As the Dow tumbles, America’s prices keep rising. And when you're going to be relying on your savings, watching your investment portfolio drop in value can be tough to stomach.

MARKET MATH MADE SIMPLE (PDF) 

10 SIGNS YOU’RE WORKING WITH A TRUE RETIREMENT INCOME SPECIALIST (PDF) 

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The Financial Strategies Podcast was created for one key reason: to help people drown out the noise so they can understand the truths in financial planning.   

In Part 1 of our Retirement Confidence Podcast, we talked about how you need advice from a trusted specialist, preferably a Fiduciary. (A Fiduciary must put your best interest above their own. A financial advisor who's a fiduciary has an ethical duty to recommend the best investments for you.)  

Today we're discussing how to further build confidence in your retirement planning by gaining the right tools and strategies to help your money grow.   

THE DANGERS OF SPENDING DOWNPRINCIPAL DURING RETIREMENT (PDF) 

INTRODUCTION TOTHE UNIVERSE OFNON-STOCK MARKET INCOME-GENERATING ALTERNATIVES (PDF) 

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How prepared for retirement are you and what influences your level of confidence? Do you have the plan in place to gain retirement confidence through Social Security strategies and investment opportunities? Listen to the latest Financial Strategies Podcast here to learn more.   

Despite the impact of the pandemic that has lasted for over two years, American workers and retirees remain optimistic about living a comfortable retirement.   

THE INCOME GENERATION: What Everyone Over 50 Must Do Right Now to Help Secure Their Financial Future (PDF) 

UNDERSTANDINGSOCIAL SECURITY BENEFITS (PDF) 

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Social Security payments grew by 5.9% this year. The biggest cost-of-living adjustment (COLA) in 40 years. Some estimates suggest the COLA could be as high as 11.4% next year as a direct result of surging inflation.  

There are still a lot of misconceptions about this impending benefit boost, and you'll need other/additional means of income to protect your retirement.  Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.   

UNDERSTANDING AND MAXIMIZINGYOUR SOCIAL SECURITY BENEFITS (PDF) 

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Are we in a recession? Some say we are, others say absolutely not. Wherever we are as a nation, sooner or later, the economy will fall into a recession - because that’s the nature of the economy. 

If you are nearing or already in retirement, how do you protect your hard-earned savings? In other words, how do you "recession-proof" your retirement? 

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

Are Your Allocations Right for Social Security? (PDF) 

Are Your Allocations Right for RMDs? (PDF) 

The Importance of Financial Defense. (PDF)

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We all commonly misunderstand what numbers are telling us, and many of us don’t exercise due diligence to sift through the noise and get to the facts.

When it comes to planning for retirement, you need to be extra careful what - and who - you're listening to.   

Learn how to avoid being fooled into money moves that could later derail your retirement in the latest Financial Stratgies show with Andrew and Daniel Agemy here.

The Hard Lessons of Stock Market History (PDF) 

Resetting Your Retirement (PDF) 

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Passive income is money you derive from sources other than paid labor; like a rental property for example. Once established, passive income streams in retirement require little time and effort to maintain. But you DO need to put in the work - at least on the front end.

Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here as they break down the pros and cons of passive income, and how to decide if it's the right form of wealth building for you.

How To Give And Receive With Charitable Contributions (PDF) 

Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF) 

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What would YOU do if you were able to DOUBLE your retirement income? If time is your most valuable commodity, an organic, dependable income stream should be your goal.   Listen to the latest Financial Strategies podcast here to find out more.

Understanding and Maximizing Your Social Security (PDF)

Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF)

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What is a goals-based retirement? What does a goals-based approach mean?   

Your goals are unique to your situation in life and depends entirely on your ideal outcomes.  Taking time to ensure a secure and financially stable retirement is essential to enjoying your golden years. In today's Financial Strategies show, Andrew and Daniel explore what a goals-based retirement is and whether it's the right strategy for you and your financial future.   

When you're done watching the show, check out our free educational resources below for your financial planning needs:  

7 Risks to Your Retirement (PDF) 

Real Life Challenges: Reset Your Retirement (PDF) 

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Volatility can fool you.   

These days, investors are facing their share of challenges as stock values swing all over the place. Even if you’re not new to investing, this volatility can be hard to stomach.  

But is it all doom and gloom? You may be surprised to hear you're being fooled. Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to learn more!   

NEGATIVE SPIN ON ANNUITIES (PDF) 

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

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