Latest / Kickin' with The Rickens: Redefining Retirement
Retirement Decisions That Look Simple—but Aren’t
Can you really handle retirement planning on your own without missing critical pieces? Gerry Ricken digs into more widespread retirement misconceptions, from DIY planning and annuity misunderstandings to Social Security timing, Roth strategies, and inheritance taxes. The discussion highlights how taxes, income structure, and timing decisions ripple through retirement, often in unexpected ways. This episode challenges common shortcuts and assumptions that can quietly reshape retirement outcomes over time. Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your…
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