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. 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
Episodes
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 vuln...
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 o...
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...
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 ...
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 bre...
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...
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...
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 ...
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 f...
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...
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 ...
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 m...
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 cove...
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 so...
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 f...
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 y...
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 financ...
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 hel...
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