Financial Strategies: Recent Episodes
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.
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/3R2DBSYRETIREMENT RISK REPORT WILL YOU OUTLIVE YOUR MONEY? (PDF): https://bit.ly/4bAkhVpRETIREMENT INCOME STORE (BOOK): https://amzn.to/3SkkrYI
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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/3UGQW4kRETIREMENT RISK REPORT: Will You Outlive Your Money? (PDF): https://bit.ly/4asflR6More Life Than Money: How Not to Outlive Your Savings (BOOK): https://amzn.to/3wEsMzH
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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/3H6jU7qINVENTING BITCOIN (BOOK): https://amzn.to/3yk9Jv1
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How does fast food relay to retirement planning?! In this week's episode of the Financial Strategies Podcast hosted by Andrew and Daniel Agemy, we uncover intriguing similarities and insightful observations that shed light on some financial strategies to help you have it "your way." Have an appetite to learn more? Tune in here!RETIREMENT RISK REPORT: WILL YOU OUTLIVE YOUR MONEY? (PDF): https://bit.ly/44zc29iSIGNS YOU ARE WORKING WITH A TRUE RETIREMENT INCOME SPECIALIST (PDF): https://bit.ly/4boQPBiRICHEST MAN IN BABYLON (BOOK): https://amzn.to/47lDx74
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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
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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/4b5rXyfBONDS VS BOND MUTUAL FUNDS (PDF): https://bit.ly/4499Ll8PIRATES OF MANHATTAN (BOOK): https://bit.ly/3UqE9Er
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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/4aMNVGhNAVIGATING THE CHALLENGES OF LONG-TERM CARE (BLOG): https://bit.ly/3usSXIvTHREE BLING MICE: HOW TODAY'S FINANCIAL PLANNING PROCESS LEADS YOUR MONEY TO A MOUSE TRAP (BOOK): https://amzn.to/40Dk4MC
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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
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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/4ayZTmKRETIREMENT RISK REPORT: WILL YOU OUTLIVE YOUR MONEY? (PDF): https://bit.ly/4aeMzEsTURNING FINANCIAL PLANNING RIGHT-SIDE UP (BOOK): https://amzn.to/4aClk6e
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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/47lDx74UNDERSTANDING REQUIRED MINIMUM DISTRIBUTIONS (PDF): https://bit.ly/49eedQDWHAT YOU NEED TO KNOW ABOUT ROTH CONVERSION IN 2024 (BLOG): https://bit.ly/47QjzRr
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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/49Yn8XlINTRODUCTION TO THE UNIVERSE OF INCOME-GENERATING FINANCIAL STRATEGIES (PDF): https://bit.ly/3PpRcDe
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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/4acEEXTPROTECTING YOUR FINANCES IN THE AGE OF CYBERCRIME (PDF): https://bit.ly/3T7ouIeTHE MOST IMPORTANT THING (BOOK): https://amzn.to/4c55umt
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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/4bxmxNHINVESTING FOR INCOME IN THE STOCK MARKET (PDF): https://bit.ly/3uw3FxMRETURN ON PRINCIPLE (BOOK): https://bit.ly/48gvt7pFollow us on Instagram! https://www.instagram.com/agemyfinancial/Like us on Facebook! https://www.facebook.com/agemyfinancial/
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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/48SmU3JINVESTING FOR INCOME IN THE STOCK MARKET (PDF): https://bit.ly/3uaoCOOSMART RETIREMENT: DISCOVER THE STRATEGIC MOVEMENT AROUND RETIREMENT TAXATION (BOOK): https://amzn.to/3LSFTS4
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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/3S6OzGQUNDERSTANDING PRICE-TO-EARNINGS RATIOS (PDF): https://bit.ly/3O9pMRiMore Life Than Money: How Not to Outlive Your Savings (BOOK): https://amzn.to/3Rllk2v
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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
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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/3GYvSjoSEVEN RISKS TO YOUR RETIREMENT (PDF): https://bit.ly/3RVnUxTFollow us on Instagram! https://www.instagram.com/agemyfinancial/Like us on Facebook! https://www.facebook.com/agemyfinancial/
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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/41l9CJXHOW MUCH DO I NEED TO RETIRE (PDF): https://bit.ly/3uSQ4AGMORE LIFE THAN MONEY: HOW NOT TO OUTLIVE YOUR SAVINGS: https://a.co/d/7rk3fEM
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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/3MwTlLSTHE UNIVERSE OF INCOME-GENERATING FINANCIAL STRATEGIES (PDF): https://bit.ly/49rCrbuFollow us on Instagram! https://www.instagram.com/agemyfinancial/Like us on Facebook! https://www.facebook.com/agemyfinancial/
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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
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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
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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
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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
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Including gold in your retirement portfolio could provide several potential benefits. Gold can make it a valuable addition for diversifying your portfolio, and mitigating risks associated with equity and bond investments. 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
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Retirement marks a thrilling chapter in life where you can relish the rewards of your hard work and follow your passions. Nevertheless, it's important to be cautious of falling into despair and sabotaging your own progress. Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more!
10 WARNING SIGNS OF WORKING WITH THE WRONG FINANCIAL ADVISOR (PDF) https://bit.ly/3JDQ3oE
HOW MUCH DO I NEED TO RETIRE? (PDF) https://bit.ly/3NVu6Eb
BUILDING BLOCKS OF RETIREMENT (PDF) https://bit.ly/3MMFpN8
ANNUITIES: INCOME FOR LIFE (PDF) https://bit.ly/43kI7k2
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Retirement is an exciting phase of life that allows you to enjoy the fruits of your labor and pursue your passions. However, your retirement dreams can quickly become nightmares without proper planning. Watch the latest Financial Strategies Podcast here to learn more.
5 RETIREMENT PLANNING MISTAKES TO AVOID (BLOG) https://bit.ly/3CMmuNY BUILDING BLOCKS OF RETIREMENT (PDF) https://bit.ly/3pdZlRp Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
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From the medical field to the financial industry, knowledge and experience are detrimental. Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.
10 SIGNS YOU ARE WORKING WITH A TRUE RETIREMENT INCOME SPECIALIST (PDF) https://bit.ly/45Zr0Wz
DEFINITIVE GUIDE TO RETIREMENT INCOME (PDF) https://bit.ly/3Nmofra
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We've said it before and we'll say it again... not all annuities are created equal.
While some annuities can provide a reliable income stream in retirement, they often have high fees compared to mutual funds and other investments.
Watch the latest Financial Strategies podcast here to learn more!
BUILDING BLOCKS OF RETIREMENT (PDF) https://bit.ly/3MMFpN8
ANNUITIES: INCOME FOR LIFE (PDF) https://bit.ly/43kI7k2
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Recessions are tough on everybody. But if you're planning to retire during a financial downturn, you may well be losing sleep.
Before you throw the towel in, consider these six strategies to protect yourself, your assets, and your retirement. Listen to the latest Financial Strategies show with Andrew and Daniel Agemy here!
CORONAVIRUSAND FINANCES (PDF) https://bit.ly/3I1OtfC
SECURE ACT 2.0 REPORT (PDF) https://bit.ly/3I6dFl6
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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/40vTvbhFollow us on Instagram! https://www.instagram.com/agemyfinancial/Like us on Facebook! https://www.facebook.com/agemyfinancial/
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The death or incapacitation of a spouse or partner can be one of life's most stressful events. From Social Security benefits to Estate Planning, BOTH spouses should be on the same page when planning for the future. Make sure your spouse is cared for no matter what turn life takes in the latest Financial Strategies podcast here.WOMEN, MONEY, AND RETIREMENT (PDF) https://bit.ly/42d5JWFTEN WARNING SIGNS OF WORKING WITH THE WRONG FINANCIAL ADVISOR (PDF) https://bit.ly/3VlmQmVFollow us on Instagram! https://www.instagram.com/agemyfinancial/Like us on Facebook! https://www.facebook.com/agemyfinancial/
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Whether preparing for retirement or already enjoying it, one thing remains true: You want to make the most of your income and protect it from unnecessary penalties. RMD stands for “required minimum distributions,” which is the amount of money you need to take out annually from a tax-qualified retirement account after you reach a certain age. But did you know that you must take your full required amount, or you could face IRS penalties? Watch the latest Financial Strategies podcast with Andrew and Daniel Agemy here to learn more.
ARE YOUR ALLOCATIONS RIGHT FOR RMDS? (PDF) https://bit.ly/3L68PVp
UNDERSTANDING REQUIRED MINIMUM DISTRIBUTIONS (PDF) https://bit.ly/3LqBJ3Z
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It's no secret the Feds keep hiking interest rates. But what about the interest rates on certificates of deposit (CDs)?
The first step to successful investing is figuring out your goals and risk tolerance. Whatever mix choose, make sure that your decisions are first based on education. Watch the latest Financial Strategies podcast with Andrew and Daniel Agemy here to learn more!
PASSIVE INCOMEFOR RETIREMENT (PDF) https://bit.ly/3UJJV2v
ANNUITIES:INCOMEFOR LIFE (PDF) https://bit.ly/3KJ1LxV
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The primary purpose of diversification is to mitigate risk. It involves spreading your investment dollars among different types of assets to help temper market volatility.
But how does it work, and are you diversifying correctly? Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.
IMPORTANCEOF FINANCIALDEFENSE (PDF): https://bit.ly/3UqCI7t
WHY INVESTINGIN MUTUAL FUNDSCOULD JEOPARDIZEYOUR RETIREMENTPLANS (PDF) https://bit.ly/3Mw9Vfv
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There’s not a person in the world who hasn’t heard about Wall Street. It was an epic financial and economic collapse in 2007-2008 that cost many ordinary people their jobs, their life savings, their homes, or all three.
With so much noise coming from Wall Street, it's hard to sift through facts vs fiction. Watch the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to uncover the truth and take back control of your finances.
WHY INVESTINGIN MUTUAL FUNDSCOULD JEOPARDIZEYOUR RETIREMENTPLANS (PDF) https://bit.ly/3Zz6Vlv
HARD LESSONSOF THESTOCK MARKET (PDF) https://bit.ly/40XUzVm
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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? Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.
TEN WARNINGSIGNS OF WORKINGWITH THE WRONGFINANCIAL ADVISOR (PFD): https://bit.ly/40vTvbh
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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.
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According to cognitive neuroscientists, we are conscious of only about 5 percent of our cognitive activity, so most of our decisions, actions, emotions, and behavior depends on the 95 percent of brain activity that goes beyond our conscious awareness.
When it comes to retirement planning and wealth management, most people do not possess the necessary knowledge to make optimal savings and investment decisions on "hope" alone. To make informed and tactical decisions when it comes to your golden years, you need ditch the Hopin' Wishin' & Prayin' strategy and adopt a carefully planned, thought out and customized strategy in its place.
Watch this week's Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more!
WHY INVESTINGIN MUTUAL FUNDSCOULD JEOPARDIZEYOUR RETIREMENTPLANS (PDF) https://bit.ly/3Jhi9Ff
BUILDINGBLOCKS OFRETIREMENT (PDF) https://bit.ly/3mXstdS
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The old adage, “it's not about timing the market, but about time in the market,” has been proven true over the years.
While it can be tempting to try and avoid the worst days in the market, it's nearly impossible to avoid the worst days and capture the best days. But does time in the market beat market timing?
Find out in the latest Financial Strategies Podcast with Andrew and Daniel Agemy here.
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Popular with real estate investors, passive income is often described as “making money while you sleep,” but it's not as easy as you may think. In fact, the most successful passive income ideas are the result of hard work.
Learn how to reap the benefits of passive income to build wealth in the latest Financial Strategies Podcast with Andrew and Daniel Agemy here.
Agemy Financial Strategies - What You Need to Know About Passive Income (PDF)
Introduction to the Universe of Income-Generating Financial Strategies (PDF)
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America has a retirement savings problem. Will the SECURE Act 2.0 help?
Find out in the latest episode of this Financial Strategies Podcast with Andrew and Daniel Agemy here!
HOW TO CHOOSE AFINANCIAL ADVISOR (PDF)
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Retirement planning can intersect with an avalanche of activity that causes a huge amount of stress, anxiety and worry. But retirement planning should never go hand in hand with stress.
What's the number one missing piece tof the retirement planning equation to reduce stress? Education.
Listen to the latest this Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.
THE DANGERS OF SPENDING DOWN PRINCIPAL DURING RETIREMENT (PDF)
WHY INVESTING IN MUTUAL FUNDS COULD JEOPARDIZE YOUR PLANS FOR RETIREMENT (PDF)
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IRAs such as 401(k)s offer many benefits for retirement savers. However, alternative investment accounts can offer more flexibility than an IRA, and there are no limits on contributions, withdrawals, or income to fund them.
Learn the best ways to build your nest egg and dramatically increase returns in the latest Financial Strategies podcast with Andrew and Daniel Agemy here.
The Hard Lessons of Stock Market History (PDF)
Investing for Income in theStock Market (PDF)
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Are annuities a safe investment? Unlike stocks and bonds, annuities are insurance products designed to give you guaranteed income in retirement.
One reason annuities get a bad rap is the confusion over the different types of annuities. Annuities don’t all work the same, and their differences affect their levels of risk.
Watch the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more!
WHY INVESTING INMUTUAL FUNDSCOULD JEOPARDIZE YOURPLANS FOR RETIREMENT (PDF)
NEGATIVE SPIN ON ANNUITIES (PDF)
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Having a comprehensive retirement plan is one of the most important ways to help ensure financial freedom. What many Americans don't realize is that, in addition to investing, estate planning is a crucial component of your retirement plan.
Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more!
HOW TO HELP AVOID COMMON ESTATE PLANNING MISTAKES (PDF)
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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.
GUIDE TO AGING:7 MILESTONE AGES TO REMEMBER (PDF)
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For every investor, the world has become a hard place. But for those reaching retirement, pressure is significantly mounting.
However, a down market should not deter you from reaping the benefits of a fruitful retirement. Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to help you prepare for your golden years in a volatile market.
INVESTING FORINCOME IN THESTOCK MARKET (PDF)
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The IRS recently announced a number of changes to retirement savings accounts, social security and tax brackets for 2023. Additionally, the IRS issued technical guidance regarding the cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for the 2023 tax year.
Listen to the full Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.
Proactive Tax-Saving Strategies (PDF)
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2022 has been a whirlwind of economic and geo-political upheavals, affecting all of our finances and creating serious concerns for the future. Especially if you are nearing, or in retirement. Furthermore, Bloomberg Business has just predicted a 100% probability of recession in the next 12 months.
By taking proactive steps now, like planning for estimated taxes and Required Minimum Distributions (RMD’s), you can help mitigate the impact of downturns, and yes, even a recession. Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to find out more.
Understanding Required Minimum Distributions (RMDs) (PDF)
Are Your Allocations Right for RMDs? (PDF)
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Recent stock market drops have made Roth Conversions more appealing for many. However, you need to weigh the upfront taxes, along with further consequences you may not (yet) be aware of.
Listen to this week's Financial Strategies Podcast with Andrew and Daniel Agemy to find out more.
INVESTING FOR INCOME IN THE STOCK MARKET (PDF)
PROACTIVE TAX-SAVINGSTRATEGIES (PDF)
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Applying Social Secuirity too early, spending too much too soon, paying more taxes than necessary. What is the biggest mistake a retiree can make? The answer may surprise you.
Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to find out.
THE DANGERS OF SPENDING DOWNPRINCIPAL DURING RETIREMENT (PDF)
THE INCOME GENERATION REPORT (PDF)
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The definition of investing may have changed over time, but one key principal has remained - getting a return on your investment.
So how do you prepare for today's volatile markets when it comes to investing? With speculation (a crystal ball) - or with a carefully structured investment plan (contract)?
Listen to this week's FInancial Strategies Podcast with your hosts: Andrew Agemy in Connecticut, and Daniel Agemy in Colorado here!
The Hard Lessons of Stock Market History (PDF)
The Importance of Financial Defense (PDF)
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Buying a certificate of deposit, also known as a "CD," might be a good choice if you need a specific amount of money to become available at a certain future time, with no risk of losing all of your cash.
That time should be not too far off rather than years down the road.
Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.
THE CASE FOR FIXED INCOME (PDF)
WHY INVESTING IN MUTUAL FUNDSCOULD JEOPARDIZE YOUR PLANS FOR RETIREMENT (PDF)
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I bonds are a type of U.S. savings bond designed to protect the value of your cash from inflation. Even in a rising rate environment like we're in right now, it's not hard to see why these investments are in the spotlight.
While I bonds can certainly help protect your savings from inflation, that doesn't mean they're right for everyone.
Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.
BEWARE OF THE HIDDEN DANGERS BEHINDINVESTING IN BOND MUTUAL FUNDS (PDF)
THE CASE FOR FIXED INCOME (PDF)
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Preserving wealth is what our company is founded on. So how can you protect your wealth, and how can you make it grow?
Today we want to go through the good, the bad and the ugly of life insurance. Should you have life insurance? Is it worth the investment? For life insurance after retirement, you have a number of options depending on your circumstances.
Listen to this week's Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.
HOW TO HELP AVOID COMMON ESTATE PLANNING MISTAKES (PDF)
DON’T LET LONG-TERM CAREBE YOUR FINANCIAL ‘BLIND SPOT’ (PDF)
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Preserving wealth is what our company is founded on. So how can you protect your wealth, and how can you make it grow?
Today we want to go through the good, the bad and the ugly of life insurance. Should you have life insurance? Is it worth the investment? For life insurance after retirement, you have a number of options depending on your circumstances.
Listen to this week's Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.
HOW TO HELP AVOID COMMON ESTATE PLANNING MISTAKES (PDF)
DON’T LET LONG-TERM CAREBE YOUR FINANCIAL ‘BLIND SPOT’ (PDF)
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As we all know and understand, investors get nervous when they see their portfolio value dropping and volatility is in the headlines. When meeting with clients on the verge of retirement, the most common concern we hear is "I want to protect my principal".
But in today's economy, we're seeing more and more investors lose out. So when do you admit defeat and move on? Do you "cry uncle" or make strategic moves to build back your savings? Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to learn more.
Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF)
The Hard Lessons of Stock Market History (PDF)
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As we all know and understand, investors get nervous when they see their portfolio value dropping and volatility is in the headlines. When meeting with clients on the verge of retirement, the most common concern we hear is "I want to protect my principal".
But in today's economy, we're seeing more and more investors lose out. So when do you admit defeat and move on? Do you "cry uncle" or make strategic moves to build back your savings? Listen to this week's Financial Strategies podcast with Andrew and Daniel Agemy here to learn more.
Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF)
The Hard Lessons of Stock Market History (PDF)
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Social Security payments grew by 5.9% this year. The biggest cost-of-living adjustment (COLA) in 40 years. Some estimates suggest the COLA could be as high as 11.4% next year as a direct result of surging inflation.
There are still a lot of misconceptions about this impending benefit boost, and you'll need other/additional means of income to protect your retirement. Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more.
UNDERSTANDING AND MAXIMIZINGYOUR SOCIAL SECURITY BENEFITS (PDF)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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Double your income? Yes it IS a possibility with the right investment strategy. See how you can have the most comfortable financial future in the latest Financial Strategies podcast with Andrew and Daniel Agemy.
Understanding and Maximizing Your Social Security (PDF)
Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF)
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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)
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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)
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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)
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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)
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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)
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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)
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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
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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.
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Reset your Retirement - https://bit.ly/39TvAd8
Guide to Aging - https://bit.ly/3D6lzWO
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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
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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
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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
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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
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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
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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:
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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:
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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:
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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:
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Sound too good to be true? Find out on this episode!!
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Proactive Tax Saving Strategies: https://agemy.box.com/s/ds2xecg98v2c8fajm7c1vcldbe5j4gj4
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Expecting to receive an inheritance from someone? Maybe you already have? This episode covers all you need to know!
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Surviving Child Financial Checklist: https://agemy.box.com/s/0ntyme77bnm9f9gzwarg94be81jnvjwp
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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
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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.
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7 Milestone Ages To Remember: https://agemy.box.com/s/m8xe3vbfpd1kvgiydleya1ap04l3l102
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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.
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7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq
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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!
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Bonds vs. Bond Mutual Funds: https://agemy.box.com/s/lnhk462habd1e4s600q6l32uj47dxf2m
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"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!
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Are Your Allocations Right for RMDs?: https://agemy.box.com/s/tch2olsm0k7fz601aige7kzxbn1ekqcc
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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!
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In this episode find out what a zombie company is and what they are doing!
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7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq
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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!
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Understanding and Maximizing your SS Benefits: https://agemy.box.com/s/rzzyt88kr3rk63dihnuerfxwh5p6j5ok
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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.
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Proactive Tax-Saving Strategies: http://bit.ly/3lb4gvH
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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.
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7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq
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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.
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10 Estate_Planning Mistakes To Avoid: https://agemy.box.com/s/e7mmqyydkk6p5mdll3gm4g6p6r8srqt2
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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
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On this episode, we're discussing best practices for business owners in 2021!
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10 Estate Planning Mistakes to Avoid: https://agemy.box.com/s/e7mmqyydkk6p5mdll3gm4g6p6r8srqt2
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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?
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11 Signs You're With The Wrong Financial Advisor: https://agemy.box.com/s/k8of3qsbjcala70nz1ywnoimuod0jl5t
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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!
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Understanding Social Security Benefits: http://bit.ly/3bY7kbv
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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
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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!
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Guide to Aging: https://bit.ly/3iOWPrF
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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
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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!
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The Importance of Financial Defense: https://bit.ly/3llopyO
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And we're back for part 2! Let's continue the discussion from the last episode. What opportunities can YOU capitalize on?
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Guide to proactive tax saving strategies: https://bit.ly/3cr1RsB
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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!
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Guide to proactive tax saving strategies: https://bit.ly/3cr1RsB
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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?
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Guide to the Negative Spin on Annuities: http://bit.ly/3659enH
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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!
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Proactive Tax Saving Strategies Guide: https://bit.ly/3cr1RsB
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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!
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Introduction to The Universe of Non-stock Market Income: http://bit.ly/3nujHi3
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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
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Maybe you have some. Maybe you don't, but should you?
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The Importance of Financial Defense: https://bit.ly/3llopyO
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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!
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Bitcoin White Paper (a beginner's guide): https://bit.ly/2Jaebmd
The Importance of Financial Defense: https://bit.ly/3llopyO
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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!
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Bonds vs Bond Mutual Funds Guide: https://bit.ly/3moDXCh
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Recorded on Andrew's birthday we discuss why this import role is crucial for your retirement team!
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11 Signs You're with the Wrong Financial Advisor: https://bit.ly/348Lz5y
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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!
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11 Signs You're with the Wrong Financial Advisor: https://bit.ly/348Lz5y
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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!
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Check out our Guide To Aging: https://bit.ly/3iOWPrF
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It's all about eliminating the risk in this one! We want YOU to have a bullet proof retirement plan!
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Check out our Guide To Aging: https://bit.ly/3iOWPrF
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This is the one with EVERYTHING YOU NEED TO KNOW! Because remember, "You don't know what you don't know!"
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Check out our guide on The 11 Signs You're With The Wrong Financial Advisor: https://bit.ly/348Lz5y
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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.
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Check out our guide on The 7 Risks to Your Retirement: https://bit.ly/2YctW0G
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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!
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Check out our guide on The 7 Risks to Your Retirement: https://bit.ly/2YctW0G
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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!
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Check out our guide on The 7 Risks to Your Retirement: https://bit.ly/2YctW0G
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Today we're talking about personal income tax and strategies on how you can pay as little as possible with your investments!
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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
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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
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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
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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!
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Click here for our free guide on the importance of financial defense -> https://bit.ly/3llopyO
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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
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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
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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
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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
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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
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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
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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!
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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?
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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
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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
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In this episode listen to our webinar held on 4/23/20 about virus impact on retirement.
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