed, prepared, and confident as tax season approaches. Schedule your complimentary Social Security and retirement consultation: www.activewealth.com/plan -- Call us now: (770) 685-1777 Catch up on past episodes: retirementresults.com/podcasts Watch on YouTube: https://www.youtube.com/@RetirementResults -- 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.

    8 min

  7. JAN 16

    How to Maximize Your Social Security Benefits in 2026

    This week on Retirement Results, Ford Stokes, a Registered Social Security Analyst, walks through everything pre-retirees need to understand about Social Security as we flip the calendar into 2026. Ford explains how Social Security benefits are calculated, common mistakes people make when claiming, and why timing matters so much when it comes to maximizing your lifetime benefits. He also discusses strategies designed to help individuals and couples get the most out of what they have paid into the system over their working years. The conversation highlights why Social Security should be coordinated with the rest of your retirement plan – considering your investments, taxes, and income needs – rather than treated as a standalone decision. Ford also explains how personalized Social Security maximization reports can help clarify your options and identify the claiming strategy that may be best for your specific situation. If you are approaching retirement or thinking about when to claim Social Security, this episode provides practical insights to help you make informed decisions with confidence. See the video with the presentation here: https://youtu.be/nDt7NlqtcCE Schedule your complimentary Social Security and retirement consultation: www.activewealth.com/plan -- Call us now: (770) 685-1777 Catch up on past episodes: retirementresults.com/podcasts Watch on YouTube: https://www.youtube.com/@RetirementResults -- 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.

    26 min

  8. 12/19/2025

    Start the New Year with an Improved Retirement Plan

    This week on Retirement Results, Ford and Sam focus on how to make 2026 your year by starting the new year on the right financial footing. As a new year approaches, many people are thinking about resolutions — but when it comes to retirement and long-term financial security, the most important step is understanding where you are today. Ford and Sam walk through several simple, practical changes you can make to your portfolio and overall plan that can have a meaningful impact over time. They also discuss how better management of risk, fees, and taxes can help retirees and pre-retirees keep more of what they have worked so hard to save. -- Schedule your complimentary consultation with a fiduciary advisor: www.activewealth.com/plan Call us now: (770) 685-1777 Catch up on past episodes: retirementresults.com/podcasts Watch on YouTube: https://www.youtube.com/@RetirementResults -- 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.

    27 min
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About

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. Listen to the show: New episodes drop every weekend on your favorite podcast app. Featured on Forbes, AM 920 the Answer, WDUN, Fox Business, RSSA and more! Listeners Call Us at (770) 685-1777 | For More Info: RetirementResults.com | Learn More About Us: ActiveWealth.com

Information

  • Creator
    Active Wealth Management
  • Years Active
    2022 - 2026
  • Episodes
    99
  • Rating
    Clean
  • Copyright
    © 2024 Retirement Results
  • Show Website
    Retirement Results