Money Managers, Money Planners, and What Fees Will Buy Someone

Kickin' with The Rickens: Redefining Retirement · May 13, 2025 · 20m

Heidi Ricken-Provost talks about the difference between money managers and money planners. Gerry and Heidi share how planners earn their fees by not just taking care of money, but buy helping craft goals and the plan to try and achieve them. They also share how planners help people make the proper adjustments along the way to reaching their financial goals and how financial advisors help with investments, income, taxes, healthcare, and legacy planning. Gerry and Heidi also discuss moving their office to a downstairs space in their building and the new skill Gerry did not realize he had. Get…