Some retirement myths sound harmless—until they shape major decisions. This episode with Gerry Ricken & Heidi Ricken Provost tackles common misconceptions about taxes, income, and annuities, explaining why surface-level understanding often leads to confusion. The conversation emphasizes education, context, and asking better questions before acting. It’s a practical breakdown of ideas many retirees hear but few fully understand.
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The Disconnect Between Retirement Assumptions and Reality
17:27

Retirement Decisions That Look Simple—but Aren’t
20:13

Why Tax Season Is Really Year‑Round
24:17