Financial Strategies

What would YOU do if you were able to DOUBLE your retirement income? If time is your most valuable commodity, an organic, dependable income stream should be your goal.   Listen to the latest Financial Strategies podcast here to find out more. Understanding and Maximizing Your Social Security (PDF) Introduction to the Universe of Non-Stock Market Income-Generating Investments (PDF) Follow...

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 wheth...

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 mor...

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 th...

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...

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...

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...

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)&nbsp...

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...

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!...

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 l...

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) Follow us on Instagram!  Like us on Facebook! 

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)    Introd...

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 spi...

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)&nbsp...

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)  Follow us on Instagram! Like us on Facebook! 

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 outlo...

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)  GUI...

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) Follow us on Instagram! Like us on Facebook!

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...

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 HI...

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) Follow us on Instagram! Like us on Facebook!

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)  Follow us on Instagram! Lik...

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)  Fol...

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 Y...