What if retirement planning isn’t about a number but about answering one question: are you going to be okay? Gerry Ricken and Heidi Ricken Provost break down their “purpose approach,” covering income, taxes, risk, healthcare, and legacy planning. The discussion challenges one-size-fits-all advice and highlights how retirement shifts from accumulation to preservation and distribution. It also examines how personalized strategies, timing decisions, and income planning shape long-term outcomes, while emphasizing the importance of aligning financial choices with lifestyle goals.

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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