Agile Finance Radio

American Rescue Plan-Third Time a Charm or Three Strikes and You're Out

Tue, 16 Mar 2021 21:12:03 +0000

#044: Today on Agile Finance Radio, we'll take a look at the American Rescue Plan Act! See if you qualify for the stimulus check and we'll also dive into the consequences of all this debt that the US is issuing

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/44

Investments that are Recession-Proof?

Thu, 04 Mar 2021 21:17:51 +0000

#043: Today on Agile Finance Radio, we'll take a look at some recession-proof investments and get an update on the market and the Agile Portfolio!

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/43

Financial Literacy and the High School Experiment

Thu, 04 Feb 2021 20:32:11 +0000

#042: Today on Agile Finance Radio, we'll take a look at financial literacy in the U.S. and I'll discuss my latest experiment with a high school class!

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/42

The Not So Roaring 2020s

Thu, 28 Jan 2021 21:37:56 +0000

#041: Today on Agile Finance Radio, we'll take a look at a few things that are setting off warning flags for our investments, personal economy, and national economy.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/41

2020 Agile Model Portfolio Results

Thu, 21 Jan 2021 21:18:00 +0000

#040: Today on Agile Finance Radio, we'll take a look at the results for one of our portfolios. Tune in to see how this portfolio performed in 2020!

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/40

Coronavirus Stimulus Part II

Thu, 07 Jan 2021 20:05:02 +0000

#039: Today on Agile Finance Radio, we'll discuss part two of the Coronavirus stimulus bill. Listen in to hear about the benefits that can affect your finances.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/39

Get Ready For The New Year

Tue, 29 Dec 2020 19:15:48 +0000

#038: Today on Agile Finance Radio, we take a pause to reflect on 2020 and things to think about for the new year.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/38

The 12 Days of Money

Tue, 22 Dec 2020 18:31:29 +0000

#037: Today on Agile Finance Radio, it's the countdown to Christmas and we are celebrating the twelve days of money!

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/37

The Best Hallmark Money Moves

Tue, 15 Dec 2020 18:05:32 +0000

#036: Today on Agile Finance Radio, it's the holiday season, and guess what that means? It's time for 49 new Hallmark movies that all have the same basic plot. You know you secretly enjoy watching these movies.

But what can you learn about money by watching these feel-good movies with their holiday vibes? Let's dig into the Hallmark Money Moves you can make.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/36

Why Your Goals Are Causing You to Fail

Tue, 08 Dec 2020 19:37:38 +0000

#035: Today on Agile Finance Radio, we are going to discuss why focusing on your goals may actually be contributing to your failure. Listen in as we discover why you may be setting yourself up for failure.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/35

Celebrity Money Fails

Tue, 01 Dec 2020 17:32:38 +0000

#034: Today on Agile Finance Radio, we are going to discuss some epic celebrity money fails. Listen in to hear about how they lost millions and what you can learn from their mistakes.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/34

Are You Getting The Thanksgiving Return?

Tue, 24 Nov 2020 18:02:23 +0000

#033: Today on Agile Finance Radio, with Thanksgiving coming this week, let's refocus and celebrate all that we have and welcome fall and winter and the holiday season.

I know you want to say goodbye to 2020, but let's not forget what this week is all about and how you can benefit from the Thanksgiving Return.

https://agilefinanceradio.com/33

Retirement Gifts That Win

Wed, 18 Nov 2020 18:32:26 +0000

#032: In today's episode, we will discuss how to go about getting a retirement gift for someone and also some ideas for a gift. You can do something meaningful that will stand out from the cookie cutter gifts that everyone else gets. Listen in so you can become a star gift giver.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/32

What This Famous Book Says About Money

Wed, 11 Nov 2020 19:10:52 +0000

#031: In today's episode, we will discuss a few things from the most famous book of all and what it has to say about money. So listen in to find out how The Book can help out your finances.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/31

5 Things To Do Now Before Year-End

Tue, 27 Oct 2020 12:28:59 +0000

#030: In today's episode, we will discuss five things to do before year-end to take advantage of the opportunities to keep more of your hard earned money.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/30

Will the election impact your personal economy?

Tue, 20 Oct 2020 18:37:45 +0000

#029: In today's episode, we will discuss what to expect for the upcoming election and what history tells us about the stock market performance during the presidential election years.

What should you do, if anything, to safeguard your portfolio during this potentially volatile time?

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/29

Generating Early Retirement Income

Wed, 14 Oct 2020 17:09:11 +0000

#028: In today's episode, we will talk about generating an income in early retirement. We'll discuss four income sources and a couple of approaches that you can use in your income strategy..

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/28

Deciding For or Against Early Retirement

Tue, 06 Oct 2020 18:46:01 +0000

#027: In today's episode, we will talk about Early Retirement and go through a list of things you should consider before you think about running off into the land of six Saturdays and one Sunday.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/27

Should You Join the Early Retirement Club?

Tue, 29 Sep 2020 17:45:18 +0000

#026: In today's episode, we are going to talk about Early Retirement. This is part one of a two or three-part series where we look at if you should join the Early Retirement Club. So listen in to see if you are a candidate for taking early retirement and what it takes to join the club.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/26

Which Retirement Planning Path Are You Traveling?

Tue, 22 Sep 2020 17:26:18 +0000

#025: In today's episode, we're going to talk about two paths that I see in the technology profession regarding retirement planning. Listen in to see which one you are on and what you can do about it.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/25

Understanding the differences between men and women with their money

Tue, 08 Sep 2020 13:48:15 +0000

#024: In today's episode, we're going to discuss the difference between men and women and how that might lead to arguments about money. If you don't understand why your spouse does the things they do, then listen in so you can finally get insight into their thinking.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/24

Use This Simple Tool To Get Your Life Back On Track

Tue, 01 Sep 2020 10:00:37 +0000

#023: In today's episode, we're going to talk about getting your life back in these unprecedented Coronavirus times. Listen in as I discuss a simple tool I use to check the status of the essential areas of my life.

You can get more details about the show, including key points and resources, by checking out the show notes. https://agilefinanceradio.com/23

All-In with Lisa Sterling on Career, Family, and Finance

Tue, 12 May 2020 10:00:17 +0000

#022: In today's episode, we're talking to Lisa Sterling on career, finances, and money. Lisa is an award-winning leader and shares her insight into managing and navigating all that life has to offer.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/22

Hedging Your Portfolio

Wed, 06 May 2020 10:00:18 +0000

#021: In today's episode, we're going to talk about the Coronavirus Stock Market Rally and four options that you have to hedge your portfolio in times of uncertainty.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/21

What the CARES Act means to your finances, retirement, and business

Tue, 31 Mar 2020 20:48:18 +0000

#020: Today on Agile Finance Radio, we're going to talk about the Coronavirus stimulus package, known as the Coronavirus Aid, Relief, and Economic Security Act or CARES Act. This is a massive $2 trillion package.

We'll look at the things that could impact you the most from the tax credits or rebate and when you might get that to the unemployment compensation changes. Also, we will look at some of the provisions in the Act that allow you to take distributions from retirement accounts, changes in employer loans and student loans, required minimum distributions, and small business provisions.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/20

The Value of Advice During Coronavirus or the Good Times

Tue, 24 Mar 2020 20:20:31 +0000

#019: In today's episode, we're going to talk about the value of advice. I get asked what I do and most people immediately think I manage money. That's true, but it's only part of what I do. There's much more to what a good financial planner will do besides invest your money. Listen in and find out how working with a planner can help you in the good times and bad times.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/19

When is it time to get out of the market?

Tue, 17 Mar 2020 20:04:06 +0000

#018: In today's episode, we're going to talk about when is it time to get out of the market? This has come up several times in the last couple of weeks so I wanted to give you my thoughts and some things to think about as you navigate through the bear market.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/18

Doing Retirement as an Encore Career

Tue, 03 Mar 2020 11:00:14 +0000

#017: In today's episode, we're going to talk about doing retirement as an encore career. Many people wrongly assume that they have to be a 9 to 5er until they are a 65er. There are options to an "early retirement" but maybe defined a little differently than what you've thought of before.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/17

The Critical Role of Chief Family Financial Officer

Tue, 25 Feb 2020 16:41:07 +0000

#016: In today's episode, we're going to talk about the Chief Family Financial Officer. We'll discuss the role, what it means to your family, and why you should think of your family as a business..

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/16

The Coronavirus and Other News Headlines

Wed, 19 Feb 2020 16:24:45 +0000

#015: In today's episode, we discuss the impact of the coronavirus to your portfolio plus other news headlines that could impact your investments.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/15

Protecting Your Legacy and Estate Starts with these 6 Steps

Wed, 12 Feb 2020 11:00:13 +0000

#014: In today's episode, we'll discuss the six things you can do to protect your loved ones when it comes to your estate and legacy.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/14

5 Common Mistakes Tech Professionals Make with their Finances

Tue, 04 Feb 2020 13:00:01 +0000

#013: In today's episode, we'll discuss the five common mistakes technology professionals are making with their finances that could delay their goals.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/13

The 3 FI Levels You Need to Master to be Truly Free

Tue, 28 Jan 2020 17:36:24 +0000

#012: In today's episode, we'll discuss the three FI Levels and why you need to master them to reach financial success.

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/12

6 Step Routine for Financial Success

Tue, 21 Jan 2020 15:55:46 +0000

#011: In today's episode, we'll discuss establishing a successful routine that you can put in place to move your finances forward. I'm not talking about a painful process that involves the dreaded budget. I hate budgeting too!

You can get more details about the show, including key points and resources, by checking out the show notes.

https://agilefinanceradio.com/11

The SECURE Act and Your Retirement Plus 2020 Updates

Tue, 14 Jan 2020 16:30:00 +0000

#010: In today's episode, we discuss the SECURE Act legislation that passed in December and how that might impact your retirement planning. We'll also discuss some other updates for 2020.

You can get more details about the show, including key points and resources, by checking out the show notes.

http://agilefinanceradio.com/10

The Path to Take to Make 2020 Great

Tue, 07 Jan 2020 12:00:00 +0000

#009: In today's episode, we discuss the things you need to do to make 2020 great. Yes, we are talking about setting your goals but also a process that you can use all year long to make sure you have the best chance for success.

You can get more details about the show, including key points and resources, by checking out the show notes.

http://agilefinanceradio.com/9

The Agile Christmas Poem

Tue, 24 Dec 2019 03:00:00 +0000

#008: In today's episode, with it being the holiday season, I thought it would be nice to take a detour from the usual routine. Here's a short little story for your holiday cheer. I call it The Agile Christmas poem.

You can get more details about the show, including key points and resources, by checking out the show notes.

http://agilefinanceradio.com/8

From Employee to Owner to Giving Back with Jon Harris

Tue, 17 Dec 2019 11:00:00 +0000

#007: In today's episode, we are talking with Jon Harris on career, business, money, and life. Learn about Jon's career and the key transitions that he has made, such as moving from an employee to a business owner to a startup investor.

You can get more details about the show, including key points and resources, by checking out the show notes.

http://agilefinanceradio.com/7

Save Time and Money by Putting Your Finances on AutoPilot

Tue, 10 Dec 2019 10:00:00 +0000

#006: In today's episode, we are going to talk about how you can save money, invest more, and buy back some of your time and do the things you love by putting your finances on autopilot.

We'll talk about the four reasons why you should automate your finances, and then later, we'll walk through the system I use to make it all happen.

You can get more details about the show, including key points and resources, by checking out the show notes.

http://agilefinanceradio.com/6

The Donor Advised Fund and Other Giving Strategies

Tue, 03 Dec 2019 17:00:00 +0000

#005: In today's episode we look at ways you can give that will benefit you and the charity of your choice. There are certain strategies that you can use to stretch your giving dollar and potentially offer you a tax benefit through a charitable deduction or reducing your taxable income.

You can get more details about the show, including key points and resources, by checking out the show notes.

http://agilefinanceradio.com/5

The Thanksgiver Advantage and Your Finances

Tue, 26 Nov 2019 04:00:00 +0000

#004: In the episode, we discuss being a Thanksgiver and what that means to your health, to others, and your finances.

We'll also talk about the three things you can do to feel the benefit and power of being a Thanksgiver.

You can get more details about the show, including key points and resources, by checking out the show notes.

http://agilefinanceradio.com/4

The Retirement Moment of Truth Conversation You Need to Have

Thu, 24 Oct 2019 17:00:00 +0000

#003: In today's episode, we discuss the critical questions you need to answer, so you won't feel anxious or nervous about stepping into your retirement.

You can get more details about the show by checking out the show notes.

http://agilefinanceradio.com/3

5 Options for Your 401(k) When Changing Jobs

Thu, 24 Oct 2019 16:00:00 +0000

#002: In this episode, we talk about your options for your 401(k) when changing jobs or when entering into retirement. We explore five possibilities that could benefit you, depending on your situation. This is an important step in your financial planning, and you don't want to mess it up, so listen in!

Hit subscribe now and get ready to be agile with your finances.

You can get more details about the show by checking out the show notes, and to gain access to the financial plan blueprint, follow the link below.

http://agilefinanceradio.com/2

Welcome to Agile Finance Radio!

Thu, 24 Oct 2019 09:00:00 +0000

#001: Jason Stump from Denari Financial wants to teach people in the technology industry how to win with money and gain at life so they can retire with confidence and do what they love.

We hope you enjoy our first episode where we talk about what's to come with Agile Finance Radio. We discuss some of the important questions that you should be asking when approaching retirement as well as other financial matters.

Hit subscribe now and get ready to be agile with your finances.

You can check out more details about the show by going to the show notes and to get access to the financial plan blueprint.

https://agilefinanceradio.com/1