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:

February 01, 2022 Do You Need a Retirement Coach?
Coaches, teachers, mentors, professors - these influential figures can assist and encourage you as you navigate through life, without passing judgment or feigning interest. They can help you perform at your fullest potential professionally, personally, and financially—such as helping you with your relationships, career, health goals, sports skills, hidden talents, communication skills and even spirituality.

Why not consider seeking such guidance for your retirement, too? Retirement Coaching is a process with tangible tools, written documents, and thoughtful discussion. When it comes to your golden years, a retirement coach can help you decide how and with whom you want to spend it.

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

Guide to Aging (PDF)

Real Life Challenges: Resetting Your Retirement (PDF)

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55min
January 25, 2022 RMDs and Taxation.
Confused about RMDs? You're not alone.

If you don't do them right, you'll face a 50% owed to the IRS! How can you save money on RMD taxes?

We have the strategies and tricks in place to make sure you don't pay a penny more than you need to. Listen to this week's podcast episode now!

How to Give and Receive Charitable Donations (PDF)

Understanding RMDs (PDF)

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55min
January 17, 2022 Foundations
Foundations are the backbone of life. They hold walls, houses, marriages and yes, even finances in place. Learn how having a solid financial foundation in place can safeguard you from turmoil in your golden years here.

Bonds Vs Bond: Mutual Funds. (PDF)

Estate Planning Mistakes to Avoid (PDF)

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55min
January 04, 2022 New Paradigms in Retirement Planning
Starting out over three decades ago, Andrew Agemy's Lebanese heritage taught him to study the bible when it comes to money concepts. What does the Bible have to say about money? You might be surprised!

Listen to the latest Financial Strategies podcast with Daniel and Andrew Agemy to learn how the focus has changed in retirement income planning, and why with the right outlook and strategies in place, you can help build wealth and protect your future.

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

THE HARD LESSONS OF STOCK MARKET HISTORY (PDF)

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55min
December 30, 2021 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.

2022 TAX INFLATION ADJUSTMENTS (PDF)

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

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55min
December 21, 2021 Inflation Risk
Housing, vehicles, education, materials, labor... Prices are going up, and you're getting less bang for your buck. Let's look into the biggest risk your retirement could face: Inflation.

THE DANGERS OF SPENDING DOWNPRINCIPAL DURING RETIREMENT (PDF)

7 EASY-TO-AVOID RISKS TOYOUR RETIREMENT (PDF)

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55min
December 14, 2021 Rip the Band-Aid Off and Never Pay Taxes Again
A strategic approach to investing can help you maximize your retirement income while minimizing your investment taxes.

What happens when you convert to a Roth IRA? How much tax will I pay if I convert my IRA to a Roth? What about "Conversion" IRAs and "Back Door" Roth IRAs?

Find out what makes sense for you to in the latest Financial Strategies Podcast with Andrew and Daniel Agemy here.

Proactive Tax Saving Strategies (PDF)

How to Give and Receive Charitable Donations (PDF)

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13min
December 06, 2021 Embracing Volatility
You understand market structure. You understand volatility. You even have the strategies to deal with these volatile markets after the turbulent past few decades.

But do you know how you can BENEFIT from volatility? Find out in the latest Financial Strategies podcast with Andrew and Daniel Agemy here.

THE DANGERS OF SPENDING DOWNPRINCIPAL DURING RETIREMENT (PDF)

THE HARD LESSONS OF STOCK MARKET HISTORY (PDF)

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55min
November 30, 2021 The Attitude of Gratitude
Gratitude is a trait we can all benefit from. It has even been deemed the "root of happiness". But what else do we know about gratitude when it comes to financially planning for the future? Find out in the latest Financial Strategies Podcast with Andrew and Daniel Agemy here.

How To Give And Receive with Charitable Contributions (PDF)

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55min
November 18, 2021 "Enough" Assets to Retire, or Have a Successful Retirement?
What's the difference between having enough assets to retire, and having a successful retirement? The answer may surprise you. Get clued up on what will help you have a successful retirement in the latest Financial Strategies podcast with Andrew and Daniel Agemy here.

The Dangers of Spending Down Principal in Retirement (PDF)

Guide to Aging (PDF)

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51min

FAQs about Financial Strategies:

How many episodes does Financial Strategies have?

The podcast currently has 130 episodes available.