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April 29, 2025 17 mins

Gerry Ricken talks about the transition from April to May and how taxes are always in-season. He also explains how tax strategizing goes hand-in-hand with healthcare planning and the financial factors people should consider when deciding to switch to Medicare. Gerry shares how a financial advisor can distill many numbers and factors into simpler, straighter lines to help people make better financial decisions in healthcare choices. And Gerry also talks about the his and Heidi's new podcast studio that they will soon open.

To learn more about the next Ricken Financial seminar on May 20th/21st, and other Ricken Financial events, go to RickenFinancial.com or call 314-442-6476.

Find the Rickens on social media and YouTube:

https://www.facebook.com/RickenFinancial

https://www.instagram.com/rickenfinancial/

https://www.youtube.com/@rickenfinancial

See omnystudio.com/listener for privacy information.

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