Love Your Retirement

Podcast af Heidi Ardis

engelsk

Business

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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

Alle episoder

49 episoder

Taxes in Retirement

In this episode, Heidi unpacks key retirement planning topics for listeners in Mississippi and surrounding areas. Discover practical strategies for retirement planning, including taxes, social security, long-term care, estate planning and dealing with what's going on in the market and economy. For more information about Heidi Ardis and the Agape Wealth team, visit https://agapewealth.com/

23. maj 2026 - 1 h 0 min

Active vs Passive

16. maj 2026 - 1 h 0 min

Consumers Under Pressure

2. maj 2026 - 1 h 0 min

The Cost of Conflict + Risks in Retirement

25. apr. 2026 - 1 h 0 min

Financial Literacy Month

18. apr. 2026 - 1 h 0 min

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