PODCAST · business
Financial Strategies
by Agemy 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.
Episodes
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It's a Great Time to Retire!
When is the right time to stop growing your retirement savings and start putting them to work for you? In this episode of Financial Strategies, Andrew and Daniel Agemy explore why today's combination of accumulated market gains and attractive income opportunities may create an important moment…
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Don't Bet on a Perfect Future
Markets change. Technology changes. But investor behavior has a habit of repeating itself. In this week's episode of Financial Strategies, Andrew and Daniel Agemy explore what past market cycles can teach today's retirees—and why “the market always comes back” may not answer the most important...
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Confident, Not Correct: Can You Trust AI with Your Retirement?
AI can give you a financial answer in seconds. But is it the right answer for your retirement? In this week’s episode of Financial Strategies, Andrew & Daniel Agemy explore the growing role of AI in financial decision-making—and why a confident response shouldn't automatically be mistaken for a...
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The Biggest Myths of Retirement
“I’ll spend less when I retire.” “Social Security and my pension will be enough.” “I’ll figure everything out when I’m ready to retire.” They’re common assumptions—but should you build your retirement around them? In this episode of Financial Strategies, Andrew and Daniel Agemy tackle some of the...
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Rental Properties, Apples, and Eggs
Renewable energy gets plenty of attention—but what about renewable retirement income? In this episode of Financial Strategies, Andrew and Daniel Agemy use rental properties, apple orchards, and chickens laying eggs to illustrate a simple retirement principle: instead of continually selling the...
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A Real Raise in Retirement
What would you say if your boss offered you a raise with no additional hours or responsibilities? Most people would accept it immediately. Yet in retirement, many investors may unknowingly turn down opportunities to increase the income their assets generate. In our latest episode of the Financial...
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Know Your Number
Everyone wants to know their retirement number. Is it $1 million? $2 million? $5 million? In this episode of Financial Strategies, Andrew and Daniel Agemy explain why your total savings may not be the number that matters most. They examine four important areas retirees should understand: personal...
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The Retirement Danger Zone
The five years before retirement and the five years after it are often called the retirement danger zone—and the decisions made during this period can have a lasting effect on your financial future. In this episode, Andrew and Daniel Agemy explain why the rules change once you transition from...
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Stop Chasing Capital Gains
Many investors spend decades focused on growing their account balance—but retirement calls for a different approach. In this episode, Andrew and Daniel Agemy explain why retirees may benefit from thinking less like traders chasing capital gains and more like lenders generating dependable income....
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3 Income-Generating Alternatives
Retirement isn't just about accumulating wealth—it's about turning your savings into dependable income. In this week's episode, Andrew and Daniel Agemy discuss three income-generating alternatives that can help retirees build consistent cash flow beyond traditional savings accounts and stock…
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Secrets to a Stress-Free Retirement
Retirement should bring more confidence—not more uncertainty. In this episode, Andrew and Daniel Agemy discuss four essential areas that every retiree should understand: investment risk, tax exposure, hidden fees, and dependable retirement income. Learn why understanding your personal risk...
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Assets Nobody Talks About
Whole life insurance is often viewed as nothing more than a death benefit—but is there more to the story? In this episode, Andrew and Daniel Agemy discuss why participating whole life insurance from strong mutual companies has been used for generations as a financial asset by business owners,...
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Building Blocks of Retirement
Retirement is about more than reaching a certain account balance. In this week's episode, Andrew & Daniel Agemy discuss what it really means to prepare for retirement and why every retirement plan should begin with understanding your personal goals, lifestyle expectations, and income needs. The...
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Two Silent Thieves
Inflation and taxes may not make headlines every day, but they can have a significant impact on your retirement over time. In this episode of Financial Strategies, Andrew & Daniel Agemy discuss how these two often-overlooked forces can quietly reduce purchasing power and increase the amount...
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Stop Spending. Start Living.
In this episode of Financial Strategies, Andrew & Daniel Agemy tackle one of the most important questions in retirement planning: How do you create income that lasts without spending down your life savings? The discussion explores the evolution of retirement planning from pension-based income to...
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The Inflation Toll Booth
In this episode of Financial Strategies, Andrew & Daniel Agemy continue the conversation from “When Safe Becomes Dangerous” by diving deeper into inflation, passive investing, and the long-term risks facing retirement portfolios. The episode explores how today’s investing landscape may be…
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When Safe Becomes Dangerous
In this episode of Financial Strategies, Andrew & Daniel Agemy explore a growing concern in today’s financial markets: what happens when “safe” investing becomes dangerous? The discussion centers around the rise of index investing and passive investing strategies like S&P 500 index funds. While...
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3 Keys to YOUR Retirement
What does it actually take to feel confident about retirement? In this episode, Andrew & Daniel Agemy explore the three key pillars of retirement confidence—and why so many people fall short. Inspired by a study showing that most medical diagnoses change after a second opinion, they explain why...
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The Retirement Trap
What if the biggest risk to your retirement isn’t the market crashing… but the way your portfolio is built? In this episode of the Financial Strategies Podcast, Andrew and Daniel Agemy explore the concept of bull and bear market cycles and how they’ve shaped investing history for over a century....
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The Paycheck You Build
Most people spend their lives earning a paycheck—but very few learn how to build one for retirement. In this episode of the Financial Strategies Podcast, Andrew and Daniel Agemy explore the critical difference between relying on withdrawals versus generating true passive income. They explain why...
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The Wise Steward
This episode of Financial Strategies with Andrew & Daniel Agemy explores what it truly means to be a wise steward of your wealth in today’s unpredictable world. Using the biblical parable of the talents, the discussion centers on the importance of taking intentional action with your money instead...
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Getting Paid To Retire
In this episode of Financial Strategies, Andrew and Daniel Agemy discuss what it really means to get paid in retirement. Rather than relying on the traditional model of withdrawing from principal, they explain how retirees can use dividends, bonds, and other income-producing investments to create...
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Trump Accounts
In this episode of Financial Strategies, Andrew and Daniel Agemy discuss the proposed “Trump Accounts,” a program designed to give newborn children a $1,000 investment account funded by the U.S. government. They explore how the accounts could work, who may qualify, and how compound interest could...
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Smart Roth Moves
In the latest Financial Strategies, Andrew and Daniel Agemy unpack the “silent partner” inside traditional IRAs and 401(k)s: the IRS. They explain how decades of tax-deferred saving can become a future tax time bomb, especially once RMDs begin and withdrawals stack onto other retirement income.…
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Known vs. Unknown Growth
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...
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The Family Office Experience
What if you could access the same level of care, coordination, and strategic planning that billionaires get, without needing a private jet or a hundred-million-dollar estate? In this episode of Financial Strategies, Andrew and Daniel Agemy introduce the concept of a “family office experience” for...
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Out With Old, In With New
Many banks and credit unions are still relying on legacy, backward‑looking approaches to understand credit risk. In today's Financial Strategies podcast, Andrew and Daniel Agemy explain how to leave those methods behind and adopt a fresher, more integrated view of your loan portfolio that…
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The Retirement Dream
Dream Big. Live Free. Stay Retired.Retirement is about more than quitting your job - it’s about freedom, purpose, and the life you’ve been dreaming of. In this heartfelt holiday episode of Financial Strategies, Andrew and Daniel Agemy explore what it means to dream big in retirement, redefining...
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How Big is Your Retirement Check?
A million-dollar portfolio doesn’t mean much… if it only generates $15,000 of income. In this eye-opening episode of Financial Strategies, father-son duo Andrew and Daniel Agemy challenge the myth of the “magic retirement number” and ask a better question: How big is your retirement paycheck?...
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Give Smart: Year-End Tax Strategies
2025 brought major tax changes...are you ready? In this episode of Financial Strategies, Andrew and Daniel Agemy walk you through the critical tax strategies every retiree and pre-retiree should know before year-end. Topics Covered: - Required Minimum Distributions (RMDs): What age rules apply in...
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The Great Confusion: Known Growth vs Hope in Retirement
Are you counting on known growth in retirement—or just hoping the market cooperates?In this episode of Financial Strategies, Andrew and Daniel Agemy unpack what “growth” really means using a simple formula: G = I + CA (Growth = Income + Capital Appreciation). They explain:-The difference between...
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AI Surge or Bubble?
History Rhymes - Are We in the Middle of Another Bubble? In this episode of Financial Strategies, Andrew and Daniel Agemy tackle a pressing question for retirees: is artificial intelligence fueling the next great market boom, or inflating another dangerous bubble? By comparing today’s AI-driven...
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RMD Roadmap
Don’t Let RMD Confusion Wreck Your Retirement Plan. In this vital episode of Financial Strategies, Andrew and Daniel Agemy walk you through everything you need to know about Required Minimum Distributions (RMDs) - especially with the sweeping updates coming in 2025. Whether you’re taking RMDs…
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The Golden Rule
Gold isn’t just shiny - it’s surging. In this episode, Andrew and Daniel Agemy break down the recent gold boom, the risks of traditional market investing, and why smart investors are rethinking their portfolio strategy. You’ll learn: Why gold has outperformed the S&P 500 over the last 5, 10, and...
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Risk Vs Reward Conundrum
Markets always go up...until they don’t. In the latest episode of Financial Strategies, Andrew and Daniel Agemy debunk one of the most dangerous myths in investing: the belief that long-term market growth guarantees individual success. They dive into the historical patterns that prove otherwise…
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Finding Real Gold In The AI Rush
When everyone is chasing gold, the smart money sells shovels. In this episode of Financial Strategies, father-son team Andrew and Daniel Agemy explore how history’s biggest wealth booms - including the 1849 Gold Rush and the Dot-Com Bubble - hold powerful lessons for today's AI craze. You’ll…
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Goals-Based Retirement: Build the Life You Actually Want
Do you know what you’re actually retiring to? In this eye-opening episode of Financial Strategies, Andrew and Daniel Agemy redefine retirement planning by focusing on purpose and personalized income strategies. Whether your goals involve travel, giving to loved ones, or just peace of mind, this...
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Social Security Reboot: How to Maximize Your Benefits in 2025
Did you know there are over 500 ways to claim Social Security? In this episode, Andrew and Daniel Agemy uncover strategies to help you avoid costly mistakes and get the most out of your benefits. From spousal and ex-spousal claims to COLA changes, earnings limits, and new rules for 2025, this...
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One Big Beautiful Bill Act: Retirement Tax Wins or Hidden Traps?
On July 4th, 2025, President Trump signed the One Big Beautiful Bill Act into law, promising to deliver independence for the American taxpayer. But what’s really inside? In this episode, Andrew and Daniel Agemy break down the most impactful changes for retirees, near-retirees, and small business...
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Fast Food or Boutique Restaurant? Have it Your Way.
How does fast food relay to retirement planning?! In this week's episode of the Financial Strategies Podcast hosted by Andrew and Daniel Agemy, we uncover intriguing similarities and insightful observations that shed light on some financial strategies to help you have it "your way." Have an...
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Live Off Your Wealth, Not On It (401(k) Brain vs. Retirement Brain)
What’s the difference between saving for retirement and living in retirement? A lot. In this episode of Financial Strategies with Andrew and Daniel Agemy, we reveal why the “401(k) brain” many investors use to grow wealth must shift to a “retirement brain” that focuses on income, not just returns.
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8 Sources Of Estate Leakage (The Hidden Risks of Retirement)
Are you sabotaging your retirement without even realizing it? In this episode of Financial Strategies with Andrew and Daniel Agemy, we uncover the 8 sources of estate leakage that can quietly drain your wealth and derail your retirement goals.
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Savings To Income (The Secret to Retirement)
The #1 Fear in Retirement Isn't What You Think… Most retirees aren’t afraid of dying; they’re afraid of running out of money. In this powerful episode of Financial Strategies, Andrew and Daniel Agemy reveal the real secret to a successful retirement: creating consistent, dependable income that...
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Go for the Gold
Is gold the key to securing your retirement, or could it add complications? In this week's episode of Financial Strategies, Andrew and Daniel Agemy dive into gold investing. Whether you're concerned about inflation, market volatility, or protecting your assets, understanding WHY you want gold...
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Green on the Screen
🎙️ Green on the Screen or Income Stream? | Financial Strategies with Andrew & Daniel Agemy Are you chasing growth, or building income you can count on? In this eye-opening episode, fiduciary advisors Andrew and Daniel Agemy explore the difference between risky market speculation and reliable...
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Surviving The Chaos: Strategies to Protect Your Nest Egg from the Money Printers
In this powerful episode of Financial Strategies, father-son fiduciary duo Andrew and Daniel Agemy dive deep into the economic uncertainty plaguing today's world - rising inflation, skyrocketing debt, and relentless money printing - and reveal proven strategies to protect your retirement…
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Protect Your Pile 💰
What Does Albert Einstein think of Compound Interest? In this episode of Financial Strategies with Andrew and Daniel Agemy, we discuss why personalized investment management matters. Do you want the financial equivalent of fast-food investments, or a customized boutique experience tailored...
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Retirees’ Best-Kept Secret
In today’s brand new episode, we dive into a story that every retiree—or soon-to-be retiree—needs to hear. Meet Sally, a job seeker choosing between two offers: one with a small salary and huge upside, the other with steady, predictable income. Sound familiar? 💡 This isn’t just about jobs—it’s a...
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Dumb Money
It's safe to say we're living in confusing times! From buying poor-performing stocks amid market mayhem to starting an unprofitable business, one bad money move can derail your entire retirement plan. That's why understanding smart investment strategies is essential for planning your financial...
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Is Investing Still Worth It?
The market is playing musical chairs, but when the music stops, will you be left standing? In this week’s episode of the Financial Strategies Podcast, Andrew and Daniel Agemy break down what’s happening behind the market headlines, how to help protect your retirement from sudden downturns, and…
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ABOUT THIS SHOW
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.
HOSTED BY
Agemy Financial Strategies
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Frequently Asked Questions
How many episodes does Financial Strategies have?
Financial Strategies currently has 228 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Financial Strategies about?
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...
How often does Financial Strategies release new episodes?
Financial Strategies publishes regularly with 228 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Financial Strategies?
You can listen to Financial Strategies on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Financial Strategies?
Financial Strategies is created and hosted by Agemy Financial Strategies.
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