Lock In Gains, Not Worries – Smart Planning for Retirees

This week on Retirement Results, Ford & Sam tackle one of the most important and often overlooked questions facing pre-retirees today: are you taking too much risk as you approach retirement?

They explain why now – with markets at or near all-time highs – may be the perfect time to protect your gains, rebalance your portfolio, and focus on income stability. The conversation also covers what it really means to “keep more of what you earn,” and how a comprehensive retirement plan can help you transition smoothly and confidently into your next chapter.

✅ How to tell if your portfolio has too much risk and internal fees
✅ Why “it’s not what you make, it’s what you keep” truly matters for retirees
✅ The checklist for a smooth transition into your golden years

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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 $37 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.