Financial Strategies

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...

During this holiday season, there's nothing more thoughtful than gifting retirees peace of mind. Many retirees face constant changes in their schedules and lifestyles, which can lead to a lack of stability. Watch the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more. BUILDING BLOCKS OF RETIREMENT (PDF): https://bit.ly/3GYvSjo SEVEN RISKS TO YOUR RETIREMENT (PD...

Everywhere we turn, the cost of goods has surged, prompting us to wonder: How have retirees adjusted to inflation? What strategies are people adopting to shield themselves from the impact of inflation? Find out by watching the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more! 7 RISKS TO YOUR RETIREMENT (PDF): https://bit.ly/41l9CJX HOW MUCH DO I NEED TO RETIRE (P...

If you're like most people, you've likely dedicated the majority of your life to saving for retirement. Reaching the summit of the retirement mountain can be a daunting experience, leaving you with the question, "What comes next?" Listen to the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more! GUIDE TO AGING (PDF): https://bit.ly/3MwTlLS THE UNI...

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. List...

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...

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 CO...

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):...

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

Investing in the stock market can be a smart way to grow your wealth over time. One of the powerful aspects of stock market investing is the potential to receive dividends. Watch the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more! INVESTING IN THE STOCK MARKET (PDF): https://bit.ly/3PbF6wE PASSIVE INCOME FOR RETIREMENT (PDF): https://bit.ly/44VbMQU COMMON-SENSE...

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:...

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 Fo...

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...

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

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) htt...

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 investmen...

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...

Recessions are tough on everybody. But if you plan to retire during a financial downturn, you may 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! CORONAVIRUS AND FINANCES (PDF) https://bit.ly/3PtJqZy SECURE ACT 2.0 REPORT (PDF) https...

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...

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/42d5JWF TEN WARN...

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 a...

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 INCOME...

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. IMPORTANCE OF FINANCIAL DEFENSE (PDF): https://bit.ly/3YPVmrm WHY INVES...

There’s not a person in the world who hasn’t heard about The Great Recession. It was an epic financial and economic collapse in 2007-2008 that cost many people their jobs, their life savings, their homes, or all three. With so much noise coming from Wall Street today, it's hard to sift through facts vs fiction. Watch the latest Financial Strategies Podcast with Andrew and Daniel Agemy to learn...

Buying high and selling higher is momentum traders' enviable goal, but this goal does not come without its fair share of challenges. As a new generation of investors take on the market, how do you get the highest possible performance and take investment capabilities to a new level? Listen to the latest Financial Strategies podcast with Andrew and Daniel Agemy here to learn more. HOW MUCH DO I...