Gerry Ricken & Heidi Ricken-Provost discusses what tax loss-harvesting is and how people can use it to minimize the taxes they pay on capital gains. Heidi and Gerry also explain the kinds of accounts this works and does not work for and how losses can be applied across a portfolio to offset gains. Then they share the tax pros and cons of municipal bonds and why people need an advisor to walk them through these helpful, but tricky processes. And Gerry and Heidi share about the “Cocktails for Camp” event they attended to benefit a cause very close to their hearts.

Get your complimentary meeting with Heidi and Gerry – call 314-442-6476 or go to RickenFinancial.com.

To learn more about the March 12th/13th tax event, 25th/26th women’s seminar, and other Ricken Financial events, go to RickenFinancial.com or call 314-442-6476.

Find the Rickens on social media and YouTube:

https://www.facebook.com/RickenFinancial

https://www.instagram.com/rickenfinancial/

https://www.youtube.com/@rickenfinancial

Gerry Ricken &amp; Heidi Ricken-Provost discusses what tax loss-harvesting is and how people can use it to minimize the taxes they pay on capital gains. Heidi and Gerry also explain the kinds of accounts this works and does not work for and how losses can be applied across a portfolio to offset gains. Then they share the tax pros and cons of municipal bonds and why people need an advisor to walk them through these helpful, but tricky processes. And Gerry and Heidi share about the &ldquo;Cocktails for Camp&rdquo; event they attended to benefit a cause very close to their hearts.
Get your complimentary meeting with Heidi and Gerry &ndash; call 314-442-6476 or go to&nbsp;<a href="https://rickenfinancial.com/" data-auth="NotApplicable" data-linkindex="0">RickenFinancial.com</a>.
To learn more about the March 12th/13th tax event, 25th/26th women&rsquo;s seminar, and other Ricken Financial events, go to <a href="https://www.rickenfinancial.com/">RickenFinancial.com</a> or call 314-442-6476.
Find the Rickens on social media and YouTube:
<a href="https://www.facebook.com/RickenFinancial" data-auth="NotApplicable" data-linkindex="1">https://www.facebook.com/RickenFinancial</a>
<a href="https://www.instagram.com/rickenfinancial/" data-auth="NotApplicable" data-linkindex="2">https://www.instagram.com/rickenfinancial/</a>
<a href="https://www.youtube.com/@rickenfinancial" data-auth="NotApplicable" data-linkindex="3">https://www.youtube.com/@rickenfinancial</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