Financial Strategies

Financial Strategies

By Agemy Financial StrategiesBusinessInvesting
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Financial Strategies episodes

  • RMDs in 2025 What U Need 2 Know

    What Are RMDs? 

    Required Minimum Distributions (RMDs) are mandatory withdrawals from certain retirement accounts once you reach a specific age. It’s how the government guarantees taxes are paid on pre-tax retirement savings—but how do they impact your financial future?

     Find out on the latest Financial Strategies Podcast with Andrew and Daniel Agemy, where they break down what RMDs mean for your retirement and how to plan strategically.

    51 min
  • Building an SUV Retirement Vehicle

    🚗💨 Buckle Up for a Secure Retirement!This past summer, Andrew Agemy checked a lifelong dream off his bucket list. Now, he’s shifting gears to help you build the ultimate SUV retirement vehicle—one designed to handle life’s twists and turns while keeping you on the road to financial security.In this episode of the Financial Strategies Podcast, Andrew and Daniel Agemy break down the key components of a retirement plan built for the long haul—from stability and flexibility to fueling your financial future.🎧 Tune in now!

    49 min
  • Harsh Reality of Money in The Bank

    Back in the day, Andrew started his savings journey with just 25 cents—a small amount that felt significant at the time. Fast forward to today, and the way we bank, save, and grow our money has changed dramatically. From shifting interest rates to the rise of digital banking, these changes impact how we manage our financial future. Want to know what it means for your strategy? Tune in to the latest Financial Strategies podcast to learn more!


    49 min
  • 7 Wealth Preservation Strategies

    You’ve worked hard to build your wealth, but how can you make sure it lasts? Today, we’re covering 7 Wealth Preservation Strategies to help protect your money and secure your financial future. Tune into the latest episode of the Financial Strategies Podcast with Andrew and Daniel Agemy to learn more.

    49 min
  • 2025 - Review What's New

    As we reflect on 2024 and look ahead to 2025, it’s a time to refocus. Recently, Andrew attended the funeral of a close friend, where he was reminded that it’s the dash between the dates of birth and death that truly matters.

    Tune into the latest episode of the Financial Strategies Podcast, where Andrew and Daniel Agemy look back at key financial lessons from 2024 and share insights to help you make the most of 2025.

    50 min
  • A Gearheads Guide to Retirement

    In 1965, Andrew’s older brother brought home a brand-new Mustang GT, sparking Andrew’s love for cars—a passion he calls “the gearhead bug.” But just like maintaining a classic car, planning for retirement takes care, attention, and the right strategy.
    Join us on the latest episode of the Financial Strategies Podcast with Andrew and Daniel Agemy as we explore The Gearhead’s Guide to Retirement—your roadmap to staying financially tuned up for the road ahead.

    46 min
  • Retirement INCOME Planning

    Retirement income planning is different from financial planning, asset building, or even traditional retirement planning. In retirement, it’s no longer about the total amount you’ve saved—it’s about creating a steady income stream to replace your paycheck and support your lifestyle.

    Tune in to the latest episode of the Financial Strategies Podcast with Andrew and Daniel Agemy to discover how to plan for the income you need in retirement.

    50 min
  • Five Changes to IRAs and 401(k)s

    Life offers few certainties—death, taxes, and change among them. How we approach and adapt to change can shape our path forward. In today’s episode, we dive into five important updates coming to IRAs and 401(k)s in 2025, many of which stem from the SECURE Act 2.0. Join Andrew and Daniel Agemy on the latest Financial Strategies podcast to stay informed and prepared for what’s ahead.

    50 min
  • Math vs. Gambling

    Casinos can be exciting, but managing your money shouldn’t be left to chance. Gambling math uses probability and game theory to keep you playing—sometimes at a cost. Tune in to the latest Financial Strategies Podcast with Andrew and Daniel Agemy, where they break down the difference between smart financial decisions and risky bets.

    49 min
  • Are You a Speculator or an Investor?

    Are you a speculator or an investor? It’s a question many of us don’t stop to consider despite hearing countless tips and advice from financial programs. Understanding which category you fall into—and the difference between the two—is key to making informed investment decisions.


    Tune in to the latest episode of the Financial Strategies podcast with Andrew and Daniel Agemy to learn more!

    49 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.