Financial Strategies

Financial Strategies

By Agemy Financial StrategiesBusinessInvesting
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Financial Strategies episodes

  • Five Things to Do NOW for Retirement

    Retire now or retire later? It's a question many of us will face in the coming years. Today, we'll discuss five essential steps you can take to prepare for retirement or enhance your current retirement strategy. Tune in to the latest Financial Strategies Podcast with Andrew and Daniel Agemy to learn more.
    HOW MUCH DO I NEED TO REITRE? (PDF): https://bit.ly/3R2DBSY
    RETIREMENT RISK REPORT WILL YOU OUTLIVE YOUR MONEY? (PDF): https://bit.ly/4bAkhVp
    RETIREMENT INCOME STORE (BOOK): https://amzn.to/3SkkrYI

    50 min
  • Hawaii Five-O: Defining Retirement

    This week, Andrew Agemy is live from Hawaii! Remember the iconic show "Hawaii 5-O"? Of course, you do! But do you know WHY the show was called that? And what does it have to do with retirement planning? Tune in to today's Financial Strategies podcast to find out.
    TR=I+G The Formula for a More Successful Retirement (PDF): https://bit.ly/3UGQW4k
    RETIREMENT RISK REPORT: Will You Outlive Your Money? (PDF): https://bit.ly/4asflR6
    More Life Than Money: How Not to Outlive Your Savings (BOOK): https://amzn.to/3wEsMzH

    51 min
  • Revisiting Bitcoin

    Given the prominence of Bitcoin in financial discussions over the past decade, it's natural for retirement investors to wonder whether crypto belongs in their portfolio. In today's Financial Strategies Podcast, Andrew and Daniel Agemy explore Bitcoin and its evolution. Tune in here to learn more.

    PROS AND CONS OF HOLDING DIGITAL ASSETS IN A 401K (BLOG): https://bit.ly/3H6jU7q
    INVENTING BITCOIN (BOOK): https://amzn.to/3yk9Jv1

    49 min
  • Solo 401k

    Business owners are adept at finding ways to grow their ventures, but did you know adding diversification through a Solo 401(k) can enhance your returns? Join us for the latest episode of the financial strategies podcast with Andrew and Daniel Agemy to learn more.


    DEFINITIVE GUIDE TO RETIREMENT INCOME (PDF): https://bit.ly/44u05lp


    PROACTIVE TAX-SAVING STRATEGIES (PDF): https://bit.ly/3Qp851m


    WHAT A SOLO 401K CAN DO FOR YOU (BLOG): https://bit.ly/48fK56Y


    WHAT A SOLO 401K CAN DO FOR YOU (HANDOUT): https://bit.ly/3QrrheS


    SMART RETIREMENT (BOOK): https://amzn.to/3LSFTS4

    48 min
  • Dumb Money

    From buying poor-performing stocks to starting an unprofitable business, one bad money move can derail your entire retirement plan. That's why understanding smart investment strategies is essential for planning your financial future.
    Tune in to this week's Financial Strategies podcast with Andrew and Daniel Agemy as they explore the concept of "Dumb Money".
    UNDERSTANDING PRICE-TO-EARNINGS RATIOS (PDF): https://bit.ly/4b5rXyf
    BONDS VS BOND MUTUAL FUNDS (PDF): https://bit.ly/4499Ll8
    PIRATES OF MANHATTAN (BOOK): https://bit.ly/3UqE9Er

    53 min
  • Preparing for the Unexpected Pt. 2

    What's missing from your retirement bucket list? While travel and spending time with loved ones are common goals, many overlook the importance of preparing for the unexpected. Whether it be fine-tuning your estate plan or preparing for long-term care, learn how you can be financially ready for whatever the future may hold in the latest Financial Strategies Podcast with Andrew and Daniel Agemy here. 

    DON'T LET LONG-TERM CARE BE YOUR FINANCIAL BLINDSPOT (PDF): https://bit.ly/4aMNVGh
    NAVIGATING THE CHALLENGES OF LONG-TERM CARE (BLOG): https://bit.ly/3usSXIv
    THREE BLING MICE: HOW TODAY'S FINANCIAL PLANNING PROCESS LEADS YOUR MONEY TO A MOUSE TRAP (BOOK): https://amzn.to/40Dk4MC










    50 min
  • Preparing for the Unexpected Pt. 1

    At Agemy, we often hear from adult children who want to help parents on their road to retirement. But what many don't prepare for is what happens after. While we don't want to think about it, we must always prepare for the unexpected.


    Check out the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.

    DON'T LET LONG-TERM CARE BE YOUR FINANICAL BLINDSPOT (PDF): https://bit.ly/4aMNVGh

    NAVIGATING THE CHALLENGES OF LONG-TERM CARE (BLOG): https://bit.ly/3usSXIv

    THREE BLING MICE: HOW TODAY'S FINANCIAL PLANNING PROCESS LEADS YOUR MONEY TO A MOUSE TRAP (BOOK): https://amzn.to/40Dk4MC


    49 min
  • Forever Portfolio

    It's a timeless tale: You amass wealth in a single area, be it through your 401(k) or real estate investments, only to later realize the importance of diversification for expanding your portfolio. Join us on today's Financial Strategies show as Andrew and Daniel Agemy share their insights and tips on crafting a resilient, long-term portfolio.
    BOND VS BOND MUTUAL FUNDS (PDF): https://bit.ly/4ayZTmK
    RETIREMENT RISK REPORT: WILL YOU OUTLIVE YOUR MONEY? (PDF): https://bit.ly/4aeMzEs
    TURNING FINANCIAL PLANNING RIGHT-SIDE UP (BOOK): https://amzn.to/4aClk6e

    49 min
  • Roth IRA Contribution or Conversion?

    Our clients occasionally mistake Roth conversions for contributions. So, let's untangle the confusion step by step. Join Andrew and Daniel Agemy on today's episode of the Financial Strategies Podcast as we dissect Roth contributions and conversions, shedding light on their distinctions.

    THE RICHEST MAN IN BABYLON (BOOK):

    https://amzn.to/47lDx74
    UNDERSTANDING REQUIRED MINIMUM DISTRIBUTIONS (PDF): https://bit.ly/49eedQD
    WHAT YOU NEED TO KNOW ABOUT ROTH CONVERSION IN 2024 (BLOG):
    https://bit.ly/47QjzRr

    49 min
  • Creating Massive Income for Retirement

    Creating substantial retirement income involves strategic financial planning. Real estate is a key driver for passive income, offering consistent earnings and potential appreciation over time.

    Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy to learn how to develop a long-term income strategy.

    PASSIVE INCOME FOR RETIREMENT (PDF): https://bit.ly/49Yn8Xl
    INTRODUCTION TO THE UNIVERSE OF INCOME-GENERATING FINANCIAL STRATEGIES (PDF): https://bit.ly/3PpRcDe

    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.