• Making Retirement Money Last & Time Machine 2008 - March 15, 2025

  • Mar 15 2025
  • Duración: 1 h
  • Podcast

Making Retirement Money Last & Time Machine 2008 - March 15, 2025

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  • In this episode of the "Love Your Retirement Show," Heidi Ardis, 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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