https://vimeo.com/626417191 How to Build a Smart Financial Plan Transcript Producer: [00:00:00] Registered investment advisors and investment adviser representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interest of our clients and to make full disclosure of any conflicts of interest, if any exist. Please [...]

Active Wealth Show

How to Build a Smart Financial Plan

Welcome to The Active Wealth Show Podcast! Your Host is Ford Stokes, Founder and CEO with Active Wealth Management. Ford is passionate about educating pre-retirees, retirees and business owners on how to retire successfully. You will learn key strategies to protect and grow your wealth. As a fiduciary, Ford is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate for ROTH IRA LADDER CONVERSIONS to help his clients reduce the total taxes they will be required to pay during their retirement. With $22 Trillion in US National Debt, Ford and many other economists believe that it is likely that taxes will increase in the future. Ford will help you formulate an investment plan that will work well for your retirement. If you are looking for a TAX-Efficient, Fee-Efficient and Market Efficient Portfolio then you are listening to the right Financial Podcast! We air The Active Wealth Show every Saturday from 2:00 – 3:00 PM on AM920TheAnswer (WGKA 920AM) in Atlanta, GA. Our Loyal Listeners to The Active Wealth Show are called, ACTIVATORS! #ACTIVATORS are people interested in protecting and growing their wealth. They are savvy investors who want to reduce fees and taxes during retirement. We work with clients across the country. We meet with people interested in protecting and growing their wealth in person in our offices or in their home or online via a zoom.us video call. We offer FREE Portfolio Analysis and a Complimentary Financial Plan to your 95thBirthday for every Active Wealth Show Listener to help you make an informed decision about your financial future. Don’t you want to get your money working as hard as you do? If so, feel free to give us a call anytime at (770) 685-1777 to help you invest and retire successfully. Active Wealth Management, Inc. | 6 Concourse Parkway, Suite 2910, Atlanta, Ga. 30328 | Phone: (770) 685-1777 Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

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Active Wealth Show