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Financial Strategies episodes
- 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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55 min - 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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55 min - Missing Piece to the Retirement Equation
Retirement planning can be overwhelming and stressful, but it doesn't have to be. The solution to reducing retirement planning stress is simple: education.
Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.
COMMON-SENSE INCOME STRATEGIES (BOOK)WHY INVESTING IN MUTUAL FUNDS COULD JEOPARDIZE YOUR PLANS FOR RETIREMENT (PDF)THE DANGERS OF SPENDING DOWN PRINCIPAL DURING RETIREMENT (PDF)Follow us on Instagram!Like us on Facebook!55 min - 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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55 min - 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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55 min - 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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55 min - 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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55 min - Recession Proof Your RMD2022 has been a whirlwind of economic and geo-political upheavals, affecting all of our finances and creating serious concerns for the future. Especially if you are nearing, or in retirement. Furthermore, Bloomberg Business has just predicted a 100% probability of recession in the next 12 months.By taking proactive steps now, like planning for estimated taxes and Required Minimum Distributions (RMD’s), you can help mitigate the impact of downturns, and yes, even a recession. Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.
Understanding Required Minimum Distributions (RMDs) (PDF)Are Your Allocations Right for RMDs? (PDF)
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55 min - Do You Need Stock Market Stress?
Politics. The economy. War. People are under a lot of stress right now. More than we care to think about.
So how do we start the road to a stress-free retirement under these volatile conditions? It is possible.
Listen to the latest Financial Strategies podcast with Andrew and Daniel Agemy here to learn more.
THE INCOME GENERATION REPORT (PDF)
THE DANGERS OF SPENDING DOWNPRINCIPAL DURING RETIREMENT (PDF)
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55 min - 401(k) Now a 301(k)?
Did your 401(k) turn into a 301(k)?
Look at your portfolio; Do you have risk? Do you have adequate diversification? You need a plan in place to deal with the current financial climate.
Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to learn more!
Bond vs Bonds Mutual Funds (PDF)
The Dangers of Spending Down Principal in Retirement (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.
Together they prepare retirees with the FINANCIAL STRATEGIES they need to stay happily retired. You can listen to the show on the radio or as a podcast on Spotify and Apple Podcasts.