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Financial Strategies

Financial Strategies

By Agemy Financial Strategies
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.
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To Roll or Not to Roll?
On today's episode, we're discussing how to make wise decisions by looking at external options that can supplement and protect retirement plans, the pros and cons of taking money out of your 401ks and rolling them over to IRAs, and other options you can take which can positively influence your lifestyle by the time you are ready for retirement. Tune in now! Signs You're with the Wrong Financial Advisor: https://bit.ly/2UHfQG2 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
July 22, 2021
Rip the band-aid off and never pay taxes again
Sound too good to be true? Find out on this episode!! . Proactive Tax Saving Strategies: https://agemy.box.com/s/ds2xecg98v2c8fajm7c1vcldbe5j4gj4 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
July 13, 2021
Inheritance Now What?
Expecting to receive an inheritance from someone? Maybe you already have? This episode covers all you need to know! . Surviving Child Financial Checklist: https://agemy.box.com/s/0ntyme77bnm9f9gzwarg94be81jnvjwp Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
July 7, 2021
Guaranteed Way To Lose Money
Don't do this! This is for sure a guaranteed way to lose money. Find out what, on this episode! . 7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
July 3, 2021
401k Brain
You don't just contribute to your 401k and call it a day. You need to put some thought into your 401k game plan!! Tune in to find out the best strategies for 401k contribution, and when it's time to finally take the big step. . 7 Milestone Ages To Remember: https://agemy.box.com/s/m8xe3vbfpd1kvgiydleya1ap04l3l102 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
June 25, 2021
Don't Outlive Your Money
It's a perfectly normal concern to have. And it's quite possible if you don't plan correctly. Today we walk you through best practices to ensure you don't end up in such a situation. . 7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
June 12, 2021
Simplify Retirement
For something that is supposed to be relaxing it may not seem that way at first. The on-set of retirement can often be a stressful process with many areas of uncertainty and a ton of questions. Tune in today because we may have the answers you are looking for to smoothen the transition!  . Bonds vs. Bond Mutual Funds: https://agemy.box.com/s/lnhk462habd1e4s600q6l32uj47dxf2m Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:59
June 9, 2021
Is It Time to Retire?
"Are we there yet?" Perhaps the most important question we get asked (and maybe even the reason you're listening to this podcast) is "am I ready to retire?" In this episode, we cover all the bases to answer such an important question! . Are Your Allocations Right for RMDs?: https://agemy.box.com/s/tch2olsm0k7fz601aige7kzxbn1ekqcc Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:59
June 5, 2021
RMD Tips & Tricks
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! . Are Your Allocations Right for RMDs?: https://agemy.box.com/s/tch2olsm0k7fz601aige7kzxbn1ekqcc Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
June 3, 2021
Zombies on the Rise
In this episode find out what a zombie company is and what they are doing!  . 7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
May 23, 2021
Income Vs. Cashflow
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! . Understanding and Maximizing your SS Benefits: https://agemy.box.com/s/rzzyt88kr3rk63dihnuerfxwh5p6j5ok Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
May 20, 2021
Freels4Me
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. . Proactive Tax-Saving Strategies: http://bit.ly/3lb4gvH Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
May 16, 2021
Risky Business
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.  . 7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:59
April 23, 2021
Widows and Orphans
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.  . 10 Estate_Planning Mistakes To Avoid: https://agemy.box.com/s/e7mmqyydkk6p5mdll3gm4g6p6r8srqt2 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
April 18, 2021
Guaranteed Way To Lose Money
Don't do this! This is surely a guaranteed way to lose money. Find out what, on this episode! . 7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:59
April 5, 2021
Business Owners, Now What
On this episode, we're discussing best practices for business owners in 2021! . 10 Estate Planning Mistakes to Avoid: https://agemy.box.com/s/e7mmqyydkk6p5mdll3gm4g6p6r8srqt2 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
March 29, 2021
Invisible Tax
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?  . 11 Signs You're With The Wrong Financial Advisor: https://agemy.box.com/s/k8of3qsbjcala70nz1ywnoimuod0jl5t Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:59
March 23, 2021
Paycheck Replacement
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! . Understanding Social Security Benefits: http://bit.ly/3bY7kbv Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
March 18, 2021
Freels4Me
If 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.  . Proactive Tax-Saving Strategies: http://bit.ly/3lb4gvH Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
March 11, 2021
Gamestop, Reddit, and Robinhood
It surely was market history with what happened involving Gamestop, Reddit, and Robinhood. Today we go in-depth on how and why it happened, and what this means for you!  . Guide to Aging: https://bit.ly/3iOWPrF Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
March 5, 2021
3 Legged Stool
There are 3 legs on the stool of retirement. Let's go over them to make sure you don't outlive your money! . 7 Risks to Your Retirement: https://bit.ly/2YctW0G Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
February 27, 2021
Crystal Ball or Contract?
Today we're talking about whether you should invest with a contract or a crystal ball. What's the difference? Tune in to find out! . The Importance of Financial Defense: https://bit.ly/3llopyO Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
February 18, 2021
New Year New Opportunities Part 2
And we're back for part 2! Let's continue the discussion from the last episode. What opportunities can YOU capitalize on?  . Guide to proactive tax saving strategies: https://bit.ly/3cr1RsB Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
45:27
February 5, 2021
New Year New Opportunities
What a start to the year! In this episode, we go over the new opportunities that arise in what might be the most interesting year for the market yet! . Guide to proactive tax saving strategies: https://bit.ly/3cr1RsB Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
February 5, 2021
Do I Have Bad Annuity?
Annuity: a series of payments made at equal intervals. Regular deposits to a savings account, monthly home mortgage payments, monthly insurance payments, and pension payments are all annuities. So the question is... How are yours? Can they be better? . Guide to the Negative Spin on Annuities: http://bit.ly/3659enH Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:59
January 23, 2021
What can a Roth IRA do for you?
In this episode Daniel and Andrew reiterate what you could be missing out on with Roth IRAs. What can a Roth IRA do for you that you didn't already know? Find out on this episode of Financial Strategies! . Proactive Tax Saving Strategies Guide: https://bit.ly/3cr1RsB Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
January 20, 2021
Strategies for Passive Income
In this episode, we go over the many strategies you can take for gaining passive income both in the stock market and out. Want to learn how to make your money work for you? Just hit play! . Introduction to The Universe of Non-stock Market Income: http://bit.ly/3nujHi3 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
January 10, 2021
The Secret Powers of Roth IRAs
Is your money in a Roth IRA? What could you be missing out on if it's not? What can a Roth IRA do for you that you didn't already know? Find out on this episode of Financial Strategies! . Proactive Tax Saving Strategies Guide: https://bit.ly/3cr1RsB Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
December 22, 2020
Are Bonds a Good Investment
Maybe you have some. Maybe you don't, but should you? . The Importance of Financial Defense: https://bit.ly/3llopyO Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
December 18, 2020
What Is Bitcoin?
We've all heard of it by now, but should we take it seriously? What exactly is it? Find out on this episode of Financial Strategies!  .  Bitcoin White Paper (a beginner's guide): https://bit.ly/2Jaebmd The Importance of Financial Defense: https://bit.ly/3llopyO Follow us on Instagram! https://www.instagram.com/agemyfinancial/  Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
December 4, 2020
The Power of Dividends
It's important, and it can be crucial to your finances! Today we break down the true power of dividends and what you need to know about it! . Bonds vs Bond Mutual Funds Guide: https://bit.ly/3moDXCh Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
December 1, 2020
Who Is Your Retirement CFO
Recorded on Andrew's birthday we discuss why this import role is crucial for your retirement team! . 11 Signs You're with the Wrong Financial Advisor: https://bit.ly/348Lz5y Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
November 18, 2020
Taking the Stress Out of Your Retirement
Everyone wants a stress free retirement, but how do you achieve that?! In this episode we go over the strategies to ensure you reach that happy place! . 11 Signs You're with the Wrong Financial Advisor: https://bit.ly/348Lz5y Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
November 12, 2020
RMD'S the Good, Bad, and Ugly
Required minimum distributions. Do you understand them? Well if you don't you start here! If you do, listen anyway. There's more to learn! . Check out our Guide To Aging: https://bit.ly/3iOWPrF Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
November 3, 2020
Bullet Proofing Your Retirement
It's all about eliminating the risk in this one! We want YOU to have a bullet proof retirement plan! . Check out our Guide To Aging: https://bit.ly/3iOWPrF Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
October 27, 2020
What You Need To Know About Retirement Plans
This is the one with EVERYTHING YOU NEED TO KNOW! Because remember, "You don't know what you don't know!" . Check out our guide on The 11 Signs You're With The Wrong Financial Advisor: https://bit.ly/348Lz5y Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
October 21, 2020
There Has To Be a Better Way
There is a better way and retirees are not educated on this. Find out what you need to know on this episode of Financial Strategies! Because people don't know what they need to know. . Check out our guide on The 7 Risks to Your Retirement: https://bit.ly/2YctW0G Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
October 13, 2020
Risk, Fear, and Greed
Risk, fear, and greed. Don't let them get in your way, but don't forget about them! Find out more on this episode of Financial Strategies! . Check out our guide on The 7 Risks to Your Retirement: https://bit.ly/2YctW0G Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
51:60
October 8, 2020
Percents Vs. Dollars
Today we're talking about percentages vs. dollars. There's a big difference between those two things. You can spend dollars, but you can't spend percentages! Find out what more you need to know on this episode of Financial Strategies!  . Check out our guide on The 7 Risks to Your Retirement: https://bit.ly/2YctW0G Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancia
51:59
October 2, 2020
Income Tax & Strategies
Today we're talking about personal income tax and strategies on how you can pay as little as possible with your investments! . Check out our guide on proactive tax saving strategies! https://bit.ly/3cr1RsB Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial
51:60
September 24, 2020
Maximizing Retirement Income Part 2
Part 2 of the episodes that reveal all the secrets to maximizing your retirement income! Check out our free guide on understanding and maximizing your ss benefits here: https://bit.ly/3kbxqsW
51:60
September 15, 2020
Maximizing Retirement Income Part 1
Part 1 of the episodes that reveal all the secrets to maximizing your retirement income! Check out our free guide on understanding and maximizing your ss benefits here: https://bit.ly/3kbxqsW
52:00
September 15, 2020
TR = I + G
Total Return = Income + Growth, but why is this equation so important? People don't always know how to correctly look at their investments. Tune in today to learn the right way by using this formula. Click here for our free guide to the 7 risks to your retirement -> https://bit.ly/2YctW0G
51:60
September 3, 2020
Don't Go Down With The Ship!
Don't go down with the ship! Or the market that is... In times like these Wall Street is still making tons of money, but not the hard working individual. Why is that? Find out on this week's episode! . Click here for our free guide on the importance of financial defense -> https://bit.ly/3llopyO
51:60
August 26, 2020
How Much Do I Need to Retire
Today Daniel and Andrew take a jab at the grand question "how much money do I need to retire?" The answer is different for everyone, but on today's episode they take a look at the important factors that can lead a person to their answer! Click here for our free guide on the 7 risks to your retirement 👉 https://bit.ly/2YctW0G
52:01
August 13, 2020
Why Everyone is Talking About Income
Our brains tend to believe and put more cognitive power into things that have happened to us recently. So why is this an enemy for a lot of investors and financial advisors? Especially now! Find out how this ties into income on today's episode! Click here for our free guide on the 11 signs you are working with the wrong financial advisor 👉 https://bit.ly/348Lz5y
52:00
August 5, 2020
Protecting Your Lifestyle
After Andrew's brief anecdote about his relationship with cars growing up Daniel and Andrew dive deep into the importance of financially protecting the most important assets of your life such as homes and cars with insurance. Click here for our free guide "Are Your Allocations Right for Social Security?" 👉 https://bit.ly/2CBiq7J
55:00
July 29, 2020
Specialization In a Complex World
Our world has become very complex with many different investment opportunities. Today Daniel and Andrew go over the importance of specializing in areas you have actual knowledge in, and recount some examples in financial history so you don't find yourself in risky territory. Click here for our guide to aging 👉https://bit.ly/3iOWPrF
51:60
July 23, 2020
The 8th Wonder of the World for Your Retirement
The market is back up, but does this mean we're back to where we left off? In this episode learn the math behind knowing the true status of your dollar. Click here for our guide to aging 👉https://bit.ly/3iOWPrF
52:00
July 15, 2020
Financial Independence
Andrew says "Financial independence boils down to having enough INCOME to be able to live the rest of your life without being dependent on other people or a job." Today Daniel and Andrew discuss how to get to this point in your life and the best ways to navigate it! Click here for our free guide "Are Your Allocations Right for Social Security?" 👉 https://bit.ly/2CBiq7J
52:00
July 10, 2020
Secrets to Social Security
It's money you can't outlive, and the system is solvent, but what are some resources and ways you can maximize your benefits with social security? Find out on this episode of Financial Strategies! Get your social security guide: https://agemyfinancial.lpages.co/understanding-social-security-benefits-podcast/
55:00
June 29, 2020
Why you should care about the CARES act
In today's episode Andrew and Daniel discuss the new  Coronavirus Aid, Relief, and Economic Security Act, also known as the CARES Act. What exactly are the do's and don'ts of this law that is intended to address the economic fallout of the COVID-19 pandemic, and how does it effect your accounts? Get your social security guide: https://agemyfinancial.lpages.co/understanding-social-security-benefits-podcast/
52:01
June 29, 2020
Thank You, Mr. Powell
In this episode Andrew and Daniel take a look at which points in history most resemble our current market situation, as well as what the Chair of the Federal Reserve, Jerome Powell, has done to put a band-aid on our economy that allows for portfolios to come back and readjust. Click here for our free guide on the 7 risks to your retirement 👉 https://bit.ly/2YctW0G
52:00
June 17, 2020
Financial Strategies
A brief story about the 2013 Denver Broncos sparks an in depth discussion amongst Daniel and Andrew about financial strategies and the importance of DEFENSE in a financial portfolio. Click here for our free guide on the 11 signs you are working with the wrong financial advisor 👉 https://bit.ly/348Lz5y
52:00
June 17, 2020
Is your retirement susceptible to the virus?
In this episode listen to our webinar held on 4/23/20 about virus impact on retirement. Visit us at www.agemy.com
37:08
April 28, 2020