Heidi Ardis

Love Your Retirement

Business EN ↓ Odcinki: 54

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 co...

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Autor

Heidi Ardis

Kategoria

Business

Strona podcastu

www.spreaker.com

Ostatni odcinek

4 lip 2026

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Odcinki

Retirement Income Faces Tax Challenges 22.03.2025 1:00:01

In this episode of the "Love Your Retirement Show," Heidi Ardis, founder and CEO of Agape Wealth, discusses the intricacies of retirement planning, emphasizing the importance of seeking expert guidance. Agape Wealth takes pride in their personalized retirement planning approach. Heidi emphasizes the critical necessity of understanding market fluctuations and the impact of economic and political un...

Making Retirement Money Last & Time Machine 2008 15.03.2025 1:00:01

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 decision...

Agape Wealth's Story and The Client Experience 08.03.2025 1:00:01

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 philosop...

Building Your Financial House in Retirement 26.02.2025 1:00:01

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 wi...