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 benefits for spouses, widows, and divorced individuals.
They also share real client success stories and break down the myth of the traditional 60/40 portfolio, offering modern income strategies using fixed indexed annuities and tax-smart planning. If you're nearing retirement or already there, this episode is packed with actionable advice you don't want to miss.
Get your personalized Social Security Roadmap and income plan today!
Call us: (770) 685-1777
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️Schedule your free consultation: RetirementResults.com/plan
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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 you listen to podcasts:
WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am
Listen to Previous Episodes: https://retirementresults.com/podcasts/
Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults
Learn More About Us: ActiveWealth.com
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.
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