This week, Ford talks more Roth conversion stories and talks about how to make your retirement more tax-efficient.

Segment 1: Ford talks market updates and a Roth conversion story

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Announcer: (00:33)Welcome to The Active Wealth Show with your host and chief financial advisor, Ford Stokes. Ford is the Founder and CEO of Active Wealth Management. He’s a fiduciary who will help protect and grow your money. Ford will teach you how to invest and retire successfully so that your hard-earned assets are protected. Investment advisory services offered through Brookstone Capital Management, LLC, BCM, a registered investment advisor. BCM and Active Wealth Management are independent of each other. Insurance products and services are not offered through BCM, but are offered and sold through individually licensed and appointed agents. Investments involve risk and, unless otherwise stated, are not guaranteed. Past performance cannot be used as an indicator to determine future results. Now here’s your host Ford Stokes. 

Ford Stokes: (01:15)And welcome to the show, Activators. I’m Ford Stokes, your chief financial advisor. And this is The Active Wealth Show. And if you’ve got questions on who an Activator is, an Activator is somebody who wants to retire successfully. They’re somebody who inspects what they expect regarding their retirement. They trust what they verify, and they’re looking to build a fee-efficient, market-efficient, and tax-efficient portfolio. And we’re going to talk about tax efficiency today, kind of as a new year’s resolution for our retirement plan, but also, first of all, I need to compliment our esteemed radio producer here. That’s the first time I’ve heard your voiceover on the lead-in for our show.

Christian Dooley: (01:59)I don’t like it.

Ford Stokes: (02:00)You don’t?

Christian Dooley: (02:01)Nope, I hate my own voice.

Ford Stokes: (02:02)I kinda like your voice. I think you did a good job. I mean it’s homegrown. You know, we’re promoting from within where we’re doing the right things and, and we love you, Christian. 

Christian Dooley: (02:12)There’s things I want to change.

Ford Stokes: (02:13)Okay, well for those of you who don’t know, Christian Dooley is already a producer here and he’s an executive producer, but he also has a degree, a four-year college degree in audio engineering. He’s kind of a big deal on that stuff. And so he’s hyper-critical of himself. But you know, we want all of this homegrown stuff from the show. This show is for everyone driving around listening and also the folks that listen to us on the activewealthshow.com or on our YouTube channel. And we’ve got video of me sitting here. I’m in the studio talking to you so you don’t just have to hear audio when you go on there, but I kinda like it. I thought you did a good job and I’m always super proud of you. You’re all grows up.

Christian Dooley: (03:02)Thank you.

Ford Stokes: (03:04)Yeah, man. Okay. So we’re gonna do a little bit of market update from this past week. Obviously the big news, there’s two pieces of big news. Ms. Pelosi sent over the articles of impeachment, which I think