Agemy Financial Strategies
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.
Author
Agemy Financial Strategies
Category
Podcast website
Latest episode
Jul 11, 2026
Where to listen?
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Episodes
The TINA Lie 28.10.2021 55:00
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 S...
They Are Coming For You 21.10.2021 55:00
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) Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
Embracing Volatility 13.10.2021 55:00
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) Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
Opening Doors Of Possibility 06.10.2021 55:00
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 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like...
Choosing a Retirement Coach 01.10.2021 52:00
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. Listen to this week's podcast episode now! Reset your Retirement - https://bit.ly/39TvAd8 Guide to Aging - https://bit.ly/3D6lzWO Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www...
5 Mistakes Retirees Make 27.09.2021 52:00
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 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebo...
How to Retire 15.09.2021 52:00
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 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
What is UBI? 09.09.2021 52:00
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 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
Double Your Retirement Income 08.09.2021 52:00
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 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
The 3-Legged Stool of Retirement 23.08.2021 52:00
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 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
Why Planning is Essential 17.08.2021 52:00
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: https://bit.ly/2W1eOF7 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
Inflation vs Deflation: The Debate 03.08.2021 52:00
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: https:...
Yes, You Can Retire On Dividends 27.07.2021 52:00
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: https://agem...
To Roll or Not to Roll? 22.07.2021 52:00
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 Ad...
Rip the band-aid off and never pay taxes again 13.07.2021 51:59
Sound too good to be true? Find out on this episode!! . Proactive Tax Saving Strategies: https://agemy.box.com/s/ds2xecg98v2c8fajm7c1vcldbe5j4gj4 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
Inheritance Now What? 07.07.2021 52:00
Expecting to receive an inheritance from someone? Maybe you already have? This episode covers all you need to know! . Surviving Child Financial Checklist: https://agemy.box.com/s/0ntyme77bnm9f9gzwarg94be81jnvjwp Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
Guaranteed Way To Lose Money 03.07.2021 51:59
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 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
401k Brain 25.06.2021 51:59
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. . 7 Milestone Ages To Remember: https://agemy.box.com/s/m8xe3vbfpd1kvgiydleya1ap04l3l102 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook...
Don't Outlive Your Money 12.06.2021 51:59
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. . 7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
Simplify Retirement 09.06.2021 51:59
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! . Bonds vs. Bond Mutual Funds: https://agemy.box.com/s/lnhk462habd1e4s600q6l32uj47dxf2m Follow us on Insta...
Is It Time to Retire? 05.06.2021 51:59
"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! . Are Your Allocations Right for RMDs?: https://agemy.box.com/s/tch2olsm0k7fz601aige7kzxbn1ekqcc Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Li...
RMD Tips & Tricks 03.06.2021 51:59
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! . Are Your Allocations Right for RMDs?: https://agemy.box.com/s/tch2olsm0k7fz601aige7kzxbn1ekqcc Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook!...
Zombies on the Rise 23.05.2021 51:59
In this episode find out what a zombie company is and what they are doing! . 7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
Income Vs. Cashflow 20.05.2021 51:59
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! . Understanding and Maximizing your SS Benefits: https://agemy.box.com/s/rzzyt88kr3rk63dihnuerfxwh5p6j5ok Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Faceboo...
Freels4Me 16.05.2021 51:59
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. . Proactive Tax-Saving Strategies: http://bit.ly/3lb4gvH Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/
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