Retirement strategies with income and low capital risk

February 22, 2016
Hosted by Jordan Goodman

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Guest Information

Episode Description

Andrew Agemy is a financial advisor and wealth manager in Guilford, Connecticut whose clients are mainly newly retired people who already have the capital and income they need and want to protect it. He sees another major market decline looming and quantitative easing continuing. So he eschews bank products and common stocks and favors investments that trade modest income for greater safety. Examples would be preferred stocks of solid companies paying 4--6% and sometimes offering appreciation; BBB corporate bonds paying 3-4% that mature in 3-5 years; fixed-indexed annuities that pay more than bank CDs and have more downside protection than upside potential, and non-traded ETFs in stable industries like health care, retail grocery stores and public storage.

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Jordan Goodman

Jordan Goodman has a mission: to help everyone do better with money. Since graduating the Columbia University School of Journalism in 1977, he has spent the past 32 years combing the country to find the very best ways to help consumers make and save money and then sharing these gems with the public. As a staff writer/reporter at MONEY Magazine for 18 years, a weekly commentator on NBC News at Sunrise and Public Radio’s Marketplace Morning Report, and through his 12, soon to be 13 highly respected books, and his website www.moneyanswers.com, he has provided useful, common-sense information to the public. Some of his better-known books include Fast Profits in Hard Times, Everyone’s Money Book, the Dictionary of Finance and Investment Terms and Master Your Money Type. Jordan is a rare combination: someone who possesses not only encyclopedic knowledge about every area of personal finance but also a passion for helping his listeners not only to get educated but to take action to help their dreams become realities.

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