Latest / Kickin' with The Rickens: Redefining Retirement
Why Purpose Comes Before the Portfolio
Retirement planning isn’t just about money—it’s about what gives your life meaning. Gerry Ricken and Heidi Ricken Provost pull back the curtain on their “Purpose Approach,” explaining what really happens in a first meeting and why understanding your goals, lifestyle, and values matters as much as the numbers. Along the way, they share stories of community, connection, and the events that fuel their passion for serving clients. It’s a candid look at how retirement planning can align income, taxes, and risk with the life you actually want to live. Get your…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.