Latest / Kickin' with The Rickens: Redefining Retirement
Why Purpose Matters as Much as Your Portfolio
What if the biggest threat to your retirement isn’t the market—but taxes quietly building over time? This episode with Gerry Ricken looks at how tax planning shapes retirement outcomes, from required minimum distributions to changing tax laws. The discussion breaks down real-world strategies, the impact of long-term compounding, and why timing matters just as much as strategy. It also dives into the “purpose approach,” connecting financial clarity with lifestyle priorities and what comes next after your working years. Get your complimentary meeting with Heidi and Gerry…
The skinny
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