Latest Episodes

Improve Your Plan & Live Comfortably During Retirement
On this week's episode, advisors Ford Stokes and Sam Davis discuss different ways you can improve your finances and live more comfortably during retirement...

Protect Your Investments and Create Income for Life
Advisors Ford Stokes and Sam Davis share a special Memorial Day message for listeners before discussing a quote from novelist Jane Austen. Then, they...

Bonus Interview: Healthy Eyes, Healthy Lives: Vision Tips from the National Eye Institute
Guest: Dr. Chantal Cousineau-Krieger, Ophthalmologist, National Eye Institute ️ May is Healthy Vision Month, and Matt McClure sits down with Dr. Chantal Cousineau-Krieger, an...

Is Your Investment Strategy Age Appropriate?
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...

How to Turn Your Portfolio Into a Pension
On this episode, advisors Ford Stokes and Sam Davis explore how to turn your portfolio into a reliable pension. They share strategies to maximize...

Find Out If You Can Retire Today!
On this episode, advisors Ford Stokes and Sam Davis tackle the question – can you retire today? They share a list of practical tips...