What if some of the most common retirement moves are actually costly mistakes? Retirement planner Heidi Ricken Provost and licensed insurance professional Gerry Ricken play a round of “Kick It or Keep It,” tackling real-world decisions involving Social Security, AI-generated financial advice, CDs, Roth conversions, mortgage payoffs, helping adult children financially, and more. They also break down new survey data revealing retirees’ biggest fears, why many wish they had planned more, and how finding purpose 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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Are You Living Your Purpose or Just Following a Routine?
16:31

Are You Making These Retirement Mistakes Without Realizing It?
43:02

Why Spending Money in Retirement Feels So Hard
16:03