There is no way of avoiding taxes (legally), but there are actually some opportunities for tax strategies that could benefit your portfolio. Plus, Gerry explains what a proper portfolio and NCAA basketball has in common.  For more information or to schedule a consultation visit <a href="https://2ly.link/1vrkI">online.</a> Learn more about the Rickens on social: <a href="https://www.facebook.com/RickenFinancial">Facebook</a> and <a href="https://www.instagram.com/rickenfinancial/">Instagram</a>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

There is no way of avoiding taxes (legally), but there are actually some opportunities for tax strategies that could benefit your portfolio. Plus, Gerry explains what a proper portfolio and NCAA basketball has in common. For more information or to schedule a consultation visit online. Learn more about the Rickens on social: Facebook and Instagram See omnystudio.com/listener for privacy information.

There is no way of avoiding taxes (legally), but there are actually some opportunities for tax strategies that could benefit your portfolio. Plus, Gerry explains what a proper portfolio and NCAA basketball has in common.&nbsp; For more information or to schedule a consultation visit <a href="https://2ly.link/1vrkI" rel="noopener noreferrer">online.</a> Learn more about the Rickens on social: <a href="https://www.facebook.com/RickenFinancial" rel="noopener noreferrer">Facebook</a> and <a href="https://www.instagram.com/rickenfinancial/" rel="noopener noreferrer">Instagram</a>See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

A Positive Spin on Taxes in Retirement

Want to have FUN while listening to a financial podcast? Meet Ricken Financial’s father-daughter dynamic and hilarious duo Gerry Ricken and Heidi Ricken Provost.  After listening to their podcast, you’ll feel like you are part of their family!
Gerry, Founder, CEO, and Licensed Insurance Professional has been in the financial industry for decades. He started Ricken Financial in 2008 to better serve the community and help people like his parents, who scrimped and saved their whole lives, retire with less stress. He is joined by his business partner and youngest daughter, Heidi, who serves as President and Investment Advisor Representative at Ricken Financial. Working together since 2011, they inform their clients to achieve the retirement they deserve.
Tune into Kickin’ with The Rickens: Redefining Retirement with co-host former MLB announcer Mark Owen’s and join in on the laughs as they cover topical news and trends in retirement.
Learn more about the Rickens <a href="https://rickenfinancial.com/">online</a> and on social: <a href="https://www.facebook.com/RickenFinancial">Facebook</a> and <a href="https://www.instagram.com/rickenfinancial/">Instagram</a>
 
 
Insurance products are offered through the insurance business Ricken Financial, LLC. Ricken Financial, LLC is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Ricken Financial, LLC are not subject to Investment Advisor requirements. 3276140 - 2/24

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Want to have FUN while listening to a financial podcast? Meet Ricken Financial’s father-daughter dynamic and hilarious duo Gerry Ricken and Heidi Ricken Provost. After listening to their podcast, you’ll feel like you are part of their family! Gerry, Founder, CEO, and Licensed Insurance Professional has been in the financial industry for decades. He started Ricken Financial in 2008 to better serve the community and help people like his parents, who scrimped and saved their whole lives, retire with less stress. He is joined by his business partner and youngest daughter, Heidi, who serves as President and Investment Advisor Representative at Ricken Financial. Working together since 2011, they inform their clients to achieve the retirement they deserve. Tune into Kickin’ with The Rickens: Redefining Retirement with co-host former MLB announcer Mark Owen’s and join in on the laughs as they cover topical news and trends in retirement. Learn more about the Rickens online and on social: Facebook and Instagram Insurance products are offered through the insurance business Ricken Financial, LLC. Ricken Financial, LLC is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Ricken Financial, LLC are not subject to Investment Advisor requirements. 3276140 - 2/24

Want to have FUN while listening to a financial podcast? Meet Ricken Financial’s father-daughter dynamic and hilarious duo Gerry Ricken and Heidi Ricken Provost.&nbsp; After listening to their podcast, you’ll feel like you are part of their family!
Gerry, Founder, CEO, and Licensed Insurance Professional has been in the financial industry for decades. He started Ricken Financial in 2008 to better serve the community and help people like his parents, who scrimped and saved their whole lives, retire with less stress. He is joined by his business partner and youngest daughter, Heidi, who serves as President and Investment Advisor Representative at Ricken Financial. Working together since 2011, they inform their clients to achieve the retirement they deserve.
Tune into Kickin’ with The Rickens: Redefining Retirement with co-host former MLB announcer Mark Owen’s and join in on the laughs as they cover topical news and trends in retirement.
Learn more about the Rickens <a href="https://rickenfinancial.com/" rel="noopener noreferrer">online</a> and on social: <a href="https://www.facebook.com/RickenFinancial" rel="noopener noreferrer">Facebook</a> and <a href="https://www.instagram.com/rickenfinancial/" rel="noopener noreferrer">Instagram</a>
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Insurance products are offered through the insurance business Ricken Financial, LLC. Ricken Financial, LLC is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Ricken Financial, LLC are not subject to Investment Advisor requirements. 3276140 - 2/24
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A Positive Spin on Taxes in Retirement

A Positive Spin on Taxes in Retirement