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Financial Strategies episodes
- 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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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.
2022 TAX INFLATION ADJUSTMENTS (PDF)
GUIDE TO AGING:7 MILESTONE AGES TO REMEMBER (PDF)
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55 min - 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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55 min - 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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13 min - 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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55 min - 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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55 min - "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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51 min - Taxation of RMDs
Confused about RMDs? If you don't do them right, you'll face a FIFTY PERCENT PENALTY 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.
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How to Give and Receive Charitable Donations (PDF)
Understanding RMDs (PDF)
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55 min - Good Decisions Vs Outcomes
Decision making when it comes to investing is crucial for your financial future. But how do you know the right and wrong ways to invest? We're here to help. Listen to our latest Financial Strategies Podcast with Andrew and Daniel Agemy to learn more here.
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10 Signs You're Working With A True Retirement Income Specialist (PDF)
The Essentials Of What Your Need To Know About Retirement Income (PDF)
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55 min - The TINA Lie
Is your advisor taking on risk they don't need to? The "TINA effect" can be seen in markets experiencing asset price bubbles when, despite fundamentals, markets keep rising only because there is no alternative to put investment dollars to work elsewhere.
Listen to this week's podcast episode now!
Introduction to the Universe of Non-Stock Market Income-Generating Alternatives (PDF)
The Dangers of Spending Down Principal During 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.