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Financial Strategies episodes
- Should I Do a Roth Conversion While the Market Is Down?
Recent stock market drops have made Roth Conversions more appealing for many. However, you need to weigh the upfront taxes, along with further consequences you may not (yet) be aware of.
Listen to this week's Financial Strategies Podcast with Andrew and Daniel Agemy to find out more.
INVESTING FOR INCOME IN THE STOCK MARKET (PDF)
PROACTIVE TAX-SAVINGSTRATEGIES (PDF)
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55 min - Greatest Mistake Retirees Make
Applying Social Secuirity too early, spending too much too soon, paying more taxes than necessary. What is the biggest mistake a retiree can make? The answer may surprise you.
Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to find out.
THE DANGERS OF SPENDING DOWNPRINCIPAL DURING RETIREMENT (PDF)
THE INCOME GENERATION REPORT (PDF)
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55 min - Crystal Ball or Contract?
The definition of investing may have changed over time, but one key principal has remained - getting a return on your investment.
So how do you prepare for today's volatile markets when it comes to investing? With speculation (a crystal ball) - or with a carefully structured investment plan (contract)?
Listen to this week's FInancial Strategies Podcast with your hosts: Andrew Agemy in Connecticut, and Daniel Agemy in Colorado here!
The Hard Lessons of Stock Market History (PDF)
The Importance of Financial Defense (PDF)
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55 min - Are CDs a Good Deal?
Buying a certificate of deposit, also known as a "CD," might be a good choice if you need a specific amount of money to become available at a certain future time, with no risk of losing all of your cash.
That time should be not too far off rather than years down the road.
Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.
THE CASE FOR FIXED INCOME (PDF)
WHY INVESTING IN MUTUAL FUNDSCOULD JEOPARDIZE YOUR PLANS FOR RETIREMENT (PDF)
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55 min - What Are I Bonds?
I bonds are a type of U.S. savings bond designed to protect the value of your cash from inflation. Even in a rising rate environment like we're in right now, it's not hard to see why these investments are in the spotlight.
While I bonds can certainly help protect your savings from inflation, that doesn't mean they're right for everyone.
Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.
BEWARE OF THE HIDDEN DANGERS BEHINDINVESTING IN BOND MUTUAL FUNDS (PDF)
THE CASE FOR FIXED INCOME (PDF)
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55 min - How Life Insurance Really Works
Preserving wealth is what our company is founded on. So how can you protect your wealth, and how can you make it grow?
Today we want to go through the good, the bad and the ugly of life insurance. Should you have life insurance? Is it worth the investment? For life insurance after retirement, you have a number of options depending on your circumstances.
Listen to this week's Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.
HOW TO HELP AVOID COMMON ESTATE PLANNING MISTAKES (PDF)
DON’T LET LONG-TERM CAREBE YOUR FINANCIAL ‘BLIND SPOT’ (PDF)
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55 min - When to Say Uncle
As we all know and understand, investors get nervous when they see their portfolio value dropping and volatility is in the headlines. When meeting with clients on the verge of retirement, the most common concern we hear is "I want to protect my principal".
But in today's economy, we're seeing more and more investors lose out. So when do you admit defeat and move on? Do you "cry uncle" or make strategic moves to build back your savings? Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to learn more.
Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF)
The Hard Lessons of Stock Market History (PDF)
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55 min - Can I Still Retire?
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.
If stock prices do continue to fall, is now really the right time to retire? It depends on a few factors. Listen to our latest Financial Strategies Podcast here to learn more.MARKET MATH MADE SIMPLE (PDF)
10 SIGNS YOU’RE WORKING WITH A TRUE RETIREMENT INCOME SPECIALIST (PDF)
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55 min - Retirement Confidence Part 2
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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55 min - Retirement Confidence Part 1
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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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.