Ford Stokes and Sam Davis discuss what a “retirement tax bomb” is and how you can prevent one from damaging your golden years. Plus, we share an example of how we helped some listeners in our Problem Solver segment.

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Schedule your Complimentary Consultation with Ford Stokes now: Calendly.com/fordstokes

In this bonus interview from Retirement.Radio's Matt McClure, we talk with Robin Growley - Head of Consumer Deposits at Bank of America. The two discuss some new online budgeting trends Robin has been tracking and offer advice on how listeners can navigate them.

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Schedule your Complimentary Consultation with Ford Stokes now: Calendly.com/fordstokes

Ford Stokes and Sam Davis share some of the most common financial mistakes they encounter when helping people prepare for a successful retirement. We also highlight some common misconceptions in a new edition of “right or wrong”.

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Schedule your Complimentary Consultation with Ford Stokes now: Calendly.com/fordstokes

Ford Stokes and Sam Davis share a checklist of six essential steps investors should be taking as they prepare for retirement. Have you met with a fiduciary advisor who can help you reduce risk, taxes and fees?

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Schedule your Complimentary Consultation with Ford Stokes now: Calendly.com/fordstokes

On this episode, Ford Stokes and Sam Davis share some important reminders and valuable insights ahead of Tax Day 2024. Plus, what are America’s seniors loving (and regretting) about their retirement? We share the results of a recent survey and think you'll find it inciteful.

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Schedule your Complimentary Consultation with Ford Stokes now: Calendly.com/fordstokes

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Schedule your Complimentary Consultation with Ford Stokes now: Calendly.com/fordstokes

Ford Stokes and Sam Davis share seven tips to help you take action today and start “spring cleaning” your financial life. Also on this show, pensions are a valuable tool for retirement planning – but do you know what to do if your job doesn’t offer a pension plan? Let us help you establish your own personal pension plan today!

For More Information & to Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Schedule your Complimentary Consultation with Ford Stokes now: Calendly.com/fordstokes

Ford Stokes and Sam Davis share some fascinating statistics that will likely motivate you to start planning for retirement, or checking-in on your plan if you already have one. Contact us today for your complimentary Social Security roadmap!

Check Out Previous Episodes: RetirementResults.com

To Learn More About our Mission and Our Team: ActiveWealth.com

Schedule your Complimentary Consultation with Ford Stokes now: Calendly.com/fordstokes