What do bathroom grab bars have to do with retirement planning? Gerry Ricken uses that unexpected comparison to explain overlooked strategies that can help retirees prepare for income needs, taxes, healthcare costs, and long-term care considerations. Gerry discusses retirement "grab bars" such as IRA rollovers, qualified charitable distributions, Roth conversions, and planning for future healthcare expenses. The conversation also explores the Purpose Approach and why having a plan for both your finances and your lifestyle can be just as important as building wealth.

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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