Gerry Ricken and Heidi Ricken-Provost join co-host Doug Turnbull to talk about what makes them, as phase two planners, different from other financial planners. They discuss the differences in phase one and phase two strategies, the implications of not tax-planning, and how early people should start planning for phase two with their money. They also discuss the logistics in bringing some 15 homemade pies to Atlanta and the special Thanksgiving event, with said pies, they have for their Ricken Financial clients each year.

For more information or to ask your own question, visit www.rickenfinancial.com!