Kickin' with The Rickens: Redefining RetirementKickin' with The Rickens: Redefining Retirement
Clean

Baseball, April 15th, and the Truth About Retirement Taxes

View descriptionShare
 

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 Rick 
143 clip(s)
Loading playlist

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.

Click here to learn more about Ricken Financial's upcoming events or call 314-442-6476.

Find the Rickens on social media: Facebook  |  Instagram  |  YouTube

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

Kickin' with The Rickens: Redefining Retirement

Want to have FUN while listening to a financial podcast? Meet Ricken Financial’s father-daughter dyn 
Social links
Follow podcast
Recent clips
Browse 143 clip(s)