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/
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    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/
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    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/
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    1 h