Many Ford (NYSE:F) fans tend to focus more on the company's new models and sales results than they do on the sometimes-arcane financial challenges of running a giant global business. Those things are important, but, for investors, the numbers matter a lot -- and one number that has worried many investors is the size of Ford's pension liability.
Ford's old pension plans lost ground in the wake of the economic crisis, and many big investors have worried that Ford might be forced to add billions of dollars to keep them going -- a move that could drain the company's coffers and expose it to big trouble in the next recession.
But lately, it's looking more and more like those worries are unfounded. In this video, Fool contributor John Rosevear explains the concern, why things have improved, and why all Ford investors should be paying close attention to this issue over the next year or two.