Ford Stokes, Your Chief Financial Advisor with Active Wealth and Host of the Active Wealth Show shares the #1 obstacle to your retirement and the #1 solution to climb over that obstacle to a successful retirement. Here’s a hint: the Obstacle is TAXES and the Solution is a ROTH LADDER CONVERSION. #ROTHLADDER #ROTH CONVERSION #TAXES #RETIREMENT #INVESTING

If a majority of your assets are in an IRA or 401K or a 403b or a 457 or a SEP IRA or a Simple IRA, then a ROTH LADDER CONVERSION will reduce the taxes you will pay during retirement. #ROTHLADDERCONVERSION #RETIREMENTTAXSAVINGS #IRA #401K #ROTHIRA

Ford Stokes, Host of The Active Wealth Show and your Chief Financial Advisor talks about the top thing standing in the way of your retirement and THE SOLUTION for a successful retirement. (Hint: It will be TAXES and you should get a ROTH LADDER CONVERSION PLAN from Active Wealth Wealth Management, Inc. Send Ford an email at [email protected] to get started.

June 8th

Active Wealth Show Outline

Introduction and

Segment 1

Welcome to The Active Wealth Show. This is our very first

show on WGKA. We will be with you every Saturday afternoon from 2:00 – 3:00 PM

to share important investing and retirement planning strategies so you can

retire successfully.

Our Producer, Christian Dooley is here with me today and

will be with us on every show. Hey Christian, I’m glad you are here on The

Active Wealth show, How are you today and what are your thoughts about the

future of our show?

I completely agree with you Christian. My goal is to have a

one-on-one conversation with every pre-retiree and retiree listening to our

show each week. I will share important strategies to help you protect and grow

your wealth.

Christian is going to play some great music for us and we

will share some cool music, movie and sports trivia on every show just to keep

things interesting.

Also, I want to announce our first Educational Series. Over

the Next Five Weeks, I will share One of Five Financial Headwinds that

pre-retirees and retirees will face over the next 30+ years during their

retirement. So NEXT WEEK I will share Financial Headwind #1 at the start of

Next Week’s Show. You don’t want to miss learning about this potential obstacle

that could negatively impact your retirement. I will also share a strategy to

combat this financial headwind during next week’s show.  

So here’s a quick

Outline for today’s show:

We will talk about your Vision for Your

Retirement in this First SegmentSegment

Two – We will share important details on the #1 Obstacle every Pre-Retiree

and Retiree will face during retirement and what you can do about it. Segment

Three – The ONE STRATEGY to be more Efficient during your retirementSegment

Four – I will share

So First, I want to start our Active Wealth Show right here

on WGKA right with a positive planning session for your retirement. You Ready

Christian?

(Yes Ford, lay it on us, I love positive planning stuff. I

bet this is going to be important for laying the groundwork for folks’

retirement.  You have had a lot of

strategic planning experience, so I’m intrigued to hear you are going to lead

folks down a path to a more successful retirement.”)

Thanks Christian, now I am going to talk directly to you

listening to our show right now.

I want to start talking about your individual retirement.

Retirement goes way beyond how big of portfolio value you have grown. I’m about

to over-step my bounds as a financial advisor and ask some direct and

potentially personal questions about the future of your retirement just to help

you create the most successful retirement possible for you, your spouse and

even your family.

So I want you to think about your retirement as you are

driving around in Atlanta or North Georgia or anywhere you live if you are

listening to our podcast on ActiveWealthShow.com or iTunes or Google Play,

etc…

Who Are You With?

What Are You Doing?