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.
Available on
Apple Podcasts Logo
Google Podcasts Logo
Overcast Logo
Pocket Casts Logo
RadioPublic Logo
Spotify Logo
Currently playing episode

The Attitude of Gratitude

Financial StrategiesNov 30, 2021

00:00
55:00
Roth IRA Contribution or Conversion?

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

Mar 26, 202448:43
Creating Massive Income for Retirement

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

Mar 18, 202448:01
Protecting Your Retirement

Protecting Your Retirement

Whether we realize it or not, every day and every choice we make involves some level of risk. Ignoring this fact can lead to uncertainty in both our present and future. When it comes to retirement planning, it's crucial to consider the various risks you may face and take proactive steps to protect your financial security. Tune into the latest Financial Strategies Podcast with Andrew and Daniel Agemy here. ANNUITIES: INCOME FOR LIFE (PDF): https://bit.ly/4acEEXT PROTECTING YOUR FINANCES IN THE AGE OF CYBERCRIME (PDF): https://bit.ly/3T7ouIe THE MOST IMPORTANT THING (BOOK): https://amzn.to/4c55umt

Mar 11, 202449:18
Compound Interest: The Eighth Wonder of The World?

Compound Interest: The Eighth Wonder of The World?

Albert Einstein famously referred to compound interest as the 8th wonder of the world. But is it truly as wondrous as he claimed? You can find the answer by watching the latest Financial Strategies Podcast with Andrew and Daniel Agemy to learn more. PASSIVE INCOME FOR RETIREMENT (PDF): https://bit.ly/4bxmxNH INVESTING FOR INCOME IN THE STOCK MARKET (PDF): https://bit.ly/3uw3FxM RETURN ON PRINCIPLE (BOOK): https://bit.ly/48gvt7p Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Feb 12, 202448:02
Do Roth IRAs Make Sense?

Do Roth IRAs Make Sense?

Many individuals approaching retirement often ponder the question: "Are Roth IRAs a wise investment choice? Should I consider investing in a Roth IRA? What returns do Roth IRAs offer?" Listen the latest Financial Strategies Podcast in full with Andrew and Daniel Agemy here.

PROACTIVE TAX-SAVING STRATEGIES (PDF): https://bit.ly/48SmU3J INVESTING FOR INCOME IN THE STOCK MARKET (PDF): https://bit.ly/3uaoCOO SMART RETIREMENT: DISCOVER THE STRATEGIC MOVEMENT AROUND RETIREMENT TAXATION (BOOK): https://amzn.to/3LSFTS4

Jan 29, 202446:37
What You Need to Know In 2024

What You Need to Know In 2024

Life is filled with uncertainties, but three unwavering constants stand out: death, taxes, and change. As we enter 2024, let's explore the vital information you need to make your retirement journey truly worthwhile.
Watch the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more. RETIREMENT RISK REPORT: WILL YOU OUTLIVE YOUR MONEY? (PDF): https://bit.ly/3S6OzGQ UNDERSTANDING PRICE-TO-EARNINGS RATIOS (PDF): https://bit.ly/3O9pMRi More Life Than Money: How Not to Outlive Your Savings (BOOK): https://amzn.to/3Rllk2v

Jan 22, 202450:49
Retirement 101

Retirement 101

The fresh start of a year holds the promise of fulfilling and maintaining your New Year's resolutions. When it comes to understanding the fundamentals of retirement, it is crucial to strike a balance between being proactive and reactive.
Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more! HOW MUCH DO I NEED TO RETIRE (PDF): https://bit.ly/3Sf8uVj


DEFINITIVE GUIDE TO RETIREMENT INCOME (PDF): https://bit.ly/3tVfGMZ

Follow us on Instagram! https://www.instagram.com/agemyfinancial/

Like us on Facebook! https://www.facebook.com/agemyfinancial/

Jan 15, 202449:31
Peace of Mind

Peace of Mind

During this holiday season, there's nothing more thoughtful than gifting retirees peace of mind. Many retirees face constant changes in their schedules and lifestyles, which can lead to a lack of stability.

Watch the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more. BUILDING BLOCKS OF RETIREMENT (PDF): https://bit.ly/3GYvSjo SEVEN RISKS TO YOUR RETIREMENT (PDF): https://bit.ly/3RVnUxT Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Dec 26, 202346:28
Inflation! What Is Your Strategy?

Inflation! What Is Your Strategy?

Everywhere we turn, the cost of goods has surged, prompting us to wonder: How have retirees adjusted to inflation? What strategies are people adopting to shield themselves from the impact of inflation? Find out by watching the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more!

7 RISKS TO YOUR RETIREMENT (PDF): https://bit.ly/41l9CJX HOW MUCH DO I NEED TO RETIRE (PDF): https://bit.ly/3uSQ4AG MORE LIFE THAN MONEY: HOW NOT TO OUTLIVE YOUR SAVINGS: https://a.co/d/7rk3fEM

Dec 12, 202347:54
The Retirement Mountain

The Retirement Mountain

If you're like most people, you've likely dedicated the majority of your life to saving for retirement. Reaching the summit of the retirement mountain can be a daunting experience, leaving you with the question, "What comes next?" Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more!

GUIDE TO AGING (PDF): https://bit.ly/3MwTlLS THE UNIVERSE OF INCOME-GENERATING FINANCIAL STRATEGIES (PDF): https://bit.ly/49rCrbu Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Nov 07, 202346:54
Dream Retirement - A New Paradigm

Dream Retirement - A New Paradigm

The world of retirement planning is dramatically changing. To stay ahead of the evolving financial landscape, you need to go beyond traditional savings strategies and look to the future of investing.

Today's conversation for tomorrow's retirement lies predominantly in the stock market, and how it's future can play a pivotal role in helping retirees achieve their retirement dreams.

Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more!


PASSIVE INCOME FOR RETIREMENT (PDF): https://bit.ly/46kQUnf

HOW MUCH DO I NEED TO RETIRE? (PDF): https://bit.ly/44Zcmgr

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

Follow us on Instagram! https://www.instagram.com/agemyfinancial/

Like us on Facebook! https://www.facebook.com/agemyfinancial/

Sep 18, 202348:51
How to Plan for RMDs

How to Plan for RMDs

Required Minimum Distributions (RMDs) are not just financial obligations; they're your ticket to navigating retirement wisely. Join us as we explore the world of RMDs. Witness the benefits and sidestep penalties to keep your retirement penalty-free.

Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more!

THE SECURE ACT 2.0 REPORT (PDF): https://bit.ly/45F9OF4

HOW TO GIVE AND RECEIVE CHARITABLE CONTRIBUTIONS (PDF): bit.ly/3KSdhbk

SMART RETIREMENT (Book): amzn.to/45gSbvl

Follow us on Instagram! https://www.instagram.com/agemyfinancial/

Like us on Facebook! https://www.facebook.com/agemyfinancial/

Aug 22, 202344:38
Double Dog Dare You

Double Dog Dare You

Double-dog daring in finance involves taking bold risks and pushing the limits of conventional investment strategies. By exploring innovative approaches, you can effectively navigate the ever-evolving financial landscape and adapt to the dynamic nature of the economy.

Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more!

WHY INVESTING IN MUTUAL FUNDS COULD JEOPARDIZE YOUR RETIREMENT PLANS (PDF): https://bit.ly/3OsQjZ4

HARD LESSONS IN THE STOCK MARKET (PDF): https://bit.ly/3YsxOc8

Follow us on Instagram! https://www.instagram.com/agemyfinancial/

Like us on Facebook! https://www.facebook.com/agemyfinancial/

Aug 07, 202346:53
Building Renewable Wealth

Building Renewable Wealth

Everywhere we turn we see much-needed efforts for renewable energy adoption - but what about renewable WEALTH? Renewable wealth is all about making smart money decisions for future generations. Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more!

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

DEFINITIVE GUIDE TO RETIREMENT INCOME (PDF): https://bit.ly/473gqyt

Follow us on Instagram! https://www.instagram.com/agemyfinancial/

Like us on Facebook! https://www.facebook.com/agemyfinancial/

Jul 28, 202346:09
Gold In Your Portfolio?

Gold In Your Portfolio?

Gold can make it a valuable addition for diversifying your portfolio and mitigating risks associated with equity and bond investments. But like any investment, you can benefit from gold most when you understand how it fits within your overall financial plan. Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more!

IMPORTANCE OF FINANCIAL DEFENSE (PDF): http://bit.ly/3Y2hcYl

UNDERSTANDING PRICE-TO-EARNINGS RATIOS (PDF): https://bit.ly/3Dwe65e

Follow us on Instagram! https://www.instagram.com/agemyfinancial/

Like us on Facebook! https://www.facebook.com/agemyfinancial/

Jul 24, 202344:22
The Power of Dividends
Jul 17, 202347:18
Retirement Sabotage
Jun 30, 202343:13
Top 5 Retirement Mistakes to Avoid in 2023
Jun 23, 202344:04
Timing or Time In the Market?
Jun 18, 202355:00
A Specialized World
Jun 12, 202345:14
4 Reasons You May Have a Bad Annuity
Jun 05, 202355:00
Hopin' Wishin' & Prayin'
May 29, 202355:00
Power of Passive Income
May 22, 202355:00
6 Keys to Retiring In a Recession
May 12, 202355:00
CBDCs 101

CBDCs 101

Central Bank Digital Currency (CBDC) is generally defined as a digital liability of a central bank that is widely available to the general public. After the collapse of the economy in 2008, millions of Americans lost everything. Can CBDCs help stabilize the current turmoil in the global financial markets and help protect your hard-earned savings? Watch the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.

2023 The State of Central Bank Digital Currencies (PDF) https://bit.ly/3KhVLNI

TEN WARNINGSIGNS OF WORKINGWITH THE WRONGFINANCIAL ADVISOR (PFD): https://bit.ly/40vTvbh Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

May 08, 202355:00
Spouses Helping Spouses
May 01, 202355:00
RMDs: What You Need to Know
Apr 24, 202355:00
Banks, CDs, Inflation
Apr 17, 202355:00
How Diversification Works
Apr 10, 202355:00
5 Secrets of Wall Street

5 Secrets of Wall Street

There’s not a person in the world who hasn’t heard about The Great Recession. It was an epic financial and economic collapse in 2007-2008 that cost many people their jobs, their life savings, their homes, or all three. With so much noise coming from Wall Street today, it's hard to sift through facts vs fiction. Watch the latest Financial Strategies Podcast with Andrew and Daniel Agemy to learn more. WHY INVESTING IN MUTUAL FUNDS COULD JEOPARDIZE YOUR RETIREMENT PLANS (PDF): https://bit.ly/49TRUB8 HARD LESSONS OF THE STOCK MARKET (PDF): https://bit.ly/3t8p7YZ Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/


Apr 03, 202355:00
Buy High, Sell Higher

Buy High, Sell Higher

Buying high and selling higher is momentum traders' enviable goal, but this goal does not come without its fair share of challenges.

As a new generation of investors take on the market, how do you get the highest possible performance and take investment capabilities to a new level?


Listen to the latest Financial Strategies podcast with Andrew and Daniel Agemy here to learn more.

HOW MUCH DO I NEED TO RETIRE (PDF): https://bit.ly/3tU760s UNDERSTANDING PRICE-TO-EARNINGS RATIOS (PDF): https://bit.ly/3Qvb091 STOP THE FINANCIAL INSANITY (BOOK): https://amzn.to/3tGzbZ7 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Mar 20, 202355:00
Estate Planning for 2023
Feb 20, 202355:00
Everything You Need to Know About the SECURE Act 2.0
Feb 10, 202355:00
IRAs vs. Investments
Feb 06, 202355:00
Missing Piece to the Retirement Equation
Feb 01, 202355:00
Types of Annuities
Jan 09, 202355:00
The Gift That Keeps on Giving
Dec 23, 202255:00
How to Prepare for Retirement in a Volatile Market
Dec 16, 202255:00
2023 Taxes You Should Know About
Dec 12, 202255:00
Recession Proof Your RMD
Dec 02, 202255:00
Do You Need Stock Market Stress?
Nov 14, 202255:00
401(k) Now a 301(k)?
Nov 07, 202255:00
Should I Do a Roth Conversion While the Market Is Down?
Nov 02, 202255:00
Greatest Mistake Retirees Make
Oct 25, 202255:00
Crystal Ball or Contract?
Oct 18, 202255:00
Are CDs a Good Deal?
Oct 10, 202255:00
What Are I Bonds?
Oct 04, 202255:00
How Life Insurance Really Works
Sep 26, 202255:00
When to Say Uncle
Sep 19, 202255:00
Can I Still Retire?
Sep 13, 202255:00