Is Your Investment Strategy Age Appropriate?

May 16, 2025 00:54:50
Is Your Investment Strategy Age Appropriate?
Retirement Results
Is Your Investment Strategy Age Appropriate?

May 16 2025 | 00:54:50

/

Show Notes

In this week’s episode, advisors Ford Stokes and Sam Davis explore how to tailor your investment strategy to your current life stage. Whether you’re just starting out, mid-career, or nearing retirement, they provide practical tips on risk management, diversification, and adjusting your asset allocation. They also discuss how to protect your savings and create a solid retirement income plan. Tune in for actionable insights to secure your financial future and enjoy peace of mind in retirement.

 

--

Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan

Listeners Call Us at (770) 685-1777 

Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

Listen to Previous Episodes: https://retirementresults.com/podcasts/ 

Connect with Ford: [email protected]

Subscribe to our YouTube Page: https://www.youtube.com/@RetirementResults

Learn More About Us: ActiveWealth.com

About Retirement Results:
Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money.

With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient.

Other Episodes

Episode 156

January 13, 2023 00:48:00
Episode Cover

How to Delete Taxes, Fees and Expenses from Your Retirement Plan

On this week’s show, Ford explains how you can delete taxes you would be paying during retirement. He also discusses reducing fees with a...

Listen

Episode

January 03, 2025 00:48:18
Episode Cover

Our Financial Checklist for 2025 & What Retirees Fear Most

Ford Stokes & Sam Davis are back after New Year’s to discuss how you can improve your financial plan in 2025. Plus, we share...

Listen

Episode 154

December 16, 2022 00:48:00
Episode Cover

Jump Start 2023 with Our Financial Checklist

On this week’s show, Ford shares some important updates about social security and your retirement accounts. Then, we get into our financial checklist that...

Listen