Taxes might be the biggest bill you never fully see coming. This episode with Gerry Ricken explores why taxes can outpace even your mortgage over a lifetime and why planning shouldn’t stop after April 15th. The conversation covers tax diversification, the role of Roth accounts, and why one-size-fits-all advice often misses the mark. You’ll also hear how personal experiences—from faith-filled community involvement to financial decision-making—intersect with long-term planning and purpose.

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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