What if the biggest retirement risk isn’t your investments—but thinking about retirement the same way you thought about work? Hosts Gerry Ricken and Heidi Ricken Provost explore the major mindset shifts retirees need to make around purpose, income, taxes, emergency funds, and portfolio risk. From Roth conversion timing to required minimum distributions and rethinking cash reserves, they discuss how retirement changes the rules of personal finance. Plus, Gerry shares the story of his 42-year marriage and the life lessons that come from navigating change successfully.

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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