Agemy Financial Strategies

06/23/2026

Watch the full episode here: tr.ee/yqiDIu

06/23/2026

Family businesses aren’t just built—they’re lived, shaped, and passed down through generations.

But without a clear succession plan, even the strongest legacy can face uncertainty.

In honor of , we’re sharing key insights on how thoughtful succession planning may help support continuity, reduce complexity, and align both business and family goals.

Read the full blog to learn what goes into a successful transition and why starting early can make a meaningful difference.

Succession planning is not only a business decision; it is a long-term planning process intended to support continuity, stability & legacy goals.

06/21/2026

This Father’s Day, we celebrate the dads who lead with wisdom, provide with strength, and plan with purpose. At Agemy Financial Strategies, we’re honored to help fathers (and grandfathers) build financial confidence that supports not just today—but generations to come.

“Children’s children are a crown to the aged, and parents are the pride of their children.” — Proverbs 17:6

Wishing all the father-figures a day filled with love, legacy, and peace.

06/19/2026

Watch the full episode here: tr.ee/xX6OKN

06/19/2026

Retirement planning isn’t just about what you see coming… it’s about what you don’t.

From healthcare and taxes to inflation, long-term care, and everyday “surprise” expenses, there are several hidden costs that can quietly reshape your retirement income over time.

Our latest blog breaks down the most common overlooked expenses and how to think more strategically about planning ahead.

Retirement planning involves much more than estimating monthly living expenses. Healthcare costs, taxes, inflation, housing expenses, family obligations, and other hidden costs can all influence your long-term financial picture.

06/17/2026

💸 The biggest threats to your retirement may not be market crashes.

In this week's Financial Strategies podcast episode, Andrew & Daniel Agemy discuss the "Two Silent Thieves" that can quietly reduce retirement wealth over time: inflation and taxes.

As prices rise and traditional retirement accounts continue to grow, many retirees face a double challenge—losing purchasing power while potentially increasing future tax obligations. The good news? With the right planning, there may be opportunities to stay ahead of both.

If you've ever wondered how inflation impacts your retirement income, or whether your IRA or 401(k) could become a future tax burden, this episode is worth a listen. Watch now: tr.ee/xX6OKN

What if two invisible forces were quietly working against your reti...