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Financial Strategies episodes
- 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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55 min - 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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55 min - 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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55 min - 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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55 min - 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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55 min - 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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55 min - 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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55 min - 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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55 min - 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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55 min - 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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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.