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:

June 20, 2022 401(k) Brain
Do you suffer from 401(k) Brain?

The 401(k) is an incredibly powerful investing tool, and there are plenty of advantages of contributing to this type of account. But despite its many advantages, the downside to investing in a 401(k) is that you typically don't have many investing options; which can be more costly than you might think.

Is your investment strategy stuck on repeat? Listen to this week's Financial Strategies Podcast with Andrew and Daniel Agemy to learn more.

Market Math Made Simple (PDF)

Guide to Ageing: 7 Milestone Ages to Remember (PDF)

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55min
June 06, 2022 What's Your Gut Telling You?
Gut instinct, or intuition, is your immediate understanding of something; there's no need to think it over or get another opinion—you just know.

From investing confidence to market volatility concerns, when it comes to your financial planning, there's value in what your gut is telling you.

Listen to this week's Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.

The Essentials of What You Need To Know About Retirement Income (PDF)

The Importance of Financial Defense (PDF)

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55min
May 30, 2022 Mispricing. Misperceptions. Mistakes.
While we can't predict what will happen in the current volatile market, we CAN prepare: Prepare for mispricing, prepare for misperceptions and prepare for inevitable mistakes. Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to find out more!

Download The Income Generation Report (PDF)

Why Investing in Mutual Funds Could Jeopardize Your Plans for Retirement (PDF)

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55min
May 09, 2022 You've Won the Game of Life
You've built your nest egg through your 401(K), secured investments and saving for retirement... but now what?

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

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

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

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

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55min
April 22, 2022 Bitcoin: Why Conservative Investors are so Intrigued.
When it comes to cryptocurrencies like Bitcoin, should you utilize these new volatile assets or continue to grow your money the old fashioned way? There are pros and cons to both.

Listen to the latest Financial Strategies podcast with Andrew and Daniel Agemy here to learn more.

BITCOIN FIRST: Why investors need to consider bitcoin separately from other digital assets (PDF)

THE DANGERS OF SPENDING DOWNPRINCIPAL DURING RETIREMENT (PDF)

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55min
April 14, 2022 2022 Tax Facts
Tax season is here, and if you're like most people, you'd like to hold on to as much of your 2021 earnings as possible. But did you know that by paying taxes NOW, you can help set yourself up for a "tax-free" retirement?

Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more tax-saving tips.

PROACTIVE TAX-SAVINGSTRATEGIES (PDF)

HOW TO GIVE AND RECEIVEWITH CHARITABLE CONTRIBUTIONS (PDF)

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55min
April 04, 2022 Don't Be Fooled
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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55min
March 02, 2022 Time for an Estate Planning Check-Up?
The word 'Estate' alone can throw most people off including an estate plan in their retirement strategy. However, there is a lot more to who gets your belongings when you die - and you certainly don't need a lot of wealth to get a plan in place. Watch the latest Financial Strategies podcast with Andrew and Daniel Agemy to learn why a well designed estate plan can do a lot for you, and your loved ones.

ESTATE PLANNING: Are you making mistakes that could jeopardize your retirement? (PDF)

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55min
February 16, 2022 Opening the Doors of Possibility
Only 27% of workers are confident that they are going to have a comfortable retirement. Do you know what inflation will do to your retirement income?

Listen to this week's Financial Strategies podcast episode now!

The Power of Women (PDF)

The Essentials of What You Need To Know About Retirement Income (PDF)

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55min
February 07, 2022 Yes! You CAN Retire on Dividends
The Great Depression taught society a lot of things at the time; one key lesson was to avoid the dangers of the stock market, and to instead rely on interest from the bank.   Today however, we have the reverse.

Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.

Bonds Vs Bond: Mutual Funds. (PDF)

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

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55min

FAQs about Financial Strategies:

How many episodes does Financial Strategies have?

The podcast currently has 130 episodes available.