Heidi Ricken Provost talks about the complications when customizing a plan for women. There are different steps that need to be taken, but there is also one opportunity most females overlook. 

For more information visit www.rickenfinancial.com 

Heidi Ricken Provost talks about the complications when customizing a plan for women. There are different steps that need to be taken, but there is also one opportunity most females overlook. 
For more information visit <a href="http://www.rickenfinancial.c">www.rickenfinancial.com </a>

Want to have FUN while listening to a financial podcast? Meet Ricken Financial’s father-daughter dynamic and hilarious duo Gerry Ricken and Heidi Ricken Provost.  After listening to their podcast, you’ll feel like you are part of their family!

Gerry, Founder, CEO, and Licensed Insurance Professional has been in the financial industry for decades. He started Ricken Financial in 2008 to better serve the community and help people like his parents, who scrimped and saved their whole lives, retire with less stress. He is joined by his business partner and youngest daughter, Heidi, who serves as President and Investment Advisor Representative at Ricken Financial. Working together since 2011, they inform their clients to achieve the retirement they deserve.

Tune into Kickin’ with The Rickens: Redefining Retirement with co-host former MLB announcer Mark Owen’s and join in on the laughs as they cover topical news and trends in retirement.

Learn more about the Rickens online and on social: Facebook and Instagram





Insurance products are offered through the insurance business Ricken Financial, LLC. Ricken Financial, LLC is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Ricken Financial, LLC are not subject to Investment Advisor requirements. 3276140 - 2/24

Want to have FUN while listening to a financial podcast? Meet Ricken Financial’s father-daughter dynamic and hilarious duo Gerry Ricken and Heidi Ricken Provost.  After listening to their podcast, you’ll feel like you are part of their family!
Gerry, Founder, CEO, and Licensed Insurance Professional has been in the financial industry for decades. He started Ricken Financial in 2008 to better serve the community and help people like his parents, who scrimped and saved their whole lives, retire with less stress. He is joined by his business partner and youngest daughter, Heidi, who serves as President and Investment Advisor Representative at Ricken Financial. Working together since 2011, they inform their clients to achieve the retirement they deserve.
Tune into Kickin’ with The Rickens: Redefining Retirement with co-host former MLB announcer Mark Owen’s and join in on the laughs as they cover topical news and trends in retirement.
Learn more about the Rickens <a href="https://rickenfinancial.com/">online</a> and on social: <a href="https://www.facebook.com/RickenFinancial">Facebook</a> and <a href="https://www.instagram.com/rickenfinancial/">Instagram</a>
 
 
Insurance products are offered through the insurance business Ricken Financial, LLC. Ricken Financial, LLC is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Ricken Financial, LLC are not subject to Investment Advisor requirements. 3276140 - 2/24

Our goal is to educate and help you make informed, stress-free retirement decisions.

Kickin' with The Rickens: Redefining Retirement

Want to have FUN while listening to a financial podcast? Meet Ricken Financial’s father-daughter dynamic and hilarious duo Gerry Ricken and Heidi Ricken Provost.  After listening to their podcast, you’ll feel like you are part of their family!
Gerry, Founder, CEO, and Licensed Insurance Professional has been in the financial industry for decades. He started Ricken Financial in 2008 to better serve the community and help people like his parents, who scrimped and saved their whole lives, retire with less stress. He is joined by his business partner and youngest daughter, Heidi, who serves as President and Investment Advisor Representative at Ricken Financial. Working together since 2011, they inform their clients to achieve the retirement they deserve.
Tune into Kickin’ with The Rickens: Redefining Retirement with co-host former MLB announcer Mark Owen’s and join in on the laughs as they cover topical news and trends in retirement.
Learn more about the Rickens <a href="https://rickenfinancial.com/">online</a> and on social: <a href="https://www.facebook.com/RickenFinancial">Facebook</a> and <a href="https://www.instagram.com/rickenfinancial/">Instagram</a>
 

Insurance products are offered through the insurance business Ricken Financial, LLC. Ricken Financial, LLC is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Ricken Financial, LLC are not subject to Investment Advisor requirements. 3276140 - 2/24

Do Women Really Need Specific Retirement Strategies?

Gerry Ricken and Heidi Ricken-Provost join co-host Doug Turnbull to talk about what makes them, as phase two planners, different from other financial planners. They discuss the differences in phase one and phase two strategies, the implications of not tax-planning, and how early people should start planning for phase two with their money. They also discuss the logistics in bringing some 15 homemade pies to Atlanta and the special Thanksgiving event, with said pies, they have for their Ricken Financial clients each year.

For more information or to ask your own question, visit www.rickenfinancial.com!

Gerry Ricken and Heidi Ricken-Provost join co-host Doug Turnbull to talk about what makes them, as phase two planners, different from other financial planners. They discuss the differences in phase one and phase two strategies, the implications of not tax-planning, and how early people should start planning for phase two with their money. They also discuss the logistics in bringing some 15 homemade pies to Atlanta and the special Thanksgiving event, with said pies, they have for their Ricken Financial clients each year.
For more information or to ask your own question, visit <a href="http://www.rickenfinancial.com">www.rickenfinancial.com</a>!

What is a Phase Two Planner?

Gerry Ricken and co-host Doug Turnbull talk about people's attitudes and knee-jerk reactions, based on election results. Gerry explains to listeners why tax strategies before the election results have not changed and why Roth conversions are so key to being tax-efficient in retirement, including a story from a client that faced a big tax bubble. And Gerry talks about the family milestone he got to celebrate on a recent trip out west.

For more information or to ask your own question, visit www.rickenfinancial.com

Gerry Ricken and co-host Doug Turnbull talk about people's attitudes and knee-jerk reactions, based on election results. Gerry explains to listeners why tax strategies before the election results have not changed and why Roth conversions are so key to being tax-efficient in retirement, including a story from a client that faced a big tax bubble. And Gerry talks about the family milestone he got to celebrate on a recent trip out west.
For more information or to ask your own question, visit <a href="http://www.rickenfinancial.com">www.rickenfinancial.com</a>

Should Election Results Change Tax Strategies?

Heidi Ricken-Provost, Gerry Ricken, and co-host Doug Turnbull discuss several ways people can decrease or eliminate taxes in retirement: health savings accounts (HSAs), Roth IRAs and Roth 401(k)s, certain life insurance plans, municipal bonds (with some exceptions), and qualified charitable distributions (from RMD funds). Gerry and Heidi remind listeners why retirement planners are needed to go through all of the different strategies, since doing so alone can be overwhelming. They also talk about Heidi’s husband’s big-time accomplishment as a pilot and the celebration afterwards.

For more information or to ask your own question, visit www.rickenfinancial.com

Heidi Ricken-Provost, Gerry Ricken, and co-host Doug Turnbull discuss several ways people can decrease or eliminate taxes in retirement: health savings accounts (HSAs), Roth IRAs and Roth 401(k)s, certain life insurance plans, municipal bonds (with some exceptions), and qualified charitable distributions (from RMD funds). Gerry and Heidi remind listeners why retirement planners are needed to go through all of the different strategies, since doing so alone can be overwhelming. They also talk about Heidi’s husband’s big-time accomplishment as a pilot and the celebration afterwards.
For more information or to ask your own question, visit <a href="http://www.rickenfinancial.com">www.rickenfinancial.com</a>

Do Women Really Need Specific Retirement Strategies?

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Kickin' with The Rickens: Redefining Retirement

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