Year in Review with Agemy Financial Strategies

Year in Review with Agemy Financial Strategies

December 20, 2022

Our firm exists for the purpose of helping people achieve their personal and financial goals. Our philosophy is to deliver quality financial programs and teach principles for successful living. Here's a look back at 2022 and what to expect for 2023 and beyond. 

Can you believe we're wrapping up the year? And what a year it has been; Inflation, war, a Bear market... just to name a few! Amid these challenges, it is more important than ever that individuals and families have their financial lives in order.

Despite the hurdles, Agemy Financial Strategies has been hard at work this year helping all our clients achieve their retirement goals and navigate the financial storm of 2022. As we ring in the new year, here's how our experienced, tireless and talented team of Fiduciaries can help you, too. 

  1. Financial Podcasts

You can never be too money smart, and one easy way to boost your financial IQ is to tune into some really great, and often even entertaining, podcasts. Our Financial Strategies Podcast, Andrew Agemy and son Daniel Agemy combine their expertise, knowledge (and often humor) to educate retirees and assist them in reaching their retirement goals. Covering important topics that affect your golden years, 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 now listen to the show on the radio or as a podcast on Spotify and Apple Podcasts! 

  1. Large Variety of Financial Blogs

More into reading than podcasts? While necessary, retirement planning isn’t easy and can get very confusing. Trying to learn best practices and derive meaning from financial and healthcare jargon can be burdensome. With our complimentary online financial blogs, you'll find a wealth of information on financial planning, tax planning, healthcare planning, estate planning and more to help you learn everything you need in an easily digestible format. Our financial planning blogs give you a rare insight into the financial world, while explaining strategies in a clear manner that make sense.

Whether it's trying to plan for retirement or learning how to create a sustainable estate plan, we had you covered. Providing the correct information to our clients is something we strive for. Our financial blogs are written by our financial experts in the field and they provide the best information available on the market. We hope you continue to enjoy them in 2023.

  1. Youtube Shows 

It’s been a wild year for Agemy Financial Strategies. We’ve been helping our clients plan for retirement and build their wealth, but we’ve also been thinking about legacy planning, wealth management and how to help people get the most out of the money they make.

We know that the world is changing fast, and that means that you need to make sure your money is working for you in the best way possible. Having our Youtube shows incorporated into your learning materials is one of the best ways to educate clients. Financial literacy is a big part of a fruitful retirement, and sharing the information via Youtube shows is just another way to learn from Andrew and Daniel Agemy's experience in this field. 

At the end of the day, helping our clients get smarter about their finances will help them make better decisions in order to reach their financial goals sooner. Subscribe to our Youtube channel here. 

  1. Financial Resources

Finally, we're grateful for all the love we get from clients who have utilized our new large array of online financial resources. At Agemy Financial Strategies, our areas of expertise are Estates, Insurance, Investments, lifestyle Balance, Money, Retirement, and Taxes. All of these areas are crucial to building a secure financial road to success.

Forms and information are updated as policies change, so it's a great way to get ahead of the retirement game with some complimentary learning tools. What have you got to lose? Check them out here.

Ready for 2023?

If you live in Connecticut or Colorado, hiring a retirement income advisor is only half the job done. The other half is to make sure the advisor is able to deliver on your expectations. At Agemy Financial Strategies, we are an indispensable part of your financial planning process and can add immense value to your life with our Fiduciary expertise and acumen. This is why we encourage all clients to set up an annual review. Why? Regularly meeting with us can help you maximize your money and keep on top of your long-term financial goals. Our goal is to help you save more, reduce your debt and invest more wisely for retirement. 

In your review, we'll cover topics such as:

  • How your cash flow is going.
  • Life changes that affect finances, such as marriage, divorce or a death in the family. 
  • Updating beneficiaries to your estate plan.
  • Tax plans and changes for the year ahead.
  • Review your investment strategy and make changes where needed.
  • Checking short and long-term goals are on track and your wealth is growing as expected.

At the end, we should leave the meeting with a clear action plan for the next 12 months ahead! Set up your review here today.

Final Thoughts

As 2022 winds down, it’s time to look forward to 2023—and put yourself on the best financial footing possible for the new year.

When you work with us, you get a lifelong partner – a dedicated financial planner who creates strategies designed to evolve with you.It's been a great year at Agemy Financial Strategies. Our mission is simple: we want our clients to feel confident knowing they have someone looking out for them and their financial needs. As Fiduciaries, it is our obligation to always put you and your needs first. 

It is a pleasure helping each of our valued clients, thank you for all your trust in our work, once again wishing you a Happy and Prosperous New year!

To schedule a consultation and discuss your financial strategies and goals for 2023,contact Agemy Financial Strategies here today.