Bonus: Check-In Before You Clock-Out: Schedule a Retirement Plan Review
Apr 22 2025 |
00:02:04
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Bonus: Check-In Before You Clock-Out: Schedule a Retirement Plan Review
Apr 22 2025 • 00:02:04
Reviewing your retirement portfolio with a licensed advisor is just one of many ways you can build your financial independence and confidence. Taking ...
Gain Control of Your Money Before It Controls You
Apr 18 2025 • 00:54:43
On this episode, Ford & Sam share an example of how Active Wealth Management helped a couple who is retiring at the peak of this recent market volatil...
How To Protect Your Retirement as the Market Drops
Apr 11 2025 • 00:56:00
How is your portfolio handling the recent volatility in the markets? On this week’s episode, Ford & Sam talk about what you can do to protect your har...
Bonus: Tick Tock—Beat the Tax Deadline Before It Bites
Apr 10 2025 • 00:02:18
Procrastinated on your taxes? You’re not alone—but time’s almost up. Matt McClure shares urgent insights from Jackson Hewitt’s Mark Steber on what you...
Bonus Interview: Spring Clean Your Finances for America Saves Week
Apr 09 2025 • 00:05:59
It’s America Saves Week—a perfect time to recommit to those financial resolutions you made in January. In this special podcast extra, Matt McClure spe...
Why You Need to Have Your Retirement Plan Inspected
Mar 28 2025 • 00:54:50
On this week’s show, Ford & Sam talk about what listeners receive when they get in touch with the advisors at Retirement Results and Active Wealth Man...
Spring Cleaning for Your Financial Plan
Mar 21 2025 • 00:53:20
On this week’s show, Ford & Sam discuss what you can do right now to get organized and create a better plan for your future in retirement. Take advant...
Managing Market Volatility: How We Help Our Clients
Mar 14 2025 • 00:54:21
On this week’s show, Ford & Sam share a market update and explain what’s been happening with the chaotic week in the stock market. Plus, we share two ...
Is Your Retirement Plan in Writing?
Mar 07 2025 • 00:54:50
On this week’s show, Ford & Sam talk about the importance of having an actual retirement plan in writing, and the value of working with fiduciaries wh...
Improving Your Retirement Income Plan
Feb 28 2025 • 00:54:50
On this week’s show, Ford & Sam discuss the four things that go away once you retire and how to be prepared for them. Then, they discuss the benefits ...
