• Building Your Financial House in Retirement - March 1, 2025

  • Feb 26 2025
  • Duración: 1 h
  • Podcast

Building Your Financial House in Retirement - March 1, 2025

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  • In this episode of the "Love Your Retirement Show," Heidi Ardis, founder and CEO of Agape Wealth, discusses the critical elements of retirement planning. They introduce the concept of building your financial house, using foundational principles of faith and love, symbolized by the ancient Greek word "agape." Heidi shares essential strategies for retirement, including securing a solid foundation with fixed incomes like pensions and Social Security, constructing the walls with stable investments, and capping it all with the roof of risk-based assets such as stocks. The discussion emphasizes the importance of having a comprehensive retirement blueprint that addresses income, investments, taxes, healthcare, and legacy planning.

    Throughout the episode, Heidi and Mark engage in a lively conversation about the necessity of adapting your financial strategies as you transition from wealth accumulation to wealth distribution. They highlight practical tips and tools available to help retirees secure their financial future. Heidi also touches on the importance of having trustworthy advisor relationships and offers information on resources available through Agape Wealth. Listeners are encouraged to reach out for personalized advice and to obtain a free copy of Heidi's book, "Simplified Strategies for Retirees," which provides additional insights into effective retirement planning.


    For more information about Heidi Ardis and the Agape Wealth team, visit https://agapewealth.com/
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