Retirement Results

Hosted by Active Wealth Management

Investing Education News

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Latest episode

May 2026

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EN-US

About the show

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

Listen to episodes

60 recent

May 28, 20267 min

Podcast Extra: Hearing Loss with Dr. Ryan Potter

Retirement.Radio’s Matt McClure speaks with Dr. Ryan Potter about the growing issue of hearing loss among first responders and why protecting hearing health is so important in high-pressure emergency situations. Dr. Potter explains that long-term noise exposure impacts an estimated 80% of law enforcement officers, 40% of firefighters, and 45% of EMS providers, creating challenges that can affect both job performance and quality of life. The conversation also highlights practical ways everyone can protect their hearing, from using hearing protection in loud environments to getting baseline hearing evaluations and taking a proactive approach to long-term hearing health. Dr. Potter shares the personal story that inspired his career in audiology and discusses how Hearing Life is helping people improve their hearing through assessments, treatment options, and special savings opportunities for first responders. -- Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

May 13, 20262 min

Podcast Extra - Beyond the Battlefield: Smart Money Moves for Service Members and Veterans

May is Military appreciation month, a time to honor the men and women who serve and have served our great nation…And while we honor those associated with the military, members and veterans are fighting a different battle: finances, and purpose.Key Points Covered: Finding a purpose - For many who leave the military, the biggest challenge isn’t just money — it’s finding purpose in a new civilian world. Financial Stability - With a solid financial foundation, veterans gain the freedom to chase meaningful work instead of just any paycheck. Financial Options - Several powerful financial vehicles are available specifically for former service members. Schedule your complimentary Social Security and retirement consultation:www.activewealth.com/plan -- Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

April 1, 20262 min

Podcast Extra: Financial Literacy Month

April is National Financial Literacy Month. It started back in the early 2000s when Congress realized too many Americans were leaving school without the first clue about how to manage a paycheck, a credit card, or a financial future. Fast-forward to 2026, and the problem hasn’t gone away. Nearly half of U.S. adults still give themselves a C-minus or worse on money knowledge…Key Points Covered: Review one monthly bill and see if you can cut, renegotiate, or cancel it Set one small savings goal — even twenty bucks a paycheck counts Learn just one new money concept — like how compound interest works for you instead of against you Sit down with your partner or your kids and have one honest conversation about money. No judgment, Just real talk Schedule your complimentary Social Security and retirement consultation:www.activewealth.com/plan -- Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

March 11, 20262 min

Podcast Extra: Financial Spring Cleaning

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. Organize your income and expenses - Take a hard look at where your money actually goes each month Schedule your complimentary Social Security and retirement consultation:www.activewealth.com/plan -- Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

February 28, 202619 min

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

February 25, 20265 min

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

February 20, 202629 min

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

February 14, 20262 min

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

February 3, 20268 min

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 McClureGuest: 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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.

January 28, 20267 min

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) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch 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.