Retirement Results

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.

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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 ...