EPISODE · Jul 19, 2025 · 1H
The Big Beautiful Bill + The Reality of Retirement Spending
from Love Your Retirement · host Heidi Ardis
In this week's episode of the Love Your Retirement Show, Heidi Ardis, founder and CEO of Agape Wealth, delves into the nuances of retirement planning and the implications of a recent legislative bill (The Big Beautiful Bill) on various aspects such as taxes, legacy planning, and income strategies. The show highlights how Agape Wealth offers support and guidance for those nearing or in retirement, focusing on the changes in tax brackets and social deductions, particularly for seniors and middle-class Americans.Heidi also explores common retirement phases—honeymoon, settling, and care—with a focus on their distinct financial requirements. Heidi discusses how essential it is to craft a plan that accommodates these stages to mitigate the financial unpredictability of medical costs and lifestyle shifts in later years. Leveraging a comprehensive approach to retirement planning, the show promotes the idea that preparation and informed decision-making are crucial for enjoying a comfortable 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/
What this episode covers
In this week's episode of the Love Your Retirement Show, Heidi Ardis, founder and CEO of Agape Wealth, delves into the nuances of retirement planning and the implications of a recent legislative bill (The Big Beautiful Bill) on various aspects such as taxes, legacy planning, and income strategies. The show highlights how Agape Wealth offers support and guidance for those nearing or in retirement, focusing on the changes in tax brackets and social deductions, particularly for seniors and middle-class Americans.Heidi also explores common retirement phases—honeymoon, settling, and care—with a focus on their distinct financial requirements. Heidi discusses how essential it is to craft a plan that accommodates these stages to mitigate the financial unpredictability of medical costs and lifestyle shifts in later years. Leveraging a comprehensive approach to retirement planning, the show promotes the idea that preparation and informed decision-making are crucial for enjoying a comfortable 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/
NOW PLAYING
The Big Beautiful Bill + The Reality of Retirement Spending
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m