Financial Strategies

By Agemy Financial Strategies

In this new radio show, Andrew, the older sage and Daniel, the younger sage, are combining their expertise to educate retirees and assist them in reaching their retirement goals. Andrew brings his 30 ... more

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FAQs about Financial Strategies:

How many episodes does Financial Strategies have?

The podcast currently has 130 episodes available.

Financial Strategies episodes:

March 06, 2023 Timing or Time In the Market?
The old adage, “it's not about timing the market, but about time in the market,” has been proven true over the years.

While it can be tempting to try and avoid the worst days in the market, it's nearly impossible to avoid the worst days and capture the best days. But does time in the market beat market timing?

Find out in the latest Financial Strategies Podcast with Andrew and Daniel Agemy here.

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55min
February 24, 2023 Power of Passive Income
Popular with real estate investors, passive income is often described as “making money while you sleep,” but it's not as easy as you may think. In fact, the most successful passive income ideas are the result of hard work.

Learn how to reap the benefits of passive income to build wealth in the latest Financial Strategies Podcast with Andrew and Daniel Agemy here.

Agemy Financial Strategies - What You Need to Know About Passive Income (PDF)

Introduction to the Universe of Income-Generating Financial Strategies (PDF)

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55min
February 20, 2023 Estate Planning for 2023
Having a comprehensive retirement plan is one of the most important ways to help ensure financial freedom. What many Americans don't realize is that, in addition to investing, estate planning is a crucial component of your retirement plan.

Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more!

HOW TO HELP AVOID COMMON ESTATE PLANNING MISTAKES (PDF)

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55min
February 10, 2023 Everything You Need to Know About the SECURE Act 2.0
America has a retirement savings problem. Will the SECURE Act 2.0 help?

Find out in the latest episode of this Financial Strategies Podcast with Andrew and Daniel Agemy here!

HOW TO CHOOSE AFINANCIAL ADVISOR (PDF)

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55min
February 06, 2023 IRAs vs. Investments
IRAs such as 401(k)s offer many benefits for retirement savers. However, alternative investment accounts can offer more flexibility than an IRA, and there are no limits on contributions, withdrawals, or income to fund them.

Learn the best ways to build your nest egg and dramatically increase returns in the latest Financial Strategies podcast with Andrew and Daniel Agemy here.

The Hard Lessons of Stock Market History (PDF)

Investing for Income in theStock Market (PDF)

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55min
February 01, 2023 Missing Piece to the Retirement Equation
Retirement planning can intersect with an avalanche of activity that causes a huge amount of stress, anxiety and worry. But retirement planning should never go hand in hand with stress.

What's the number one missing piece tof the retirement planning equation to reduce stress? Education.

Listen to the latest this Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.

THE DANGERS OF SPENDING DOWN PRINCIPAL DURING RETIREMENT (PDF)

WHY INVESTING IN MUTUAL FUNDS COULD JEOPARDIZE YOUR PLANS FOR RETIREMENT (PDF)

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55min
January 09, 2023 Types of Annuities
Are annuities a safe investment? Unlike stocks and bonds, annuities are insurance products designed to give you guaranteed income in retirement.

One reason annuities get a bad rap is the confusion over the different types of annuities. Annuities don’t all work the same, and their differences affect their levels of risk.

Watch the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more!

WHY INVESTING INMUTUAL FUNDSCOULD JEOPARDIZE YOURPLANS FOR RETIREMENT (PDF)

NEGATIVE SPIN ON ANNUITIES (PDF)

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55min
December 23, 2022 The Gift That Keeps on Giving
What is the gift that keeps on giving? Education.

Education never stops giving. When you learn something, you can retain it for as long as you like.

Education helps you add value to your life, helps you make smarter decisions and sets you up for future success. Find out more on the latest Financial Strategies podcast with Andrew and Daniel Agemy here.

GUIDE TO AGING:7 MILESTONE AGES TO REMEMBER (PDF)

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55min
December 16, 2022 How to Prepare for Retirement in a Volatile Market
For every investor, the world has become a hard place. But for those reaching retirement, pressure is significantly mounting.

However, a down market should not deter you from reaping the benefits of a fruitful retirement. Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to help you prepare for your golden years in a volatile market.

INVESTING FORINCOME IN THESTOCK MARKET (PDF)

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55min
December 12, 2022 2023 Taxes You Should Know About
The IRS recently announced a number of changes to retirement savings accounts, social security and tax brackets for 2023. Additionally, the IRS issued technical guidance regarding the cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for the 2023 tax year.

Listen to the full Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.

Proactive Tax-Saving Strategies (PDF)

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55min

FAQs about Financial Strategies:

How many episodes does Financial Strategies have?

The podcast currently has 130 episodes available.