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Financial Strategies

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Rating
★★★★☆
4.1
from
9 reviews
This podcast has
96 episodes
Language
English
Explicit
No
Date created
2020/05/04
Latest episode
2022/06/24
Average duration
55 min.
Release period
10 days

Description

In this new radio show, Andrew, the older sage and Daniel, the younger sage, are combining their expertise to educate retirees and assist them in reaching their retirement goals. Andrew brings his 30 years of experience helping retirees with their finances and Daniel brings his ever-expanding knowledge and technical skills. Together they prepare retirees with the FINANCIAL STRATEGIES they need to stay happily retired. You can listen to the show on the radio or as a podcast on Spotify and Apple Podcasts.

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Podcast episodes

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Don't Be Fooled (By Volatility)
2022/06/24
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!  --- Send in a voice message: https://anchor.fm/agemy/message
401(k) Brain
2022/06/20
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!  --- Send in a voice message: https://anchor.fm/agemy/message
What's Your Gut Telling You?
2022/06/06
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!  --- Send in a voice message: https://anchor.fm/agemy/message
Mispricing. Misperceptions. Mistakes.
2022/05/30
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!  --- Send in a voice message: https://anchor.fm/agemy/message
Retirement Confidence Part 2
2022/05/23
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! --- Send in a voice message: https://anchor.fm/agemy/message
Retirement Confidence Part 1
2022/05/16
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!  --- Send in a voice message: https://anchor.fm/agemy/message
You've Won the Game of Life
2022/05/09
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! --- Send in a voice message: https://anchor.fm/agemy/message
Bitcoin: Why Conservative Investors are so Intrigued.
2022/04/22
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!  --- Send in a voice message: https://anchor.fm/agemy/message
2022 Tax Facts
2022/04/14
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!  --- Send in a voice message: https://anchor.fm/agemy/message
Don't Be Fooled
2022/04/04
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!  --- Send in a voice message: https://anchor.fm/agemy/message
Goals-Based Retirement
2022/03/25
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!  --- Send in a voice message: https://anchor.fm/agemy/message
Do You Need Stock Market Stress?
2022/03/15
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!  --- Send in a voice message: https://anchor.fm/agemy/message

Podcast reviews

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4.1 out of 5
9 reviews
★★★★★
rickmc87 2021/02/27
Awesome engaging podcast on finance
So glad I came across this podcast. Andrew and Daniel really explain the nuances on all different aspects about finance. Whether it’s passive income, ...
★☆☆☆☆
Looking for specifics 2021/01/10
No specifics
Presenters talk in circles and really give no specifics on the topics. Only talk in general concept terms and not in an educational format. Seems lik...
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