When does a daughter stop being your child and become your business partner? Gerry Ricken reflects on working alongside Heidi Ricken Provost, blending family, purpose, and financial guidance. The episode explores succession, shared values, and how meaningful relationships shape both business and retirement. The conversation centers on redefining retirement not as stopping work, but as balancing purpose, flexibility, and time. It also highlights how personal connections—with family and clients—extend far beyond numbers and into lasting, experience-driven relationships.

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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