Financial Strategies

We're talking about required minimum distributions today. Looking for tips and tricks that you can use to help you save money on taxes, generate enough money to pay your RMD, and avoid penalties? We got you covered!

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Are Your Allocations Right for RMDs?: https://agemy.box.com/s/tch2olsm0k7fz601aige7kzxbn1ekqcc

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In this episode find out what a zombie company is and what they are doing! 

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7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq

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The number one thing people need in retirement is income. How much do you have coming in every month? Tune in to this week's episode to learn the best ways to ensure you're set up for retirement the right way!

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Understanding and Maximizing your SS Benefits: https://agemy.box.com/s/rzzyt88kr3rk63dihnuerfxwh5p6j5ok

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RERUN: It's tax-free it's for me! Tax season is upon us, and today we're talking about best practices to avoid paying for what you don't have to.

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Proactive Tax-Saving Strategies: http://bit.ly/3lb4gvH

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We all know when talking about investments the word "risk" is often used. What we often forget is that the amount of risk is always up to the investor! In this episode, we discuss best practices when it comes to risk management. 

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7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq

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Today's episode is dedicated to widows and orphans. In this episode, we discuss ways to financially protect yourself if you end up in such an unfortunate situation. 

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10 Estate_Planning Mistakes To Avoid: https://agemy.box.com/s/e7mmqyydkk6p5mdll3gm4g6p6r8srqt2

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Don't do this! This is surely a guaranteed way to lose money. Find out what, on this episode!

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7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq

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On this episode, we're discussing best practices for business owners in 2021!

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10 Estate Planning Mistakes to Avoid: https://agemy.box.com/s/e7mmqyydkk6p5mdll3gm4g6p6r8srqt2

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Today we're talking about the new invisible tax. Our goal is to help retirees and investors understand the things they don't already know in the financial world. So today we discuss if this new administration going to affect your finances? 

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11 Signs You're With The Wrong Financial Advisor: https://agemy.box.com/s/k8of3qsbjcala70nz1ywnoimuod0jl5t

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The fear of not having a regular paycheck during retirement might be a large concern of yours. In today's episode, we go over why there's no need to fear about this!! Tune in!

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Understanding Social Security Benefits: http://bit.ly/3bY7kbv

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