Active Wealth Show

Active Wealth Show

Download on the App Store

Active Wealth Show episodes

  • Especially Now
    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 [...]
    49 min
  • Smart Financial Plan & Retirement Income
    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 [...]
    49 min
  • One Asset Class To Avoid In Retirement
    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] [...]
    49 min
  • Tax Free Investing & Bond Replacement Strategies
    https://vimeo.com/544262833/751353d37b Radio Show Outline 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. Speaker2: [00:00:15] Welcome to the [...]
    48 min
  • Big Number & Little Number in Retirement
    https://vimeo.com/542145450/fd456e2b37 Big Number & Little Number in Retirement Ford Stokes2: [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. [...]
    48 min
  • Two Different Bond Replacements; Fixed Indexed Annuities and/or Structured Notes
    https://vimeo.com/539592228/7afdb86898 Transcription: Speaker1: [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. Speaker2: [00:00:15] Welcome to the Active Wealth [...]
    48 min
  • Two Types of Tax Free Investing
    https://vimeo.com/532882900/f006a4982e Ford Stokes shares two types of tax-free investing; ROTH IRAs and Cash Value Life Insurance (IULs) Two Types of Tax-Free Investing Sam Davis: [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 [...]
    48 min
  • Roth Ladder Conversion and Retirement Income
    https://vimeo.com/512688011/a3afd2cfd8 2/13/21 Radio Show Outline Introduction: Today we are going to talk about FOUR things in our FOUR SEGMENTS: Roth Ladder ConversionRetirement IncomeThree Investment Strategies for 2021Three Retirement Cost Cutters Our goal is to have a conversation with you on our radio show and educate you on sound retirement planning strategies that will help you [...]
    49 min
  • Get Tips on Downsizing and Learn The 5 Things You Should Do With Your Money Right Now!
    https://vimeo.com/502232192/a2a02beb2b This week, Ford is joined by Jan Brownfield from Coldwell Banker to discuss the pros and cons of downsizing. Ford also talks about the 5 Things You Should Do With Your Money during the COVID-19 pandemic. If you want our FREE report, visit www.5thingstodowithyourmoney.com and enter your information for an immediate download! Commercial: [00:00:00] Finance a [...]
    49 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!