Skip to main content
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.
Where to listen
Apple Podcasts Logo

Apple Podcasts

Google Podcasts Logo

Google Podcasts

Overcast Logo

Overcast

Pocket Casts Logo

Pocket Casts

RadioPublic Logo

RadioPublic

Spotify Logo

Spotify

Is Your Retirement Recession-Proof?
Are we in a recession? Some say we are, others say absolutely not. Wherever we are as a nation, sooner or later, the economy will fall into a recession - because that’s the nature of the economy.  If you are nearing or already in retirement, how do you protect your hard-earned savings? In other words, how do you "recession-proof" your retirement?  Find out in the latest Financial Strategies Podcast with Andrew and Daniel Agemy here.  Are Your Allocations Right for Social Security? (PDF)  Are Your Allocations Right for RMDs? (PDF)  The Importance of Financial Defense. (PDF) Follow us on Instagram!  Like us on Facebook! 
55:00
August 15, 2022
Do You Believe Everything You Hear?
We all commonly misunderstand what numbers are telling us, and many of us don’t exercise due diligence to sift through the noise and get to the facts. When it comes to planning for retirement, you need to be extra careful what - and who - you're listening to.    Learn how to avoid being fooled into money moves that could later derail your retirement in the latest Financial Stratgies show with Andrew and Daniel Agemy here. The Hard Lessons of Stock Market History (PDF)  Resetting Your Retirement (PDF)  Follow us on Instagram!  Like us on Facebook! 
55:00
August 08, 2022
Strategies for Passive Income
Passive income is money you derive from sources other than paid labor; like a rental property for example. Once established, passive income streams in retirement require little time and effort to maintain. But you DO need to put in the work - at least on the front end. Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here as they break down the pros and cons of passive income, and how to decide if it's the right form of wealth building for you. How To Give And Receive With Charitable Contributions (PDF)  Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF)  Follow us on Instagram! Like us on Facebook! 
55:00
August 01, 2022
Double Your Income
What would YOU do if you were able to DOUBLE your retirement income? If time is your most valuable commodity, an organic, dependable income stream should be your goal.   Listen to the latest Financial Strategies podcast here to find out more. Understanding and Maximizing Your Social Security (PDF) Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF) Follow us on Instagram! Like us on Facebook!
55:00
July 25, 2022
Goals-Based Retirement
What is a goals-based retirement? What does a goals-based approach mean?    Your goals are unique to your situation in life and depends entirely on your ideal outcomes.  Taking time to ensure a secure and financially stable retirement is essential to enjoying your golden years. In today's Financial Strategies show, Andrew and Daniel explore what a goals-based retirement is and whether it's the right strategy for you and your financial future.    When you're done watching the show, check out our free educational resources below for your financial planning needs:   7 Risks to Your Retirement (PDF)  Real Life Challenges: Reset Your Retirement (PDF)  Follow us on Instagram!  Like us on Facebook! 
55:00
July 18, 2022
Can I Still Retire?
If you're nearing retirement, all of this market volatility can be especially unnerving.    The S&P 500 officially entered a bear market, and when you're going to be relying on your savings, watching your investment portfolio drop in value can be tough to stomach.   If stock prices do continue to fall, is now really the right time to retire? It depends on a few factors.  Listen to the latest Financial Strategies Podcast here to learn more.    MARKET MATH MADE SIMPLE (PDF)  10 SIGNS YOU’RE WORKING WITH A TRUE RETIREMENT INCOME SPECIALIST (PDF)  Follow us on Instagram!  Like us on Facebook! 
55:00
July 11, 2022
401(k) Now a 301(k)?
Did your 401(k) turn into a 301(k)? Look at your portfolio; Do you have risk? Do you have adequate diversification? You need a plan in place to deal with the current financial climate. Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to learn more! Bond vs Bonds Mutual Funds (PDF)  The Dangers of Spending Down Principal in Retirement (PDF)  Follow us on Instagram!  Like us on Facebook! 
55:00
July 07, 2022
Don't Be Fooled (By Volatility)
Volatility can fool you.    These days, investors are facing their share of challenges as stock values swing all over the place. Even if you’re not new to investing, this volatility can be hard to stomach.   But is it all doom and gloom? You may be surprised to hear you're being fooled. Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to learn more!    NEGATIVE SPIN ON ANNUITIES (PDF)  WHY INVESTING IN MUTUAL FUNDSCOULD JEOPARDIZE YOUR PLANS FOR RETIREMENT (PDF)  Follow us on Instagram!  Like us on Facebook! 
55:00
June 24, 2022
401(k) Brain
Do you suffer from 401(k) Brain?  The 401(k) is an incredibly powerful investing tool, and there are plenty of advantages of contributing to this type of account. But despite its many advantages, the downside to investing in a 401(k) is that you typically don't have many investing options; which can be more costly than you might think. Is your investment strategy stuck on repeat? Listen to this week's Financial Strategies Podcast with Andrew and Daniel Agemy to learn more.  Market Math Made Simple (PDF) Guide to Ageing: 7 Milestone Ages to Remember (PDF) Follow us on Instagram! Like us on Facebook! 
55:00
June 20, 2022
What's Your Gut Telling You?
Gut instinct, or intuition, is your immediate understanding of something; there's no need to think it over or get another opinion—you just know.  From investing confidence to market volatility concerns, when it comes to your financial planning, there's value in what your gut is telling you.  Listen to this week's Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.    The Essentials of What You Need To Know About Retirement Income (PDF) The Importance of Financial Defense (PDF)  Follow us on Instagram!  Like us on Facebook! 
54:31
June 06, 2022
Mispricing. Misperceptions. Mistakes.
While we can't predict what will happen in the current volatile market, we CAN prepare: Prepare for mispricing, prepare for misperceptions and prepare for inevitable mistakes.  Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to find out more!   Download The Income Generation Report (PDF)  Why Investing in Mutual Funds Could Jeopardize Your Plans for Retirement (PDF)  Follow us on Instagram!  Like us on Facebook! 
55:00
May 30, 2022
Retirement Confidence Part 2
The Financial Strategies Podcast was created for one key reason: to help people drown out the noise so they can understand the truths in financial planning.    In Part 1 of our Retirement Confidence Podcast, we talked about how you need advice from a trusted specialist, preferably a Fiduciary. (A Fiduciary must put your best interest above their own. A financial advisor who's a fiduciary has an ethical duty to recommend the best investments for you.)   Today we're discussing how to further build confidence in your retirement planning by gaining the right tools and strategies to help your money grow.    THE DANGERS OF SPENDING DOWNPRINCIPAL DURING RETIREMENT (PDF)  INTRODUCTION TOTHE UNIVERSE OFNON-STOCK MARKET INCOME-GENERATING ALTERNATIVES (PDF)  Follow us on Instagram! Like us on Facebook!
55:00
May 23, 2022
Retirement Confidence Part 1
Despite the impact of the pandemic that has lasted for over two years, American workers and retirees remain optimistic about living a comfortable retirement.    How prepared for retirement are you and what influences your level of confidence? Do you have the plan in place to gain retirement confidence through Social Security strategies and investment opportunities? Listen to the latest Financial Strategies Podcast here to learn more.    THE INCOME GENERATION: What Everyone Over 50 Must Do Right Now to Help Secure Their Financial Future (PDF)  UNDERSTANDINGSOCIAL SECURITY BENEFITS (PDF)  Follow us on Instagram!   Like us on Facebook! 
55:00
May 16, 2022
You've Won the Game of Life
You've built your nest egg through your 401(K), secured investments and saving for retirement... but now what?    Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out!    When you're done watching the show, check out our free educational resources below for your financial planning needs:    WHY INVESTING IN MUTUAL FUNDSCOULD JEOPARDIZE YOUR PLANS FOR RETIREMENT (PDF)  THE INCOME GENERATION: What Everyone Over 50 Must Do Right Now to Help Secure Their Financial Future (PDF) Follow us on Instagram!  Like us on Facebook!
55:00
May 09, 2022
Bitcoin: Why Conservative Investors are so Intrigued.
When it comes to cryptocurrencies like Bitcoin, should you utilize these new volatile assets or continue to grow your money the old fashioned way? There are pros and cons to both.   Listen to the latest Financial Strategies podcast with Andrew and Daniel Agemy here to learn more.    BITCOIN FIRST: Why investors need to consider bitcoin separately from other digital assets (PDF)  THE DANGERS OF SPENDING DOWNPRINCIPAL DURING RETIREMENT (PDF) Follow us on Instagram!  Like us on Facebook! 
55:00
April 22, 2022
2022 Tax Facts
Tax season is here, and if you're like most people, you'd like to hold on to as much of your 2021 earnings as possible. But did you know that by paying taxes NOW, you can help set yourself up for a "tax-free" retirement?    Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more tax-saving tips.    PROACTIVE TAX-SAVINGSTRATEGIES (PDF)  HOW TO GIVE AND RECEIVEWITH CHARITABLE CONTRIBUTIONS (PDF)  Follow us on Instagram!  Like us on Facebook! 
55:00
April 14, 2022
Don't Be Fooled
Volatility can fool you.   These days, investors are facing their share of challenges as stock values swing all over the place. Even if you’re not new to investing, this volatility can be hard to stomach.  But is it all doom and gloom? You may be surprised to hear you're being fooled. Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to learn more!    NEGATIVE SPIN ON ANNUITIES (PDF)  WHY INVESTING IN MUTUAL FUNDSCOULD JEOPARDIZE YOUR PLANS FOR RETIREMENT (PDF)   Follow us on Instagram!  Like us on Facebook! 
55:00
April 04, 2022
Do You Need Stock Market Stress?
People are under a lot of stress right now. More than we care to think about; The pandemic. The economy. The war.    So how do we start the road to a stress-free retirement under these volatile conditions? It is possible. Listen to the latest Financial Strategies podcast with Andrew and Daniel Agemy here to learn more.    THE INCOME GENERATION REPORT (PDF)  THE DANGERS OF SPENDING DOWNPRINCIPAL DURING RETIREMENT (PDF)   Follow us on Instagram!  Like us on Facebook! 
55:00
March 15, 2022
Time for an Estate Planning Check-Up?
The word 'Estate' alone can throw most people off including an estate plan in their retirement strategy. However, there is a lot more to who gets your belongings when you die - and you certainly don't need a lot of wealth to get a plan in place.  Watch the latest Financial Strategies podcast with Andrew and Daniel Agemy to learn why a well designed estate plan can do a lot for you, and your loved ones.   ESTATE PLANNING: Are you making mistakes that could jeopardize your retirement? (PDF) Follow us on Instagram!  Like us on Facebook! 
55:00
March 02, 2022
Opening the Doors of Possibility
Only 27% of workers are confident that they are going to have a comfortable retirement. Do you know what inflation will do to your retirement income?  Listen to this week's Financial Strategies podcast episode now! The Power of Women (PDF)  The Essentials of What You Need To Know About Retirement Income (PDF) Follow us on Instagram!  Like us on Facebook! 
55:00
February 16, 2022
Yes! You CAN Retire on Dividends
The Great Depression taught society a lot of things at the time; one key lesson was to avoid the dangers of the stock market, and to instead rely on interest from the bank.   Today however, we have the reverse.    Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.    Bonds Vs Bond: Mutual Funds. (PDF)    Introduction to the Universe of Non-Stock Market Income-Generating Investments. (PDF)    Follow us on Instagram!    Like us on Facebook! 
55:00
February 07, 2022
Do You Need a Retirement Coach?
Coaches, teachers, mentors, professors - these influential figures can assist and encourage you as you navigate through life, without passing judgment or feigning interest. They can help you perform at your fullest potential professionally, personally, and financially—such as helping you with your relationships, career, health goals, sports skills, hidden talents, communication skills and even spirituality. Why not consider seeking such guidance for your retirement, too? Retirement Coaching is a process with tangible tools, written documents, and thoughtful discussion. When it comes to your golden years, a retirement coach can help you decide how and with whom you want to spend it. Listen to the latest Financial Strategies podcast with Andrew and Daniel Agemy here to learn more. Guide to Aging (PDF)  Real Life Challenges: Resetting Your Retirement (PDF)  Follow us on Insagram!   Like us on Facebook!  
55:00
February 01, 2022
RMDs and Taxation.
Confused about RMDs? You're not alone.  If you don't do them right, you'll face a 50% owed to the IRS!  How can you save money on RMD taxes? We have the strategies and tricks in place to make sure you don't pay a penny more than you need to.   Listen to this week's podcast episode now!   How to Give and Receive Charitable Donations (PDF)  Understanding RMDs (PDF)  Follow us on Insagram!   Like us on Facebook!  
55:00
January 25, 2022
Foundations
Foundations are the backbone of life. They hold walls, houses, marriages and yes, even finances in place.   Learn how having a solid financial foundation in place can safeguard you from turmoil in your golden years here.    Bonds Vs Bond: Mutual Funds. (PDF)  Estate Planning Mistakes to Avoid (PDF)  Follow us on Instagram! Like us on Facebook! 
55:00
January 17, 2022
New Paradigms in Retirement Planning
Starting out over three decades ago, Andrew Agemy's Lebanese heritage taught him to study the bible when it comes to money concepts.   What does the Bible have to say about money? You might be surprised!    Listen to the latest Financial Strategies podcast with Daniel and Andrew Agemy to learn how the focus has changed in retirement income planning, and why with the right outlook and strategies in place, you can help build wealth and protect your future.     10 SIGNS YOU’RE WORKING WITH A TRUE RETIREMENT INCOME SPECIALIST (PDF)  THE HARD LESSONS OF STOCK MARKET HISTORY (PDF)  Follow us on Instagram!  Like us on Facebook! 
55:00
January 04, 2022
The Gift That Keeps on Giving
What is the gift that keeps on giving? Education. Education never stops giving. When you learn something, you can retain it for as long as you like. Education helps you add value to your life, helps you make smarter decisions and sets you up for future success. Find out more on the latest Financial Strategies podcast with Andrew and Daniel Agemy here. 2022 TAX INFLATION ADJUSTMENTS (PDF)  GUIDE TO AGING:7 MILESTONE AGES TO REMEMBER (PDF)  Follow us on Instagram!  Like us on Facebook! 
55:00
December 30, 2021
Inflation Risk
Housing, vehicles, education, materials, labor... Prices are going up, and you're getting less bang for your buck.  Let's look into the biggest risk your retirement could face: Inflation. THE DANGERS OF SPENDING DOWNPRINCIPAL DURING RETIREMENT (PDF) 7 EASY-TO-AVOID RISKS TOYOUR RETIREMENT (PDF) Follow us on Instagram! Like us on Facebook!
55:00
December 21, 2021
Rip the Band-Aid Off and Never Pay Taxes Again
A strategic approach to investing can help you maximize your retirement income while minimizing your investment taxes. What happens when you convert to a Roth IRA? How much tax will I pay if I convert my IRA to a Roth? What about "Conversion" IRAs and "Back Door" Roth IRAs? Find out what makes sense for you to in the latest Financial Strategies Podcast with Andrew and Daniel Agemy here. Proactive Tax Saving Strategies (PDF) How to Give and Receive Charitable Donations (PDF) Follow us on Instagram! Like us on Facebook!
12:49
December 14, 2021
Embracing Volatility
You understand market structure. You understand volatility. You even have the strategies to deal with these volatile markets after the turbulent past few decades. But do you know how you can BENEFIT from volatility? Find out in the latest Financial Strategies podcast with Andrew and Daniel Agemy here. THE DANGERS OF SPENDING DOWNPRINCIPAL DURING RETIREMENT (PDF) THE HARD LESSONS OF STOCK MARKET HISTORY (PDF) Follow us on Instagram! Like us on Facebook!
55:00
December 06, 2021
The Attitude of Gratitude
Gratitude is a trait we can all benefit from. It has even been deemed the "root of happiness". But what else do we know about gratitude when it comes to financially planning for the future? Find out in the latest Financial Strategies Podcast with Andrew and Daniel Agemy here.  How To Give And Receive with Charitable Contributions (PDF) Follow us on Instagram! Like us on Facebook!
55:00
November 30, 2021
"Enough" Assets to Retire, or Have a Successful Retirement?
What's the difference between having enough assets to retire, and having a successful retirement? The answer may surprise you.   Get clued up on what will help you have a successful retirement in the latest Financial Strategies podcast with Andrew and Daniel Agemy here. The Dangers of Spending Down Principal in Retirement (PDF)  Guide to Aging (PDF)  Follow us on Instagram! Like us on Facebook!
50:39
November 18, 2021
Taxation of RMDs
Confused about RMDs? If you don't do them right, you'll face a FIFTY PERCENT PENALTY owed to the IRS!  How can you save money on RMD taxes? We have the strategies and tricks in place to make sure you don't pay a penny more than you need to.    Listen to this week's podcast episode now!   How to Give and Receive Charitable Donations (PDF)  Understanding RMDs (PDF)  Follow us on Instagram! Like us on Facebook!
55:00
November 09, 2021
Good Decisions Vs Outcomes
Decision making when it comes to investing is crucial for your financial future. But how do you know the right and wrong ways to invest? We're here to help. Listen to our latest Financial Strategies Podcast with Andrew and Daniel Agemy to learn more here.  Listen to this week's podcast episode now! 10 Signs You're Working With A True Retirement Income Specialist (PDF) The Essentials Of What Your Need To Know About Retirement Income (PDF) Follow us on Instagram! Like us on Facebook!
55:00
November 04, 2021
The TINA Lie
Is your advisor taking on risk they don't need to? The "TINA effect" can be seen in markets experiencing asset price bubbles when, despite fundamentals, markets keep rising only because there is no alternative to put investment dollars to work elsewhere. Listen to this week's podcast episode now! Introduction to the Universe of Non-Stock Market Income-Generating Alternatives (PDF) The Dangers of Spending Down Principal During Retirement (PDF) Follow us on Instagram! Like us on Facebook!
55:00
October 28, 2021
They Are Coming For You
7 trillion dollars?!?! Where is the government going to get all the money they need? They are coming for you! Listen to this week's podcast episode now! 10 Estate Planning Mistakes to Avoid (PDF) 10 Proactive Tax Saving Strategies (PDF) Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
55:00
October 21, 2021
Embracing Volatility
When you understand market structure and volatility your retirement can benefit! Listen to this week's podcast episode now! The Hard Lessons of Stock Market History (PDF) The Dangers of Spending Down Principal During Retirement (PDF) Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
55:00
October 13, 2021
Opening Doors Of Possibility
Only 27% of works are confident that they are going to have a comfortable retirement. Do you know what inflation will do to your retirement income? Listen to this week's podcast episode now! The Power of Women - https://bit.ly/3uRp0h0 The Essentials of What You Need To Know About Retirement Income - https://bit.ly/3ljSD7m Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
55:00
October 06, 2021
Choosing a Retirement Coach
Everyone in all aspects of life has had someone to teach them and help them learn and develop skills and today we discuss how to choose a retirement coach to do just that. Listen to this week's podcast episode now! Reset your Retirement - https://bit.ly/39TvAd8 Guide to Aging - https://bit.ly/3D6lzWO Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
October 01, 2021
5 Mistakes Retirees Make
Making mistakes when you're ready to retire can mean you losing your money before you know it. Let us help by discussing these issues. Listen to this week's podcast episode now! The Dangers of Spending Down Principal During Retirement - https://bit.ly/3kKErUU Proactive Tax Saving Strategies - https://bit.ly/3utoQwh Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
September 27, 2021
How to Retire
Are you ready to retire? Do you know how to retire? Find out how by listening to this week's podcast episode! Signs you're with the wrong financial advisor. https://bit.ly/3tMQbZJ Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
September 15, 2021
What is UBI?
What exactly is Universal Basic Income? What does this mean for the future? Listen now to find out! The dangers of spending down principal during retirement - https://bit.ly/3DUjQoJ Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
September 09, 2021
Double Your Retirement Income
Can YOU double your retirement income? Listen now to find out! Intro to the Universe of Non-Stock Market Income Generating Alternatives -  https://bit.ly/2WXKP25 Understanding and Maximizing your Social Security Benefits -  https://bit.ly/2X1oOyI Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
September 08, 2021
The 3-Legged Stool of Retirement
There are 3 legs on the stool of retirement. Let's go over them to make sure you don't outlive your money! Understanding and Maximizing your Social Security Benefits: https://bit.ly/3gr4JJe 7 Risks to Your Retirement: https://bit.ly/3gqAlP7 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
August 23, 2021
Why Planning is Essential
The greatest fear that a retiree has is running out of money before they run out of life.  This week's episode details into why retirement planning is essential to completing your legacy. Listen now! Why is Retirement Planning Essential: https://bit.ly/2W1eOF7 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
August 17, 2021
Inflation vs Deflation: The Debate
Today's market crisis is seeing massive price hikes on most things due to low supply and high demand. On this episode, we discuss the pros and cons and effects of inflation vs deflation and what that means to retirement portfolios. Listen now! The Importance of Financial Defense:  https://agemy.app.box.com/s/9f9gzm6741iwsqdd3l8fje6w0t0th8q5/file/836761774174 7 Risks to Your Retirement: https://agemy.app.box.com/s/9f9gzm6741iwsqdd3l8fje6w0t0th8q5/file/836761185020 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
August 03, 2021
Yes, You Can Retire On Dividends
Your money needs to be earning something. We're here to help you overcome your beliefs and help you understand what dividends are to make you safe for retirement and free of worry. Tune in now! Introduction To The Universe Of Non-Stock Market Income-Generating Alternatives: https://agemy.app.box.com/s/ao685bh6svnhimutt9myel7bjlz1bwj9/file/833723354445 Bonds vs Bond Mutual Funds:  https://agemy.app.box.com/s/ao685bh6svnhimutt9myel7bjlz1bwj9/file/833724065070 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
52:00
July 27, 2021
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 07, 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 03, 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 09, 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 05, 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 03, 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 05, 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 05, 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 05, 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 05, 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 04, 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 01, 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 03, 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 08, 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 02, 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 03, 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 05, 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