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The Power of Family in Financial Planning
In this episode of Kickin' with the Rickens, Gerry and Heidi share their journey in the financial planning industry, emphasizing the importance of family, community service, and understanding clients' needs. They discuss the challenges of retirement planning, the significance of income security, and the unique dynamics of a father-daughter partnership in a male-dominated field. The conversation highlights the importance of proactive financial strategies and the emotional aspects of planning for retirement.
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.
Click here to learn more about Ricken Financial events or call 314-442-6476.
Find the Rickens on social media and YouTube:
YouTube
See omnystudio.com/listener for privacy information.
View all episodes
By Gerry and Heidi Provost RickenIn this episode of Kickin' with the Rickens, Gerry and Heidi share their journey in the financial planning industry, emphasizing the importance of family, community service, and understanding clients' needs. They discuss the challenges of retirement planning, the significance of income security, and the unique dynamics of a father-daughter partnership in a male-dominated field. The conversation highlights the importance of proactive financial strategies and the emotional aspects of planning for retirement.
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.
Click here to learn more about Ricken Financial events or call 314-442-6476.
Find the Rickens on social media and YouTube:
YouTube
See omnystudio.com/listener for privacy information.