In this week's episode of "Love Your Retirement," Heidi Ardis, CEO of Agape Wealth, discussed strategies for retirement planning. The show emphasized the personalized care and dedication Agape Wealth offers, beginning with vital considerations like income sources once paychecks cease, tax strategies, and whether to move funds into the Roth world to potentially avoid higher taxes later. Elliott also highlighted the importance of having a financial plan. The conversation turned to national financial issues, as Ardis offered insights on the escalating national debt, its historical growth, and the implications it holds for individuals, particularly regarding Social Security and Medicare.
Ardis also reflected on the shifting phases of retirement: the "go-go" years of active travel and spending, the "slow-go" years with reduced activities, and the "no-go" years dominated by healthcare needs. She reiterated that personalized planning is crucial, especially in unpredictable markets and rising national debt scenarios. Ardis urged listeners to work with financial planners who thoroughly understand both local dynamics and personal aspirations, stressing that it's never too early or too late to develop a data-driven plan for retirement.
For more information about Heidi Ardis and the Agape Wealth team, visit https://agapewealth.com/
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/
