Skip to content
Known vs. Unknown Growth episode artwork

Feb 14, 2026 49 min

Known vs. Unknown Growth

from Financial Strategies Hosted by Agemy Financial Strategies

Most people say they want “growth” in retirement. But what does that really mean? In this eye-opening episode of Financial Strategies, Andrew and Daniel Agemy unpack one of the most misunderstood concepts in retirement planning: the difference between known growth and unknown growth—and why most retirees are chasing the wrong kind. 📌 Key Concepts Covered: Why "growth" means something different to advisors, retirees, and institutions The danger of relying solely on capital appreciation (stock prices going up) Why many portfolios are built on hope, not income The stress-free alternative: building portfolios with predictable, compounding income The “Elevator vs. Escalator” analogy—how market volatility vs. steady income impacts retirement mindset How to calculate total return: Growth = Income + Capital Appreciation Why dividends, interest, and contractual investments create stability retirees need 💡 You’ll also hear: Real-life stories of retirees surprised by hidden risk in their portfolios How a simple stress test can reveal if your retirement is built to last Why investing for income creates optionality, flexibility, and peace of mind 🔔 Like, subscribe, and turn on notifications for more retirement education.

Episode details come from the podcast's RSS feed.

Embed this episode

Ready to play

Known vs. Unknown Growth

0:00 49:27

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network The Investor's Podcast Network Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the wo Growth Triggers: Content Marketing & AI Luis Diaz Discover how to use your podcast to generate leads, sales, and influence in any market. On this show Luis shares his best tested and proven secrets, tips, and strategies from launching over 300 podcasts in over a dozen different niches and generating over 59 Million Downloads for his clients. Learn how to increase your podcast listenership, create multiple new revenue streams with your podcast, sell more of your core offer and build a show that gives you leverage and authority in your space. From picking the right monetization strategy for your podcast to learning how to position your podcast in a crowded market on Apple and Spotify; this is show is the ultimate marketing and sales resource for online business owners who want to know what works with podcasting. Get in touch over on Instagram <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://www.instagram.com/luisr

Frequently asked questions

How long is this episode of Financial Strategies?

This episode is 49 minutes long.

When was this Financial Strategies episode published?

This episode was published on February 14, 2026.

Can I download this Financial Strategies episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.