"Is wealth really a safeguard—or does it just change the challenges of retirement?"
Join Heidi Ardis and Mark Elliott as they dig into the hidden pitfalls of estate planning, taxes, and the surprising anxieties faced by even the wealthiest retirees. This episode weaves together candid stories, practical insights, and real-life client lessons, unmasking the new realities, risks, and opportunities of today’s retirement landscape. From managing required minimum distributions to building lasting confidence, discover the questions advisors wish you would ask—and maybe the one you need most right now.
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/