Latest / Kickin' with The Rickens: Redefining Retirement
The Retirement Mistake That Starts Long Before You Retire
What if one small retirement decision today could have a major impact on your future taxes and income strategy? In this episode, Heidi Ricken Provost and Gerry Ricken discuss why retirement planning is about more than investments. They explore tax-efficient withdrawal strategies, the difference between DIY investing and comprehensive planning, common retirement income mistakes, and how purpose-driven planning can help align finances with lifestyle goals. Plus, they share insights on annuities, risk management, and why waiting to build a retirement strategy can be costly. Get your…
The skinny
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