Financial Strategies

Financial Strategies

By Agemy Financial StrategiesBusinessInvesting
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Financial Strategies episodes

  • 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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    55 min
  • 6 Keys to Retiring In a Recession

    Recessions are tough on everybody. But if you plan to retire during a financial downturn, you may be losing sleep.

    Before you throw the towel in, consider these six strategies to protect yourself, your assets, and your retirement. Listen to the latest Financial Strategies show with Andrew and Daniel Agemy here!

    CORONAVIRUS AND FINANCES (PDF) https://bit.ly/3PtJqZy
    SECURE ACT 2.0 REPORT (PDF) https://bit.ly/3R3Rhy1


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    55 min
  • CBDCs 101

    Central Bank Digital Currency (CBDC) is generally defined as a digital liability of a central bank that is widely available to the general public.

    After the collapse of the economy in 2008, millions of Americans lost everything. Can CBDCs help stabilize the current turmoil in the global financial markets and help protect your hard-earned savings? Watch the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.

    2023 The State of Central Bank Digital Currencies (PDF) https://bit.ly/3KhVLNI

    TEN WARNINGSIGNS OF WORKINGWITH THE WRONGFINANCIAL ADVISOR (PFD): https://bit.ly/40vTvbh
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    55 min
  • Spouses Helping Spouses

    The death or incapacitation of a spouse or partner can be one of life's most stressful events.

    From Social Security benefits to Estate Planning, BOTH spouses should be on the same page when planning for the future. Make sure your spouse is cared for no matter what turn life takes in the latest Financial Strategies podcast here.
    WOMEN, MONEY, AND RETIREMENT (PDF) https://bit.ly/42d5JWF
    TEN WARNING SIGNS OF WORKING WITH THE WRONG FINANCIAL ADVISOR (PDF) https://bit.ly/3VlmQmV
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    55 min
  • RMDs: What You Need to Know

    Whether preparing for retirement or already enjoying it, one thing remains true: You want to make the most of your income and protect it from unnecessary penalties.

    RMD stands for “required minimum distributions,” which is the amount of money you need to take out annually from a tax-qualified retirement account after you reach a certain age. But did you know that you must take your full required amount, or you could face IRS penalties?
    Watch the latest Financial Strategies podcast with Andrew and Daniel Agemy here to learn more.


    ARE YOUR ALLOCATIONS RIGHT FOR RMDS? (PDF) https://bit.ly/3L68PVp


    UNDERSTANDING REQUIRED MINIMUM DISTRIBUTIONS (PDF) https://bit.ly/3LqBJ3Z


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    55 min
  • Banks, CDs, Inflation

    It's no secret the Feds keep hiking interest rates. But what about the interest rates on certificates of deposit (CDs)?

    The first step to successful investing is figuring out your goals and risk tolerance. Whatever mix choose, make sure that your decisions are first based on education. Watch the latest Financial Strategies podcast with Andrew and Daniel Agemy here to learn more!


    PASSIVE INCOMEFOR RETIREMENT (PDF) https://bit.ly/3UJJV2v


    ANNUITIES:INCOMEFOR LIFE (PDF) https://bit.ly/3KJ1LxV


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    55 min
  • How Diversification Works

    The primary purpose of diversification is to mitigate risk. It involves spreading your investment dollars among different types of assets to help temper market volatility.

    But how does it work, and are you diversifying correctly? Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.

    IMPORTANCE OF FINANCIAL DEFENSE (PDF): https://bit.ly/3YPVmrm

    WHY INVESTING IN MUTUAL FUNDS COULD JEOPARDIZE YOUR RETIREMENT PLANS (PDF): https://bit.ly/3sv9muI

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    55 min
  • 5 Secrets of Wall Street

    There’s not a person in the world who hasn’t heard about The Great Recession. It was an epic financial and economic collapse in 2007-2008 that cost many people their jobs, their life savings, their homes, or all three.

    With so much noise coming from Wall Street today, it's hard to sift through facts vs fiction. Watch the latest Financial Strategies Podcast with Andrew and Daniel Agemy to learn more.
    WHY INVESTING IN MUTUAL FUNDS COULD JEOPARDIZE YOUR RETIREMENT PLANS (PDF): https://bit.ly/49TRUB8
    HARD LESSONS OF THE STOCK MARKET (PDF): https://bit.ly/3t8p7YZ
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    55 min
  • Buy High, Sell Higher

    Buying high and selling higher is momentum traders' enviable goal, but this goal does not come without its fair share of challenges.

    As a new generation of investors take on the market, how do you get the highest possible performance and take investment capabilities to a new level?


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

    HOW MUCH DO I NEED TO RETIRE (PDF): https://bit.ly/3tU760s
    UNDERSTANDING PRICE-TO-EARNINGS RATIOS (PDF): https://bit.ly/3Qvb091
    STOP THE FINANCIAL INSANITY (BOOK): https://amzn.to/3tGzbZ7
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    55 min
  • 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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    55 min

About Financial Strategies

From the publisher's feed

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 years of experience helping retirees with their finances and Daniel brings his ever-expanding knowledge and technical skills.