All Episodes
Kickin' with The Rickens: Redefining Retirement — 149 episodes
Stop Betting It All on One Horse
The Panic That Stops Retirement Plans Cold
The Annuity Conversation Most Headlines Skip
Separating Annuity Myths From Retirement Reality
Why Average Returns Stop Mattering in Retirement
The Hidden Tradeoffs in Retirement Withdrawals
The Disconnect Between Retirement Assumptions and Reality
Retirement Decisions That Look Simple—but Aren’t
The Retirement Misconceptions That Create Confusion
Why Tax Season Is Really Year‑Round
Baseball, April 15th, and the Truth About Retirement Taxes
Planning for Care Before You Need It
What Baseball Season Can Teach You About Retirement
Flying Solo Doesn’t Mean Going Alone
It’s Not Too Late to Run a Better Race
The Purpose Approach: Redefining Retirement Beyond the Numbers
Why Waiting for Someday Can Cost You Everything
The Real Question Retirement Forces You to Answer
The Conversations Families Avoid About Death and Money
The Hidden Cost of Ignoring Tax Diversification
Why Purpose Comes Before the Portfolio
Retirement Speed Bumps That Can Knock You Off Course
Tax Prep vs. Tax Planning—Why It Matters More Than You Think
Is Your Routine Helping—or Hurting—Your Retirement?
Can a Groundhog Predict Your Retirement Habits?
The Snowstorm That Exposed a Bigger Problem
Beyond Bread and Milk: Planning for Life’s Big Moments
Inside the Ricken Legacy: What Fuels Their Mission
Backstage Laughs and Life Lessons with Cheap Trick
The Playbook for Retirement Success Starts Here
The Cash Sitting in Your State’s Vault—Is It Yours?
The Purpose Behind Your Retirement: Are You Planning Backwards?
Why Resolutions Fail—and What Actually Works
Is Lifestyle Creep Stealing Your Retirement?
Why Resolutions Fail—And How Real Goals Change Everything
Ready to Make 2026 Your Best Year Ever? Here’s How to Retire with Purpose
Legacy Beyond the Game: Sportsmanship, Purpose, and Retirement Joy
Unwrapping Your Financial Legacy: Lessons from Family, Faith, and Fried Chicken
It’s Not Your Grandparents’ Retirement Anymore
Holiday Generosity & Financial Wisdom: Lessons for Your Future
Is Your Retirement Mindset Putting You in the Death Zone?
Unlock the Secret to Joyful Retirement—It’s Not Just About Money!
Rocking Retirement: Cheap Trick’s Secrets to Lasting Legacy
Retirement Isn’t Just Numbers—It’s Your Next Adventure
Beyond the Wage Gap: Women, Money, and Empowerment in Retirement
Are You Ready to Retire—Or Just Afraid to Spend?
Retirement Reimagined: What Will You Do With Your Freedom?
Retirement Real Talk: Avoiding Costly Mistakes Before Year-End
Unlocking Retirement: What Every Milestone Age Means for You
Retirement by the Numbers: The Milestones That Matter Most
Who’s Really Deciding Your Retirement—You or Uncle Sam?
Retirement Myths Busted—What Really Matters for Your Future
Pumpkins, Pop Stars & Tax Bombs: Retirement Lessons You Didn’t Expect
Flip the Script: Let Your Money Work for You
Bacon, Man Baths & Retirement: The Recipe for a Joyful Life
Flip the Switch: How to Turn Savings into a Life You Love After Work
Roth Conversions: Timing, Taxes, and Traps
Seed or Harvest: The Tax Question That Shapes Retirement
Roth vs. Traditional: Which Path Protects Your Future?
How New Tax Laws Could Reshape Your Retirement
How New Tax Laws Could Change Your Retirement Forever
The Toughest Talk: Planning for the Unexpected in Retirement
The Conversation That Could Save Your Retirement
Scammed or Secure? Protecting Your Retirement in a Digital World
Bats, Bills & Backup Plans: Retirement Gets Real
Buckets, Benefits & Big Decisions: Retirement with Purpose
The Pie, The Plan, and The Purpose
Risk, Roths & Reality: Your Retirement Wake-Up Call
Are You Risking More Than You Know?
From Trivia Nights to Trust Funds—Planning with Purpose
The Sandwich Generation: Stretched Thin and Seeking Balance
Every Day Is Saturday: Planning for Purpose in Retirement
Managing Health and Financial Planning
Creative Solutions for Tax Savings
Navigating Retirement: Strategies for a Secure Future
The Power of Family in Financial Planning
Two Big Show Announcements and the Return of a Familiar Voice
Volunteering at SIBS Camp and Some Retirement Charity Tips
A Birthday, Crash, Tornado, Sting, Shatter, and…The Pope?
How Improper Legacy Planning Can Be Costly
What Moonshine, Grandpa, and Al Capone Have to Do With Getting an IRS Letter
Money Managers, Money Planners, and What Fees Will Buy Someone
Three Ways to Handle Market Volatility
How Tax Strategies are Related to Healthcare Planning
The Art of Tomato Farming and Annuities
Why Retirement Planning For Women Is Crucially Important and Six Steps They Should Take
What Index Universal Life Insurance Is and Several Ways It Can Help
Summarizing the Ten Tools of Tax Diversification
Tax Diversification Part 7: Index Universal Life Insurance
Tax Diversification Part 6: Installment Sales and Cost-Segregation
Tax Diversification Part 5: Tax Loss-Harvesting and Municipal Bonds
Tax Diversification Part 4: Capital Gains & Net Unrealized Appreciation
Tax Diversification Part 3: Roths, HSAs, and 529s
Tax Diversification Part 2: RMDs and QCDs
Tax Diversification Part 1: Overview
Becoming Your Own Bank: Paying Down Debt
How To Avoid Getting Scammed
Tax Planning: Kicking Off 2025 The Right Way
Challenging Your Boss and Biggest Fan
Education Should Trump Emotion in Retirement Planning
Planning Long-Term Care
No Participation Awards in Retirement
Don't Wait Until After the Holidays
Pitfalls of Blanket Financial Advice
What is a Phase Two Planner?
Should Election Results Change Tax Strategies?
Tax-Free Retirement Strategies
Reviewing Beneficiaries
Longevity Risk
Ineffcient Dollars
Long-Term Care: A Family Matter
Finishing The Year Strong
Annuities vs. IRAs
The Challenges of DIY Investing
Beware of Scams: Protecting Your Retirement
Creating a Comprehensive Retirement Plan
Exploring the Living Benefits of Life Insurance
Life Insurance: Protecting Your Family After Death
Maximizing Employer Matches in Retirement Plans
The Risks of Technology Reliance
Building a Comprehensive Retirement Plan
Understanding the ABC's of Retirement Planning (Part 4)
Understanding the ABC's of Retirement Planning (Part 3)
Understanding the ABC's of Retirement Planning (Part 2)
Understanding the ABC's of Retirement Planning (Part 1)
Open and Honest Communication in Family Business
Navigating Retirement Risks: A Comprehensive Approach
Personalized Emergency Fund Planning & SIBS Camp
Community Q&A
Gerry is Back and Can "See" The Importance of Healthcare
Do Women Really Need Specific Retirement Strategies?
I've Had an Emergency, Now What?!
Pros/Cons of Early Retirement
How Much Do You Need in Retirement?
A Positive Spin on Taxes in Retirement
Detailing the First Appointment with Ricken Financial
Challenging Your Boss and Biggest Fan
$1 Million Cup of Coffee
Pros and Cons of Retiring Early
Long Term Care Needs in Retirement
What Will Feed Your Soul in Retirement?
Changes to Social Security That May Affect Your Retirement
Legacy Planning in Retirement Is Not For You!
Challenges of Retirement Planning
Having Uncomfortable Conversations About Death
Welcome to Kickin' With The Rickens: Redefining Retirement!
Detailing Your First Appointment
Biggest Fear For Adults Nearing Retirement
4 Potential Streams of Income in Retirement