What does baseball season have to do with retirement taxes? This episode with Gerry Ricken connects America’s pastime with timely conversations around tax planning versus tax preparation. The discussion covers why filing taxes is just the starting point, how future tax decisions shape retirement income, and where hidden tax risks can quietly derail plans. Listeners hear why today’s tax environment matters, how planning differs from paperwork, and why proactive strategy can matter more than any single filing deadline.

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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