Baseball season, tax season, and retirement planning collide in this wide-ranging conversation about money, mindset, and misconceptions. Gerry Ricken breaks down the difference between tax preparation and tax planning, why many retirees are surprised by their tax bills, and how decisions made today can shape long-term outcomes. Along the way, he tackles common myths around Social Security, Roth accounts, RMDs, Medicare, and capital gains, while tying it all back to building a retirement rooted in purpose, clarity, and control.

Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com.

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