We delve into the often overlooked aspect of wellness: financial health. We are joined by special guest Heidi Ricken Provost from Ricken Financial, who brings her wealth of knowledge and passion for empowering individuals, especially women, in their financial journeys.
Key Discussion Points:
Introduction to Financial Wellness:
- The role of stress in financial planning and its impact on physical and mental health.
Heidi's Journey into Finance:
- Heidi shares her personal path into the financial industry, working alongside her father and eventually becoming a partner at Ricken Financial.
- Her passion for empowering women in finance and the unique perspective she brings to the field.
The Importance of Financial Planning:
- How financial planning is crucial at any age, with a focus on budgeting, insurance, legacy planning, and preparing for life's uncertainties.
Empowering Women Financially:
- Heidi discusses the significant portion of her clientele being single women and the importance of financial education and empowerment.
- Challenges and misconceptions women face in financial planning and how to overcome them.
Tax Planning and Long-Term Care:
- The critical role of tax planning in financial wellness and strategies for minimizing tax liabilities.
Legacy Planning and Estate Management:
- The concept of legacy planning beyond financial assets, focusing on leaving a lasting impact.
- The importance of regular reviews and updates to wills and estate plans in response to life changes.
Starting the Financial Planning Journey:
- Encouragement for individuals to take the first step towards financial planning, emphasizing that it's never too late or too early to begin.
- The process of setting up a plan, reviewing it regularly, and adjusting as life evolves.
For more insights and guidance on financial wellness, be sure to check out Heidi's podcast, "Kicking with the Rickens," and explore Ricken Financial's services for personalized financial planning solutions. For inquiries or to learn more about Ricken Financial, visit rickenfinancial.com or call Heidi at 314-442-6476.
Hosts Contact Information:
Websites -
- www.elementalwellnessandlongevity.com
- www.elementalesthetics.com
Social Media -
- www.instagram.com/ElementalWellnessandLongevity
- www.instagram.com/ElementalEsthetics
- www.facebook.com/ElementalWellnessandLongevity
- www.facebook.com/ElementalEsthetics