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Welcome to The Active Wealth Show Podcast! Your Host is Ford Stokes, Founder and CEO with Active Wealth Management. Ford is passionate about educating pre-retirees, retirees and business owners on how to retire successfully. You will learn key strategies to protect and grow your wealth. As a fiducia…

Ford Stokes


    • Jul 29, 2022 LATEST EPISODE
    • weekly NEW EPISODES
    • 47m AVG DURATION
    • 97 EPISODES


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    Latest episodes from Active Wealth Show

    Smart Investing Strategies for Saving Money on Taxes

    Play Episode Listen Later Jul 29, 2022 47:55


    AWS Full Show 7.28.mp3: Audio automatically transcribed by Sonix AWS Full Show 7.28.mp3: this mp3 audio file was automatically transcribed by Sonix with the best speech-to-text algorithms. This transcript may contain errors. Producer: Any examples used are for illustrative purposes only, and do not take into account your particular investment objectives, financial situation or needs, […]

    Who Do You Trust with Your Money?

    Play Episode Listen Later Jul 22, 2022 47:54


    AWS Full Show 7.21.mp3: Audio automatically transcribed by Sonix AWS Full Show 7.21.mp3: this mp3 audio file was automatically transcribed by Sonix with the best speech-to-text algorithms. This transcript may contain errors. Producer: Any examples used are for illustrative purposes only, and do not take into account your particular investment objectives, financial situation or needs, […]

    Investing with Income in Mind

    Play Episode Listen Later Jul 1, 2022 47:55


    AWS 070122.mp3: Audio automatically transcribed by Sonix AWS 070122.mp3: this mp3 audio file was automatically transcribed by Sonix with the best speech-to-text algorithms. This transcript may contain errors. Producer: Any examples used are for illustrative purposes only, and do not take into account your particular investment objectives, financial situation or needs, and may not be […]

    What I Would Do If I Were You

    Play Episode Listen Later Jun 24, 2022 48:01


    AWS 6-24-22 FULL SHOW.mp3: Audio automatically transcribed by Sonix AWS 6-24-22 FULL SHOW.mp3: this mp3 audio file was automatically transcribed by Sonix with the best speech-to-text algorithms. This transcript may contain errors. Matt McClure: Any examples used are for illustrative purposes only, and do not take into account your particular investment objectives, financial situation or […]

    What to Do with Your Money Right Now

    Play Episode Listen Later Jun 22, 2022 47:26


    Do you have a smart plan in place for your future in retirement? With volatility on the rise, Ford offers solutions and strategies for reducing what you will owe the IRS, and generating enough income to last throughout your entire retirement. Book a free consultation now at ActiveWealthShow.com Call Ford today at 770-685-1777 APPROVED_AWS_FullShow_061722.mp3: Audio […]

    How to Build Your Own Smart Financial Plan

    Play Episode Listen Later Jun 4, 2022 46:18


    REVISED_AWS_060322_FULLSHOW.mp3: Audio automatically transcribed by Sonix REVISED_AWS_060322_FULLSHOW.mp3: this mp3 audio file was automatically transcribed by Sonix with the best speech-to-text algorithms. This transcript may contain errors. Producer: Any examples used are for illustrative purposes only, and do not take into account your particular investment objectives, financial situation or needs, and may not be suitable for […]

    How to Take Advantage of a Market Opportunity

    Play Episode Listen Later May 28, 2022 48:01


    On this week’s show, Ford shares his thoughts about Memorial Day and plays clips from his conversation with Laura Ingraham of Fox News. Listen in live on AM920 The Answer Saturdays at noon; or listen to the podcast on iTunes, Google Podcasts, Spotify, or wherever you listen to podcasts. If you are interested in getting […]

    The Biggest Challenges Retirees Face Today

    Play Episode Listen Later May 21, 2022 49:49


    Are you prepared to enter and endure retirement in a volatile market? On this week’s show, Ford talks about a big investing mistake to avoid and offers some good strategies for building wealth during a down market. If you are interested in getting a complimentary portfolio review, you can reach The Active Wealth Team and […]

    How to Outlast an Economic Downturn with Your Retirement Plan

    Play Episode Listen Later May 14, 2022 46:35


    It’s essential not to make emotional decisions during a time of economic volatility. The key to a successful retirement is sticking to a tested plan that includes tactical management strategies. This week on the Active Wealth Show, Ford breaks down how to fight inflation and volatile markets. If you are interested in getting a complimentary […]

    How to Plan for Retirement in a Volatile Economy

    Play Episode Listen Later May 7, 2022 47:50


    On this week’s show, Ford responds to a story about the current state of affairs with housing and mortgage costs. He also discusses some key strategies for building a successful retirement during volatile times. If you are interested in getting a complimentary portfolio review, you can reach The Active Wealth Team and Ford at ActiveWealth.com […]

    How We Use Structured Notes in our Portfolios

    Play Episode Listen Later Apr 30, 2022 42:59


    On this week’s show, Ford reacts to a couple of news stories related to inflation and retirees traveling. He also explains how Active Wealth Management implements structured notes as part of a Smart Financial Plan. If you are interested in getting a complimentary portfolio review, you can reach The Active Wealth Team and Ford at […]

    Debunking Myths About Annuities

    Play Episode Listen Later Apr 25, 2022 47:55


    There are a lot of misconceptions about annuities. On this week’s show, Ford debunks some common myths, discusses a market outlook for Q2, and makes two exciting announcements. If you’ve ever had any questions about annuities, this episode is a must-listen! You can catch the Active Wealth Show every Saturday from 12:00 – 1:00 PM […]

    How and Why Annuities Work

    Play Episode Listen Later Apr 18, 2022 47:54


    On this week’s Active Wealth Show, Ford explains exactly how and why annuities work. If you have bonds dragging down your portfolio, or an annuity that isn’t meeting your expectations, reach out now and schedule your free consultation. You can catch the Active Wealth Show every Saturday from 12:00 – 1:00 PM on AM920TheAnswer (WGKA […]

    Learn All You Need to Know About Annuities with Annuity 360

    Play Episode Listen Later Apr 9, 2022 47:51


    On this week’s Active Wealth Show, we play select chapters from Ford’s book, Annuity 360. You can request a free copy of Annuity 360 at www.Annuity360.net or by calling Ford at (770) 685-1777. The Active Wealth team is here to help you grow and protect your wealth. You can catch the Active Wealth Show every […]

    Important Things Most Advisors Won’t Tell You

    Play Episode Listen Later Apr 6, 2022 48:00


    On this week’s Active Wealth Show, Ford lists several concerning things that other financial advisors won’t often tell you. You can schedule a free consultation with Ford now at ActiveWealth.com. Or call Ford at 770-685-1777. Schedule a conversation with Ford now: ActiveWealth.comWatch more episodes: www.ActiveWealthShow.com/podcastRequest your free copy of Annuity 360: www.Annuity360.net Important Things Most Advisors Won't Tell […]

    Investment Tools and Strategies You Should be Considering Right Now

    Play Episode Listen Later Mar 26, 2022 47:45


    On this week's show, Ford gives a market update and highlights some positive indicators in the economy. We also debut a new segment, "The Rate is Right", and give details on the latest structured note offerings. The latest structured note comes from UBS for the month of April and is offering a minimum of 12.75%! [...]

    Why a Fixed Indexed Annuity Could be the Solution to Your Retirement

    Play Episode Listen Later Mar 12, 2022 47:43


    On this episode of the Active Wealth Show, Ford explains how annuities work and why a Fixed Indexed Annuity may be right for you. Call Ford now at 770-685-1777 or book your free consultation at ActiveWealth.com. We will give you a free portfolio analysis and a free financial plan to your 95th birthday. We'll see you [...]

    New Investment Strategies for Volatile Times

    Play Episode Listen Later Mar 5, 2022 47:56


    On this episode of the Active Wealth Show, Ford introduces a new structured note investment available in March. He also covers the markets reacting to what is happening in Ukraine, and how to prepare your portfolio for uncertain times. Got questions about structured notes? Call Ford now at 770-685-1777 or book your free consultation at [...]

    How to Start Building Your Retirement Plan

    Play Episode Listen Later Feb 26, 2022 47:51


    On this week's show, Ford answers some questions from Activators before detailing how you can get started on your retirement plan today. Activators, if you'd like to get more information you can call us at (770) 685-1777 or go to www.ActiveWealthShow.com and set an appointment. We will give you a free portfolio analysis and a [...]

    Roth Ladder Conversions and How to Kick the IRS Out of Your Retirement Plan

    Play Episode Listen Later Feb 20, 2022 47:55


    On this episode of the Active Wealth Show, Ford gives a market update and discusses how geopolitical events have affected the markets historically. You will also learn how a Roth IRA can be an investor's most valuable tool in their portfolio.Activators, if you'd like to get more information you can call us at (770) 685-1777 [...]

    If You Fail to Plan, You Are Planning to Fail

    Play Episode Listen Later Feb 14, 2022 47:53


    On this episode of the Active Wealth Show, Ford and Sam discuss how inflation has impacted every part of our lives, including Super Bowl Sunday!Then, Ford explains the importance of having a plan for retirement, and what working with private wealth management looks like.Activators, if you'd like to get more information you can call us [...]

    How to Build a Smart Financial Plan in 2022

    Play Episode Listen Later Feb 7, 2022 47:48


    https://vimeo.com/673903276 On this week's Active Wealth Show, Ford gives the listeners some important updates regarding the markets and the U.S. economy, before breaking down all the elements of a smart financial plan. Active Wealth offers a completely free portfolio and retirement analysis to all listeners; you can schedule a time to talk at ActiveWealth.com. We'll [...]

    If You Want the Best for Yourself, You Can’t Do It By Yourself

    Play Episode Listen Later Jan 31, 2022 47:54


    https://vimeo.com/671463160 This week on the Active Wealth Show, Ford discusses a new structured note offering for investors, answers more questions from listeners and highlights the importance of the 4% rule and the rule of 100. Activators, if you'd like to get more information you can call us at (770) 685-1777 or go to www.ActiveWealthShow.com and [...]

    Answering Questions from Activators

    Play Episode Listen Later Jan 25, 2022 47:53


    https://vimeo.com/669646665 This week, Ford answers questions sent in from Activators that are pre-retirees and retirees. He also outlines all the elements of a smart financial plan for 2022 and beyond. Activators, if you'd like to get more information you can call us at (770) 685-1777 or go to www.ActiveWealthShow.com and set an appointment. We will [...]

    Tax Advantaged Investing Strategies You Need to Know About

    Play Episode Listen Later Jan 18, 2022 47:26


    https://vimeo.com/666298418 On this week's episode of the Active Wealth Show, Ford explains how you can implement different tax-advantaged strategies to build more wealth and ensure a successful retirement. As always, Activators can get a retirement plan mapped out until their 95th birthday absolutely for FREE; just schedule a time to talk below or call ( [...]

    Building a Tailor-Made Retirement Plan for 2022

    Play Episode Listen Later Jan 10, 2022 47:23


    https://vimeo.com/663990175/08302d9843 This week on the Active Wealth Show, Ford interviews Dr. Chip Houston and Ryan Moore of North Cobb Christian School about their remarkable business program for young students. Then, Ford reviews the 2022 retirement resolution to help all you activators start 2022 on the right foot. As always, Activators can get a retirement plan [...]

    New Year’s Resolutions for a Better Retirement

    Play Episode Listen Later Dec 26, 2021 47:53


    dfgsd This week on the Active Wealth Show, Ford discusses a great alternative to bonds, before diving into structured notes and how you can experience market-like gains while protecting your investments at the same time.Book your free no-obligation consultation: ActiveWealth.comWatch more episodes: ActiveWealthShow.com/podcastRequest your free copy of Annuity 360: Annuity360.net New Year's Resolutions for a [...]

    Not Your Mom and Dad’s Retirement: Retirement Today versus Retirement of the Past

    Play Episode Listen Later Dec 13, 2021 47:52


    https://vimeo.com/655848169 This week on the Active Wealth Show, Ford explains why inflation has reached record levels, gives the latest market update, and discusses what to expect with gas prices in the months ahead. Then, he breaks down retirement of the past versus retirement today. As always, Activators can get a retirement plan mapped out until [...]

    Misconceptions About Retirement

    Play Episode Listen Later Dec 6, 2021 47:46


    https://vimeo.com/653749798 On this week's Active Wealth Show Ford discusses the most common misconceptions about retirement as well as: the latest market and economic newsthe post-pandemic economic recoverythe seven financial headwinds that retirees can expect to faceinvesting with structured notesrunaway inflation and Dollar Tree raising prices to $1.25supply chain issues affecting the 2021 holiday shopping season [...]

    Reduce Risk and Fees with Your Portfolio

    Play Episode Listen Later Nov 27, 2021 47:40


    https://vimeo.com/649543105 In this week's episode, Ford plays some chapters from his book Annuity 360, and explains how to eliminate unnecessary risk from your portfolio while also setting yourself up with an income for life. You can download Annuity 360 for free at www.Annuity360.net. As always if you'd like to get more information you can call [...]

    Building a Smart Financial Plan During Inflation

    Play Episode Listen Later Nov 20, 2021 47:40


    https://vimeo.com/647798936 To get more information on how to build a Smart Financial Plan during this period of rampant inflation, go to www.ActiveWealth.com or call (770) 685-1777). We're here to help #Activators during this difficult time in our economy. Building a Smart Financial Plan During Inflation AWR SHOW: Audio automatically transcribed by SonixBuilding a Smart Financial [...]

    Growing Your Net Worth with Structured Notes

    Play Episode Listen Later Nov 13, 2021 47:48


    https://vimeo.com/644982928 Ford is joined by Greg and Robbie Miller of Buckhead's Miller Brother's to discuss how finances look like for business owners in today's world. Ford also discusses how to grow your net worth with the help of Structured Notes, covers the most common misconceptions about retirement. As a reminder, my radio and podcast listeners [...]

    Everything You Need to Know About Social Security

    Play Episode Listen Later Nov 8, 2021 47:57


    https://vimeo.com/642785138 Today's show is all about maximizing your social security and using it to your best advantage, so let's begin by clearing up some of the most common misconceptions we hear regarding social security. As a reminder, my radio and podcast listeners get a free financial plan to their 95th birthday and a free portfolio [...]

    You Can Reach Your Financial Goals

    Play Episode Listen Later Nov 3, 2021 47:53


    https://vimeo.com/641963103 This week on the Active Wealth Show we welcome Bonnie Dobbs from Medicare and Other Red Tape as we discuss Medicare and open enrollment. We also cover what components make up a Smart Financial Plan, and how you can implement them into your retirement. You can reach us at www.ActiveWealth.com or give us a [...]

    You Don’t Know What You Don’t Know

    Play Episode Listen Later Oct 25, 2021 47:39


    https://vimeo.com/638397455 AWR SHOW 102321 Transcript: Audio automatically transcribed by SonixAWR SHOW 102321 Transcript: this mp3 audio file was automatically transcribed by Sonix with the best speech-to-text algorithms. This transcript may contain errors. Producer: Are you concerned about U.S. tax rates being raised by the Biden administration and how that will affect your retirement? Tune in [...]

    The Largest Social Security Increase in Four Decades: What You Need To Know

    Play Episode Listen Later Oct 19, 2021 47:44


    https://vimeo.com/636243751 Transcript Producer: [00:00:00] Registered investment advisors and investment adviser representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interest of our clients and to make full disclosure of any conflicts of interest, if any exist. Please refer to our firm brochure. The ADV [...]

    How to Build a Smart Financial Plan

    Play Episode Listen Later Oct 11, 2021 47:51


    https://vimeo.com/626417191 How to Build a Smart Financial Plan Transcript Producer: [00:00:00] Registered investment advisors and investment adviser representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interest of our clients and to make full disclosure of any conflicts of interest, if any exist. Please [...]

    Are Roth Conversions Going Away?

    Play Episode Listen Later Oct 5, 2021 47:52


    https://vimeo.com/621144867 Are Roth Conversions Going Away? Transcript Producer: [00:00:00] Registered investment advisors and investment adviser representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interest of our clients and to make full disclosure of any conflicts of interest, if any exist. Please refer to [...]

    What To Do In A Market Downturn

    Play Episode Listen Later Sep 28, 2021


    https://vimeo.com/616484520 What To Do In A Market Downturn Transcript Producer: [00:00:00] Registered investment advisors and investment adviser representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interest of our clients and to make full disclosure of any conflicts of interest, if any exist. Please [...]

    What Does Retirement Safety Mean To You?

    Play Episode Listen Later Sep 14, 2021 49:46


    https://vimeo.com/602840223 What Does Retirement Safety Mean To You? Transcript Producer: [00:00:00] Fixed annuities, including multiyear guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges, as described in the annuity contract guarantees are backed by the financial strength and claims paying ability of the issuer. [...]

    What Private Wealth Management Looks Like

    Play Episode Listen Later Sep 7, 2021 44:00


    https://vimeo.com/599187553 What Private Wealth Management Looks Like Transcript: Producer: [00:00:30] Fixed annuities, including multiyear guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges, as described in the annuity contract guarantees are backed by the financial strength and claims paying ability of the issuer. Any [...]

    Saving and Growing Your Money During Retirement

    Play Episode Listen Later Aug 30, 2021 48:18


    https://vimeo.com/593593513 Saving and Growing Your Money During Retirement Transcript Producer: [00:00:30] Fixed annuities, including multiyear guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges as described in the annuity. Contract guarantees are backed by the financial strength and claims paying ability of the issuer. [...]

    401k/IRA Review

    Play Episode Listen Later Aug 23, 2021 48:07


    https://vimeo.com/591663397/fe5d1c85b6 401k/IRA Review Transcript Producer: [00:00:00] Fixed annuities, including multiyear guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges as described in the annuity contract guarantees are backed by the financial strength in claims paying ability of the issuer. Any examples used are for [...]

    Take Control on Your Retirement

    Play Episode Listen Later Aug 16, 2021 43:55


    https://vimeo.com/587552307/7f82734cb9 Take Control on Your Retirement Transcript Take Control on Your Retirement Transcript Producer: [00:00:00] Fixed annuities, including multiyear guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges as described in the annuity contract guarantees are backed by the financial strength in claims paying [...]

    Get Smart after Market Volatility

    Play Episode Listen Later Jul 27, 2021 48:14


    https://vimeo.com/579647180/2c27a9cdd0 Get Smart after Market Volatility Transcript t after Market Volatility Transcript Producer: [00:00:30] Fixed annuities, including multiyear guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges as described in the annuity contract guarantees are backed by the financial strength and claims paying ability [...]

    How To Build A Smart Financial Plan

    Play Episode Listen Later Jul 19, 2021 46:29


    https://vimeo.com/576781682/f1092da9f8 How To Build A Smart Financial Plan Transcript Producer: [00:00:30] Fixed annuities, including multiyear guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges as described in the annuity contract guarantees are backed by the financial strength and claims paying ability of the issuer. [...]

    Inflation and Your Retirement

    Play Episode Listen Later Jul 10, 2021 48:10


    https://vimeo.com/572824792/1aca7f6142 Active Wealth Show Transcription: Producer: [00:00:00] Fixed annuities, including multi-year guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges as described in the annuity contract guarantees are backed by the financial strength and claims paying ability of the issuer. Any examples used are [...]

    Memorial Day & 1970’s Inflation is not the same as Today’s Inflation

    Play Episode Listen Later Jun 3, 2021 49:24


    https://vimeo.com/558255615/80ba944b0c Happy Memorial Day & 1970's Inflation is not the same as Today's Inflation Ford Stokes: [00:00:30] Fixed annuities, including multiyear guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges as described in the annuity contract guarantees are backed by the financial strength and [...]

    Especially Now

    Play Episode Listen Later May 24, 2021 48:39


    https://vimeo.com/554050450/8062cd96f7 Especially Now - Investing In Sound Financial StrategiesTranscript Producer Sam Davis: Annuities are not designed for short term investments and may be subject to restrictions, fees and surrender charges as described in the annuity. Contract guarantees are backed by the financial strength and claims paying ability of the issuer. Welcome to the Active Wealth [...]

    Smart Financial Plan & Retirement Income

    Play Episode Listen Later May 17, 2021 48:30


    https://vimeo.com/552676072/005a2f1f1c Smart Financial Plan & Retirement Income Outline Ford Stokes: [00:01:38] And welcome to the active wealth show Activators. I’m Ford Stokes, your chief financial advisor, so glad you're with us. We've got a lot to talk about on today's show. We're going to talk about tax free retirement income and how you can really [...]

    One Asset Class To Avoid In Retirement

    Play Episode Listen Later May 11, 2021 48:18


    https://vimeo.com/547766832/d6e6373718 Active Wealth Show Trasncription: Producer Sam: [00:00:30] Fixed annuities, including multiyear guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges as described in the annuity contract guarantees are backed by the financial strength and claims paying ability of the issuer. Ford Stokes: [00:00:45] [...]

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