Active Wealth Show

Active Wealth Show

By Ford StokesBusinessInvestingManagement
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Active Wealth Show episodes

  • Michael Waddington, Former Army JAG Lawyer, Joins the Show PLUS We Discuss How to Implement a SMART Plan
    https://vimeo.com/445372108 This week, Michael Waddington, former Army JAG lawyer and author of Battlemind: A Military Legal Thriller, joins us to talk about resiliency during the Coronavirus pandemic. Ford also discusses implementing a SMART plan so that your portfolio is tax-efficient and fee-efficient for your retirement! If you are interested in learning more about Michael Waddington's [...]
    49 min
  • Brett Richardson, Head of our Group Benefits Department, and Ford Stokes Discuss Federal Benefits and Retirement Income Planning!
    https://vimeo.com/440356717 This week, Ford is joined by Brett Richardson, Head of our Group Benefits Department. They talk about federal benefits, the current unemployment landscape, and retirement income planning! Segment 1: Ford gives a market update and we discuss some good news from this week. [00:00:00] Fixed annuities, including multi-year guaranteed rate annuities, are not designed for [...]
    48 min
  • Hear From RNC National Spokesperson, Liz Harrington, and Get the Details on the REAL Unemployment Situation
    https://vimeo.com/438720438 This week, Ford talks with Liz Harrington, RNC National Spokesperson, about the upcoming election season and the current state of our economy. Ford also talks about what our real unemployment situation looks like and what a timeline for economic recovery might be. Segment 1: Ford talks with Liz Harrington, RNC National Spokesperson [00:00:00] Fixed annuities, [...]
    48 min
  • Learn What You Should Do if You’ve Just Been Laid Off
    https://vimeo.com/435082212/edcc565f61 This week, Ford talks about what you need to if you've just been laid off. He also has some tips on how to make your portfolio more fee-efficient! Segment 1: Ford gives a market update. [00:00:00] Fixed annuities, including multi-year guaranteed rate annuities, are not designed for short term investments and may be subject to [...]
    49 min
  • Create Your Own Personal Pension!
    This week, Ford gives you all the details on annuities and on creating your own personal pension! He also discusses our current market and important current events. Segment 1: Ford gives a market update. [00:00:00] Jay Farner here, CEO of Rocket Mortgage, making the right financial decisions has never been more important. When you turned a [...]
    50 min
  • SMART Plan = SMART Safe + SMART Risk
    https://vimeo.com/429588510/2f25179c49 This week, Ford talks about how to implement a SMART Plan with your finances and why a SMART plan makes the most sense for your money. He also talks about structured notes. Segment 1: Ford starts the show with a market update. [00:00:00] Jay Farner here, CEO of Rocket Mortgage, making the right financial decisions [...]
    48 min
  • Joel Holland from Harvest Hosts PLUS an Important Discussion on Annuities
    This week, Ford talks with Joel Holland, owner of Harvest Hosts about a unique RV membership that allows members to stay overnight at locations all across the country. Ford also gives a market update and has an important discussion on annuities. If you are interested in learning more about Harvest Hosts, you can visit https://harvesthosts.com [...]
    49 min
  • Leaving a Legacy for Your Family with Brian Waters, host of Undertaking: The Podcast
    If you would like to check out Brian’s podcast, Undertaking: The Podcast, visit https://www.undertakingthepodcast.com to see all the episodes. If you would like more information on structured notes, plus our May Flash Note offered through the Bank of Montreal, you can check out our blog covering structured notes: https://activewealth.com/how-to-reduce-risk-and-generate-potential-double-digit-interest-rates-with-laddered-structured-notes/. You can see the prospectus for the May [...]
    48 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!