PODCAST · education
Retirement Results
by Active Wealth Management
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
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Podcast Extra: Avoiding the October Scaries
This Halloween-themed financial vignette explores the financial fears many Americans face, from market volatility and inflation to unexpected expenses and retirement uncertainty. Featuring insights from interviews with financial industry leaders, this month's vignette offers a message of optimism...
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Podcast Extra with Jean Chatzky: Turning Retirement Savings into a Forever Paycheck
You’ve spent decades saving for retirement—but how do you turn that money into income you can confidently spend? Retirement.Radio’s Matt McClure talks with bestselling author and AARP personal finance columnist Jean Chatzky about her new book, The Forever Paycheck. They explore why retirees often...
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Podcast Extra: Emergency Funds in Retirement
The fall season is upon us, and among the normal fall cleanup of a financial portfolio is an equally important but often overlooked part of retirement planning: building and maintaining an emergency fund in retirement. This month's vignette discusses how an emergency fund can help cover…
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Podcast Extra: Back-to-School Finances: Saving Money and Teaching Smarter Habits
Back-to-school season can put added pressure on the family budget—but a little planning can help keep those costs under control. Retirement.Radio’s Matt McClure talks with Lora Monfared, Consumer Credit Card Executive at Bank of America, about practical ways parents and grandparents can save on...
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Podcast Extra: 99 Smart Ways to Save Money in Today's Economy
As prices continue to challenge household budgets, finding practical ways to save money has never been more important. In this podcast extra, Retirement.Radio's Matt McClure sits down with Stephen Perrine, executive editor of AARP The Magazine and AARP Bulletin, to discuss AARP's annual 99 Great...
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Podcast Extra — Medicaid Changes and Cancer Treatment: What's at Stake?
New Medicaid work requirements are scheduled to take effect in 2027, and some healthcare experts are raising concerns about how they could affect cancer patients and survivors. Retirement.Radio's Matt McClure sits down with Dr. Julie Gralow, Chief Medical Officer and Executive Vice President of…
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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...
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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...
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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...
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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…
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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…
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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…
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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…
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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...
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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...
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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…
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How to Maximize Your Social Security Benefits in 2026
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…
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Start the New Year with an Improved Retirement Plan
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…
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Facing a Layoff? Here’s Your Financial Gameplan
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...
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How an 88-Year-Old Lost His Pension
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...
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Podcast Extra—Inflation, Tariffs, and Dupe Culture: How We’re Shopping This Holiday Season
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…
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Podcast Extra: The Proper Steps to Take for a Successful Retirement
In this piece, brought to you by Retirement.Radio's Jim Tarabocchia, we explore the basics steps to take – and break them down – for further clarity on preparing for retirement. Key Points Covered: The importance of saving for retirement – NOW Balancing your investments – How a healthy mix of...
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Scary Retirement Mistakes and How to Avoid Them
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...
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Bonus Interview: The Hidden Respiratory Risk for Retirees with Dr. Leonard Friedland
In recognition of RSV Awareness Month, Retirement.Radio’s Matt McClure sits down with Dr. Leonard Friedland, Vice President and Director of Scientific Affairs and Public Health for GSK North America, and Carole, a National Senior Games athlete, to discuss how RSV (respiratory syncytial virus)...
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Lock In Gains, Not Worries – Smart Planning for Retirees
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...
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Social Security Updates & The Government Shutdown
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...
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Retire Smarter, Not Harder
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…
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Bonus Interview: New Tax Changes - with Mark Steber
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…
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Smart Strategies to Avoid Running Out of Money in Retirement
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...
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Bonus Interview: Protecting Your Digital Life After 50—Insights from AARP’s Tom Kamber
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...
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Market Corrections Happen: Is Your Plan Ready?
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…
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Retirement Planning in a Changing World
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...
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A Smarter Alternative to Bank CDs
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...
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Habits That Could Wreck Your Retirement Dreams
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…
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Protecting Your Retirement Income from Volatility and Inflation
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...
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Retirement Tax Traps: How to Avoid Costly Mistakes
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…
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Volatility-Proof Your Retirement: Minimizing Risk & Maximizing Confidence
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...
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Ready, Set, Retire!
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…
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Important Changes that Will Impact Retirees
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...
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No Pension, No Problem!
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”...
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How the Big Beautiful Bill Changes Social Security
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...
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Ask the Advisors: We Answer Your Questions!
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…
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Protect Your Assets & Your Family with an Estate Plan
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...
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How to Navigate Social Security Like a Pro (With 2 Registered Analysts!)
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...
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Why Your Income Strategy is the Key to Retirement Success
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...
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Improve Your Retirement Plan This Summer!
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...
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Improve Your Plan & Live Comfortably During Retirement
On this week's episode, advisors Ford Stokes and Sam Davis discuss different ways you can improve your finances and live more comfortably during retirement – no matter how much you have saved! -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan Listeners Can Call Us...
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Protect Your Investments and Create Income for Life
Advisors Ford Stokes and Sam Davis share a special Memorial Day message for listeners before discussing a quote from novelist Jane Austen. Then, they dive into exactly how annuities work and some of the best options available for those looking to establish a personal pension in retirement. --...
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Bonus Interview: Healthy Eyes, Healthy Lives: Vision Tips from the National Eye Institute
Guest: Dr. Chantal Cousineau-Krieger, Ophthalmologist, National Eye Institute ️ May is Healthy Vision Month, and Matt McClure sits down with Dr. Chantal Cousineau-Krieger, an ophthalmologist with the National Eye Institute, to explore how your eye health connects to your overall…
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Is Your Investment Strategy Age Appropriate?
In this week’s episode, advisors Ford Stokes and Sam Davis explore how to tailor your investment strategy to your current life stage. Whether you’re just starting out, mid-career, or nearing retirement, they provide practical tips on risk management, diversification, and adjusting your asset...
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ABOUT THIS 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
HOSTED BY
Active Wealth Management
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Frequently Asked Questions
How many episodes does Retirement Results have?
Retirement Results currently has 99 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Retirement Results about?
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...
How often does Retirement Results release new episodes?
Retirement Results has 99 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Retirement Results?
You can listen to Retirement Results on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Retirement Results?
Retirement Results is created and hosted by Active Wealth Management.
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