Latest Episodes
142

The Smart Retirement Plan: Smart Review and Smart Income Streams
The Smart Retirement Plan series continues with a discussion of Smart Review and Smart Income Streams. Have you heard from your advisor lately? It’s...
141

The Smart Retirement Plan: Rules to Follow and Smart Tax Strategies
This week we continue our smart retirement plan discussion by explaining some tax strategies to consider when building your financial plan. Listen to this...
140

The Smart Retirement Plan: Balancing Risk For Your Financial Well-Being
Ford Stokes continues his discussion of The Smart Retirement plan by diving into Smart Safe, Smart Risk and Smart Tax Strategies. Is your money...
139

The Smart Retirement Plan
Ford Stokes discusses the first three components of a smart retirement plan. Tune-in over the next few weeks to hear the complete smart retirement...
138

A Financial Check-up for a Healthier Retirement
Ford explains why you should have your personal finances reviewed annually to ensure you are on the right path. Consider replacing your bonds with...
137

Smart Investing Strategies for Saving Money on Taxes
Ford and Sam discuss tax-efficient investing strategies, inflation and how you could be better prepared for your future in retirement. Would you like to...