Financial Strategies

Financial Strategies

By Agemy Financial StrategiesBusinessInvesting
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Financial Strategies episodes

  • Building a Robust Portfolio

    Many investors nearing retirement are unaware of the wide range of income-generating alternatives available, often missing out on opportunities to strengthen their financial strategy. Join Andrew and Daniel Agemy as they explore how to build a more robust portfolio and maximize your financial potential.

    50 min
  • How Interest Rates Affect Investments

    One of our longtime listeners got in touch with us to ask: 'If interest rates drop by a quarter or even half a point, does that mean my money market account currently earning 5% will be affected?' It's a concern many of you might share, especially in today's fluctuating market.
    Understanding how changes in interest rates can impact your savings is crucial for making informed financial decisions. Join us on the latest episode of the Financial Strategies podcast, where Andrew and Daniel Agemy will break down what these rate changes mean for your investments and how to navigate them effectively.

    52 min
  • 7 Reasons for a Trust

    Trusts are a cornerstone of effective estate planning, offering benefits beyond just passing on assets after your lifetime. They can protect and manage your wealth while you're living, provide for your care if you become incapacitated, and help ensure that your loved ones are taken care of after you’re gone.


    In today’s episode of the Financial Strategies Podcast, Daniel and Andrew Agemy will discuss seven reasons why incorporating a trust into your financial plan can offer peace of mind and long-term security for you and your family.

    When Heirs are Imperfect (Blog): https://bit.ly/3WUZkhZ

    Three Blind Mice (Book): https://amzn.to/40Dk4MC

    Estate Planning Myths (PDF): https://bit.ly/3Avjpnw

    49 min
  • Turn Your IRA/401(k) Into a Paycheck

    Many people approaching retirement often worry about whether their savings will be enough to last through their golden years. But here’s the good news: you might have been building your retirement nest egg throughout your entire career without even realizing it!
    Discover how your 401(k) and IRA investments contribute to your retirement security in the latest episode of the Financial Strategies Podcast with Andrew and Daniel Agemy. Listen here!
    COMMON SENSE STRATEGIES (BOOK): https://amzn.to/46RVVVF
    THE FORMULA FOR A MORE SUCCESSFUL RETIREMENT (PDF): https://bit.ly/3SKIAsg
    ANNUITIES INCOME FOR LIFE (PDF): https://bit.ly/4dlkVam

    47 min
  • Reasons to Invest in Real Estate

    Are you seeking financial stability, long-term growth, or portfolio diversification? Real estate is a hot topic, and for good reason. If you’re curious about investing in real estate, tune in to the latest Financial Strategies Podcast with Andrew and Daniel Agemy. They’ll uncover the top benefits and potential pitfalls real estate investors encounter and highlight the best locations to begin your investment journey. Listen here to learn more.

    UNDERSTANDING PRICE TO EARNINGS RATIOS (PDF):https://bit.ly/46BuHlS

    INTRODUCTION TO THE UNIVERSE OF INCOME-GENERATING FINANCIAL STRATEGIES (PDF): https://bit.ly/3LRFejl

    THE MOST IMPORTANT THING (BOOK): https://amzn.to/3EI1Jnl

    51 min
  • Why Everyone Wants Income

    "How much money do I need to retire?" If this question sounds familiar, you're not alone. However, the answer isn't as straightforward as it seems.

    Each person's retirement needs are as unique as they are, influenced by factors such as desired lifestyle and long-term goals. This individuality highlights the importance of personalized financial planning, as there's no one-size-fits-all answer to finding your retirement number.
    For more insights, listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here.
    INTRODUCTION TO THE UNIVERSE OF INCOME-GENERATING FINANCIAL STRATEGIES (PDF): https://bit.ly/46oxgYp
    PASSIVE INCOME FOR RETIREMENT (PDF): https://bit.ly/4diRAgd
    COMMON SENSE INCOME STRATEGIES (BOOK): https://bit.ly/3SkJJXx

    51 min
  • Tax Free Is for Me

    One of the most common questions we receive on our show is, "When can I start enjoying tax-free income?" Today's episode of the Financial Strategies Podcast with Andrew and Daniel Agemy explores this topic and the strategies for achieving tax-free income. Tune in to learn how you can make the most of your retirement savings and enjoy a financially secure future.


    • HOW TO GIVE AND RECEIVE CHARITABLE CONTRIBUTIONS (PDF): https://bit.ly/3YfwRFPWHAT
      • YOU NEED TO KNOW ABOUT ROTH CONVERSIONS IN 2024 (PDF): https://bit.ly/3Yi4MO6SMART
        • RETIREMENT (BOOK): https://bit.ly/46eGerp
          • 50 min
        • What is a High-Net-Worth Individual?

          Do you consider yourself a high-net-worth individual (HNWI)? With numerous investment options to choose from, it can be challenging to determine the ideal mix that suits your financial situation. For high-net-worth individuals (HNWIs), these challenges are even more pronounced.


          Join Daniel and Andrew Agemy on their latest financial strategies podcast, where they explore what defines high-net-worth individuals and offer insights into navigating investment choices effectively.

          • HOW MUCH DO I NEED TO RETIRE? (PDF): https://bit.ly/3xQjDop
            • 5 RETIREMENT STRATEGIES FOR HIGH-NET-WORTH INDIVIDUALS (BLOG): https://bit.ly/3GWr4ep
              • THE RETIREMENT INCOME STOR-E (BOOK): https://amzn.to/3SkkrYI
                • 45 min
              • Declaring Financial Independence

                Did you know that Thomas Jefferson amended the wording of the Declaration of Independence from 'pursuit of property' to 'pursuit of happiness'? This historical change resonates with retirement planning today; While many focus on accumulating assets, fiduciaries emphasize that retirement is about more than wealth—it's about reducing stress and enabling people to pursue happiness in retirement. Tune in to the latest episode of the Financial Strategies Podcast with Andrew and Daniel Agemy for more insights.  
                PASSIVE INCOME FOR RETIREMENT (PDF): https://bit.ly/3VGSw6P
                HOW MUCH DO I NEED TO REITRE? (PDF): https://bit.ly/3KZj2DL
                TURNING FINANCIAL PLANNING RIGHT-SIDE UP (BOOK): https://amzn.to/4aClk6e

                46 min
              • On Island Time

                The expression 'island time' refers to a laid-back attitude where schedules don’t matter, and you can completely relax without worrying about daily tasks and responsibilities. However, when it comes to your financial future, it’s crucial to balance this carefree vacation mindset with the disciplined planning needed for retirement.


                Tune into this week's Financial Strategies podcast, where Andrew Agemy broadcasts live from the Bahamas! He and Daniel discuss the importance of enjoying moments of relaxation while always remembering that a well-planned retirement will provide the freedom to enjoy many more "island times" in the future.


                PROTECT YOURSELF FROM THE DANGERS OF INFLATION (PDF):

                https://bit.ly/4eDO8hw
                THE BUILDING BLOCKS OF RETIREMENT (PDF):
                https://bit.ly/3KYWYJu

                47 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.