Financial Strategies

When everyone is chasing gold, the smart money sells shovels. In this episode of Financial Strategies , father-son team Andrew and Daniel Agemy explore how history’s biggest wealth booms - including the 1849 Gold Rush and the Dot-Com Bubble - hold powerful lessons for today's AI craze. You’ll learn: 💡 Why investing in AI infrastructure may be more strategic than betting on overhyped tech stoc...

Do you know what you’re actually retiring to? In this eye-opening episode of Financial Strategies, Andrew and Daniel Agemy redefine retirement planning by focusing on purpose and personalized income strategies. Whether your goals involve travel, giving to loved ones, or just peace of mind, this goals-based approach is the foundation for a stress-free, income-rich retirement. FREE Resources: - Retu...

Did you know there are over 500 ways to claim Social Security? In this episode, Andrew and Daniel Agemy uncover strategies to help you avoid costly mistakes and get the most out of your benefits. From spousal and ex-spousal claims to COLA changes, earnings limits, and new rules for 2025, this conversation is packed with insights you can’t afford to miss. ✅ Real case studies✅ 2025 Social Security...

On July 4th, 2025, President Trump signed the One Big Beautiful Bill Act into law, promising to deliver independence for the American taxpayer. But what’s really inside? In this episode, Andrew and Daniel Agemy break down the most impactful changes for retirees, near-retirees, and small business owners. Learn how the bill affects your income, taxes, estate, and legacy.

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://bi...

What’s the difference between saving for retirement and living in retirement? A lot. In this episode of Financial Strategies with Andrew and Daniel Agemy, we reveal why the “401(k) brain” many investors use to grow wealth must shift to a “retirement brain” that focuses on income, not just returns.

Are you sabotaging your retirement without even realizing it? In this episode of Financial Strategies with Andrew and Daniel Agemy, we uncover the 8 sources of estate leakage that can quietly drain your wealth and derail your retirement goals.

The #1 Fear in Retirement Isn't What You Think… Most retirees aren’t afraid of dying; they’re afraid of running out of money. In this powerful episode of Financial Strategies, Andrew and Daniel Agemy reveal the real secret to a successful retirement: creating consistent, dependable income that lasts. 📞 For your free copy of "Common Sense Income Strategies" or to request a Retirement...

Is gold the key to securing your retirement, or could it add complications?  In this week's episode of Financial Strategies, Andrew and Daniel Agemy dive into gold investing. Whether you're concerned about inflation, market volatility, or protecting your assets, understanding WHY you want gold matters. Find out if gold fits your retirement plan - and how to get it right! Tune in now.

🎙️ Green on the Screen or Income Stream? | Financial Strategies with Andrew & Daniel Agemy Are you chasing growth, or building income you can count on? In this eye-opening episode, fiduciary advisors Andrew and Daniel Agemy explore the difference between risky market speculation and reliable retirement income. 💰 Hear the cautionary tale of an investor who turned $250K into $1M - only to lose...

In this powerful episode of Financial Strategies, father-son fiduciary duo Andrew and Daniel Agemy dive deep into the economic uncertainty plaguing today's world - rising inflation, skyrocketing debt, and relentless money printing - and reveal proven strategies to protect your retirement savings.💰 Are gold and stocks really enough? Or is there a smarter way to preserve purchasing power and gr...

What Does Albert Einstein think of Compound Interest? In this episode of Financial Strategies with Andrew and Daniel Agemy, we discuss why personalized investment management matters. Do you want the financial equivalent of fast-food investments, or a customized boutique experience tailored specifically to your goals? Tune in to discover practical insights on safeguarding your money, and learn why...

In today’s brand new episode, we dive into a story that every retiree—or soon-to-be retiree—needs to hear. Meet Sally, a job seeker choosing between two offers: one with a small salary and huge upside, the other with steady, predictable income. Sound familiar? 💡 This isn’t just about jobs—it’s a powerful metaphor for your retirement plan. Are you chasing growth… or securing reliable income? Andre...

It's safe to say we're living in confusing times! From buying poor-performing stocks amid market mayhem 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...

The market is playing musical chairs, but when the music stops, will  you  be left standing?   In this week’s episode of the Financial Strategies Podcast, Andrew and Daniel Agemy break down what’s happening behind the market headlines, how to help protect your retirement from sudden downturns, and what smart investors are doing  right now  to avoid being left standing.   Tune in to get the insight...

Roth IRAs are one of the best retirement savings tools out there—maybe even one of the greatest financial gifts the government offers. But with new rules coming in 2025, it's time for a refresh! Today, Andrew and Daniel Agemy are breaking down what’s changing for Roth IRAs and what you need to know. Tune in here to learn more! 

What Are RMDs?   Required Minimum Distributions (RMDs) are mandatory withdrawals from certain retirement accounts once you reach a specific age. It’s how the government guarantees taxes are paid on pre-tax retirement savings—but how do they impact your financial future?  Find out on the latest Financial Strategies Podcast with Andrew and Daniel Agemy, where they break down what RMDs mean for your...

🚗💨 Buckle Up for a Secure Retirement! This past summer, Andrew Agemy checked a lifelong dream off his bucket list. Now, he’s shifting gears to help you build the ultimate SUV retirement vehicle—one designed to handle life’s twists and turns while keeping you on the road to financial security. In this episode of the Financial Strategies Podcast, Andrew and Daniel Agemy break down the key componen...

Back in the day, Andrew started his savings journey with just 25 cents—a small amount that felt significant at the time. Fast forward to today, and the way we bank, save, and grow our money has changed dramatically. From shifting interest rates to the rise of digital banking, these changes impact how we manage our financial future. Want to know what it means for your strategy? Tune in to the lates...

You’ve worked hard to build your wealth, but how can you make sure it lasts? Today, we’re covering 7 Wealth Preservation Strategies to help protect your money and secure your financial future. Tune into the latest episode of the Financial Strategies Podcast with Andrew and Daniel Agemy to learn more.

As we reflect on 2024 and look ahead to 2025, it’s a time to refocus. Recently, Andrew attended the funeral of a close friend, where he was reminded that it’s the dash between the dates of birth and death that truly matters. Tune into the latest episode of the Financial Strategies Podcast, where Andrew and Daniel Agemy look back at key financial lessons from 2024 and share insights to help you mak...

In 1965, Andrew’s older brother brought home a brand-new Mustang GT, sparking Andrew’s love for cars—a passion he calls “the gearhead bug.” But just like maintaining a classic car, planning for retirement takes care, attention, and the right strategy. Join us on the latest episode of the Financial Strategies Podcast with Andrew and Daniel Agemy as we explore The Gearhead’s Guide to Retirement—your...

Retirement income planning is different from financial planning, asset building, or even traditional retirement planning. In retirement, it’s no longer about the total amount you’ve saved—it’s about creating a steady income stream to replace your paycheck and support your lifestyle. Tune in to the latest episode of the  Financial Strategies Podcast  with Andrew and Daniel Agemy to discover how to...

Life offers few certainties—death, taxes, and change among them. How we approach and adapt to change can shape our path forward. In today’s episode, we dive into five important updates coming to IRAs and 401(k)s in 2025, many of which stem from the SECURE Act 2.0. Join Andrew and Daniel Agemy on the latest Financial Strategies podcast to stay informed and prepared for what’s ahead.

Casinos can be exciting, but managing your money shouldn’t be left to chance. Gambling math uses probability and game theory to keep you playing—sometimes at a cost. Tune in to the latest Financial Strategies Podcast with Andrew and Daniel Agemy, where they break down the difference between smart financial decisions and risky bets.