Agemy Financial Strategies

Financial Strategies

Business EN ↓ 218 episodes

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

Business

Podcast website

podcasters.spotify.com

Latest episode

Jul 11, 2026

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Episodes

Risky Business 23.04.2021

We all know when talking about investments the word "risk" is often used. What we often forget is that the amount of risk is always up to the investor! In this episode, we discuss best practices when it comes to risk management.  . 7 Risks To Your Retirement: https://agemy.box.com/s/iq83ryru962n47np9dgotiwfb64l45pq Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on F...

Widows and Orphans 18.04.2021

Today's episode is dedicated to widows and orphans. In this episode, we discuss ways to financially protect yourself if you end up in such an unfortunate situation.  . 10 Estate_Planning Mistakes To Avoid: https://agemy.box.com/s/e7mmqyydkk6p5mdll3gm4g6p6r8srqt2 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Guaranteed Way To Lose Money 05.04.2021

Don't do this! This is surely 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/

Business Owners, Now What 29.03.2021

On this episode, we're discussing best practices for business owners in 2021! . 10 Estate Planning Mistakes to Avoid: https://agemy.box.com/s/e7mmqyydkk6p5mdll3gm4g6p6r8srqt2 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Invisible Tax 23.03.2021

Today we're talking about the new invisible tax. Our goal is to help retirees and investors understand the things they don't already know in the financial world. So today we discuss if this new administration going to affect your finances?  . 11 Signs You're With The Wrong Financial Advisor: https://agemy.box.com/s/k8of3qsbjcala70nz1ywnoimuod0jl5t Follow us on Instagram! https://www.instagram...

Paycheck Replacement 18.03.2021

The fear of not having a regular paycheck during retirement might be a large concern of yours. In today's episode, we go over why there's no need to fear about this!! Tune in! . Understanding Social Security Benefits: http://bit.ly/3bY7kbv Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Freels4Me 11.03.2021

If 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/

Gamestop, Reddit, and Robinhood 05.03.2021

It surely was market history with what happened involving Gamestop, Reddit, and Robinhood. Today we go in-depth on how and why it happened, and what this means for you!  . Guide to Aging: https://bit.ly/3iOWPrF Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

3 Legged Stool 27.02.2021

There are 3 legs on the stool of retirement. Let's go over them to make sure you don't outlive your money! . 7 Risks to Your Retirement: https://bit.ly/2YctW0G Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Crystal Ball or Contract? 18.02.2021

Today we're talking about whether you should invest with a contract or a crystal ball. What's the difference? Tune in to find out! . The Importance of Financial Defense: https://bit.ly/3llopyO Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

New Year New Opportunities Part 2 05.02.2021

And we're back for part 2! Let's continue the discussion from the last episode. What opportunities can YOU capitalize on?  . Guide to proactive tax saving strategies: https://bit.ly/3cr1RsB Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

New Year New Opportunities 05.02.2021

What a start to the year! In this episode, we go over the new opportunities that arise in what might be the most interesting year for the market yet! . Guide to proactive tax saving strategies: https://bit.ly/3cr1RsB Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Do I Have Bad Annuity? 23.01.2021

Annuity: a series of payments made at equal intervals. Regular deposits to a savings account, monthly home mortgage payments, monthly insurance payments, and pension payments are all annuities. So the question is... How are yours? Can they be better? . Guide to the Negative Spin on Annuities: http://bit.ly/3659enH Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Faceboo...

What can a Roth IRA do for you? 20.01.2021

In this episode Daniel and Andrew reiterate what you could be missing out on with Roth IRAs. What can a Roth IRA do for you that you didn't already know? Find out on this episode of Financial Strategies! . Proactive Tax Saving Strategies Guide: https://bit.ly/3cr1RsB Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Strategies for Passive Income 10.01.2021

In this episode, we go over the many strategies you can take for gaining passive income both in the stock market and out. Want to learn how to make your money work for you? Just hit play! . Introduction to The Universe of Non-stock Market Income: http://bit.ly/3nujHi3 Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

The Secret Powers of Roth IRAs 22.12.2020

Is your money in a Roth IRA? What could you be missing out on if it's not? What can a Roth IRA do for you that you didn't already know? Find out on this episode of Financial Strategies! . Proactive Tax Saving Strategies Guide: https://bit.ly/3cr1RsB Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Are Bonds a Good Investment 18.12.2020

Maybe you have some. Maybe you don't, but should you? . The Importance of Financial Defense: https://bit.ly/3llopyO Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

What Is Bitcoin? 04.12.2020

We've all heard of it by now, but should we take it seriously? What exactly is it? Find out on this episode of Financial Strategies!  .  Bitcoin White Paper (a beginner's guide): https://bit.ly/2Jaebmd The Importance of Financial Defense: https://bit.ly/3llopyO Follow us on Instagram! https://www.instagram.com/agemyfinancial/  Like us on Facebook! https://www.facebook.com/agemyfinan...

The Power of Dividends 01.12.2020

It's important, and it can be crucial to your finances! Today we break down the true power of dividends and what you need to know about it! . Bonds vs Bond Mutual Funds Guide: https://bit.ly/3moDXCh Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Who Is Your Retirement CFO 18.11.2020

Recorded on Andrew's birthday we discuss why this import role is crucial for your retirement team! . 11 Signs You're with the Wrong Financial Advisor: https://bit.ly/348Lz5y Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Taking the Stress Out of Your Retirement 12.11.2020

Everyone wants a stress free retirement, but how do you achieve that?! In this episode we go over the strategies to ensure you reach that happy place! . 11 Signs You're with the Wrong Financial Advisor: https://bit.ly/348Lz5y Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

RMD'S the Good, Bad, and Ugly 03.11.2020

Required minimum distributions. Do you understand them? Well if you don't you start here! If you do, listen anyway. There's more to learn! . Check out our Guide To Aging: https://bit.ly/3iOWPrF Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

Bullet Proofing Your Retirement 27.10.2020

It's all about eliminating the risk in this one! We want YOU to have a bullet proof retirement plan! . Check out our Guide To Aging: https://bit.ly/3iOWPrF Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

What You Need To Know About Retirement Plans 21.10.2020

This is the one with EVERYTHING YOU NEED TO KNOW! Because remember, "You don't know what you don't know!" . Check out our guide on The 11 Signs You're With The Wrong Financial Advisor: https://bit.ly/348Lz5y Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

There Has To Be a Better Way 13.10.2020

There is a better way and retirees are not educated on this. Find out what you need to know on this episode of Financial Strategies! Because people don't know what they need to know. . Check out our guide on The 7 Risks to Your Retirement: https://bit.ly/2YctW0G Follow us on Instagram! https://www.instagram.com/agemyfinancial/ Like us on Facebook! https://www.facebook.com/agemyfinancial/

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