Retirement Results

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...

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 ...

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 gran...

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 uncov...

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, offeri...

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 bui...

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...

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 i...

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 ...

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 ...

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 lifeti...

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 qual...

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 At...

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

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 overlo...

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...

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....