22 episodes

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. Discover the answers to the questions you are asking like how much do I need to retire, or how can I never run out of money? Learn what it takes to plan, prepare, and transition into retirement by going deep in topics such as retirement income planning, taxes, social security, stock options, healthcare, and more. Jason retired from a career in the tech industry and now owns his own business, helping others do the same. Listen in as we break down epic topics into actionable stories with a mix of interviews, special guests, and solo shows from Jason that you don't want to miss. Hit subscribe now and get ready to be agile with your finances

Agile Finance Radio Jason Stump

    • Investing
    • 5.0, 1 Rating

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. Discover the answers to the questions you are asking like how much do I need to retire, or how can I never run out of money? Learn what it takes to plan, prepare, and transition into retirement by going deep in topics such as retirement income planning, taxes, social security, stock options, healthcare, and more. Jason retired from a career in the tech industry and now owns his own business, helping others do the same. Listen in as we break down epic topics into actionable stories with a mix of interviews, special guests, and solo shows from Jason that you don't want to miss. Hit subscribe now and get ready to be agile with your finances

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

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

    #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

    • 1 hr 55 min
    Hedging Your Portfolio

    Hedging Your Portfolio

    #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

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

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

    #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

    • 18 min
    The Value of Advice During Coronavirus or the Good Times

    The Value of Advice During Coronavirus or the Good Times

    #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

    • 15 min
    When is it time to get out of the market?

    When is it time to get out of the market?

    #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

    • 15 min
    Doing Retirement as an Encore Career

    Doing Retirement as an Encore Career

    #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

    • 15 min

Customer Reviews

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1 Rating

lilbebemay ,

Great financial advice!

Great podcasts, straight to the point and very informational.

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