Active Wealth Show

Active Wealth Show

By Ford StokesBusinessInvestingManagement
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Active Wealth Show episodes

  • Growing Your Net Worth with Structured Notes
    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 [...]
    48 min
  • Everything You Need to Know About Social Security
    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 [...]
    48 min
  • You Can Reach Your Financial Goals
    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 [...]
    48 min
  • You Don’t Know What You Don’t Know
    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 [...]
    48 min
  • The Largest Social Security Increase in Four Decades: What You Need To Know
    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 [...]
    48 min
  • How to Build a Smart Financial Plan
    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 [...]
    48 min
  • Are Roth Conversions Going Away?
    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 [...]
    48 min
  • What To Do In A Market Downturn
    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 [...]
    48 min
  • What Does Retirement Safety Mean To You?
    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. [...]
    50 min
  • What Private Wealth Management Looks Like
    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 [...]
    44 min

About Active Wealth Show

From the publisher's feed

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 fiduciary, Ford is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate for ROTH IRA LADDER CONVERSIONS to help his clients reduce the total taxes they will be required to pay during their retirement. With $22 Trillion in US National Debt, Ford and many other economists believe that it is likely that taxes will increase in the future. Ford will help you formulate an investment plan that will work well for your retirement. If you are looking for a TAX-Efficient, Fee-Efficient and Market Efficient Portfolio then you are listening to the right Financial Podcast!