Balancing Your Retirement Portfolio + Tips for a Happy Retirement episode artwork

EPISODE · Apr 26, 2025 · 1H

Balancing Your Retirement Portfolio + Tips for a Happy Retirement

from Love Your Retirement · host Heidi Ardis

In this episode of "Love Your Retirement," Heidi Ardis, founder and CEO of Agape Wealth, discusses essential tips for achieving a happy and fulfilling retirement. Heidi emphasizes the importance of clear communication with family, including discussing financial changes and future plans, to ensure everyone is on the same page. She also highlights the significance of routine and purposeful activities, encouraging retirees to find new hobbies, build social networks, and invest time in activities they love, beyond just childcare and household chores. Additionally, the importance of health and well-being before and during retirement is underscored, encouraging listeners to focus on maintaining a healthy lifestyle.Heidi also provides insights into key financial considerations for retirement planning including social security decisions, investment strategies, and tax planning. The episode concludes with a reminder to approach retirement with the same planning and structure as one's professional life, ensuring a smooth and enjoyable transition into this next stage.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/

Episode metadata supplied by the publisher feed · Published Apr 26, 2025

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