Love Your Retirement

De: Derek Johnson
Escúchala gratis

  • Resumen

  • After a bad experience over 17 years ago, Heidi got into financial services to help people with tax, income and legacy strategies. “When I was 22, my father-in-law passed away unexpectedly, and my husband and I were left to figure out his estate on our own,” Heidi says. “The financial person we used lost 75% of what we inherited, so I left one semester shy of a master’s degree and went to work at Northwestern Mutual in 2006.“I swore from that time on, no one I met with would ever deal with what we had to.” Heidi opened the doors of Agape Wealth after serving in many executive positions in the corporate and independent financial world. Her commitment to faith and family shines through, and Heidi enjoys helping people to preserve and grow tax-efficient retirement income for themselves and their loved ones.

    Disclosure: Insurance products are offered through the insurance business Agape Wealth, LLC. Agape Wealth, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Agape Wealth, LLC are not subject to Investment Advisor requirements. 3918543 - 7/24
    Copyright Derek Johnson
    Más Menos
Economía
Más Menos
Episodios
  • Making Retirement Money Last & Time Machine 2008 - March 15, 2025

    Making Retirement Money Last & Time Machine 2008 - March 15, 2025
    Mar 15 2025
    In this episode of the "Love Your Retirement Show," Heidi Artis, founder and CEO of Agape Wealth, explores the multifaceted aspects of retirement planning. Heidi discusses the importance of having a comprehensive retirement blueprint that includes income planning, investment strategies, tax efficiency, healthcare planning, legacy and estate considerations, and social security and Medicare decisions. She emphasizes the significance of creating diversified income streams and preparing for market volatility to ensure financial stability throughout retirement.

    Heidi also shares insights on how personal and economic uncertainties, such as market crashes, inflation, and changing tax laws, can impact retirement plans and underscores the necessity of having a robust plan in place. The conversation demonstrates the value of working with a knowledgeable advisor who can help navigate the complexities of retirement, ensuring that each client's unique needs are met. The episode also includes personal anecdotes and addresses common retirement concerns, such as outliving savings and making informed decisions about social security and Medicare.


    For more information about Heidi Ardis and the Agape Wealth team, visit https://agapewealth.com/
    Más Menos
    1 h
  • Agape Wealth's Story and The Client Experience - March 8, 2025

    Agape Wealth's Story and The Client Experience - March 8, 2025
    Mar 8 2025
    In this episode of "Love Your Retirement," Heidi Ardis guides listeners through the intricacies of retirement planning. Heidi delves into her personal journey, from experiencing a life-altering gymnastics accident at fourteen that left her paralyzed, to overcoming these challenges and ultimately founding Agape Wealth. Her story of resilience and determination provides a foundation for the philosophy behind Agape Wealth which stands on the principles of faith, love, and personalized service. Heidi's unique perspective shapes how she and her team approach retirement planning, focusing on creating customized plans that address individual aspirations and challenges.

    Listeners are introduced to the comprehensive services offered by Agape Wealth, including income planning, investment strategies, tax planning, healthcare, and legacy planning. Heidi emphasizes the importance of not only securing a guaranteed income for retirees but also making critical decisions regarding social security, long-term care, and estate planning. The episode highlights the significance of having a tailored retirement blueprint that adapts to life’s uncertainties and personal goals.


    For more information about Heidi Ardis and the Agape Wealth team, visit https://agapewealth.com/
    Más Menos
    1 h
  • Building Your Financial House in Retirement - March 1, 2025

    Building Your Financial House in Retirement - March 1, 2025
    Feb 26 2025
    In this episode of the "Love Your Retirement Show," Heidi Artis, 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/
    Más Menos
    1 h

Lo que los oyentes dicen sobre Love Your Retirement

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles