Retirement isn’t just about money—it’s about what fills your days when work no longer does. Gerry Ricken breaks down the “Purpose Approach,” explaining how time, income, healthcare, taxes, and legacy all connect to life after work. Through real conversations and personal experiences, the episode highlights why no two retirement plans look the same and why understanding your “why” matters as much as your numbers. It’s a grounded look at preparing for longevity, protecting loved ones, and shaping a retirement that actually fits your life.
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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Why Waiting for Someday Can Cost You Everything
16:28

The Conversations Families Avoid About Death and Money
23:25

The Hidden Cost of Ignoring Tax Diversification
41:14