Podcasts

A Tactical Approach for a Successful Retirement

On this week’s show, Ford and Sam highlight seven reasons why having a tactical, actively-managed portfolio is a good idea for your retirement. They also discuss the looming concerns regarding Social Security and the importance of having a plan for income and taxes....

What to Do If You Are Unprepared for Retirement

On this week’s show, Ford discusses different types of investing and suggests using certain strategies to better manage risk within your retirement portfolio. Plus, Generation X is largely unprepared to enter retirement. We share key figures and discuss how you can...

Are You in the Retirement Redzone?

Ford explains what you need to be doing if you are in the retirement redzone. People within 5 years of retirement, or those who have just retired in the last 5 years should be considering these key strategies to maximize income during their golden years – listen-in to...

Answering Listener Questions about Money and Retirement

On this week’s show, Ford and Sam open up the listener mailbag and answer your questions. Inflation, Social Security, retirement income – no topic is off limits! Plus, how are rising prices affecting your travel plans this summer? We take a look at the numbers and...

Planning Ahead for Difficult Times

On this week’s show, Ford and Sam explain how you can take steps to increase your retirement income potential and protect your hard-saved money from market volatility. Plus, when one spouse passes away, they often leave behind financial burdens for their loved ones....

Social Security Forecast for 2024 and Beyond

On this week’s show, Ford and Sam share two quotes of the week before providing a travel update for Memorial Day Weekend. Plus, we dispel common retirement myths and give some important information on Social Security for 2024 and beyond. Do you have an income plan for...

How to Delete Fees and Future Taxes from Your Retirement Plan

Ford and Sam share a wise quote of the week before detailing the latest market update including new information about rising interest rates and the national debt. Plus, do you want to master your cash flow in retirement? Ford outlines how you can take control of your...