#77: Living Well and Giving Back: Philanthropy, Legacy, and Living Generously in Retirement
This week on The Retirement Readiness Podcast, Tim and Katie discuss how philanthropy can be woven into your financial plan, especially as you approach retirement. Together, they explore what it means to live…
#76: Stress vs. Strategy: How to Navigate Life’s Financial Crossroads with Confidence
This week on The Retirement Readiness Podcast, Tim Regan and Katie Umland dive into a topic that impacts every financial decision we make—stress. When life throws unexpected changes your way, from…
#75 – Rethinking Wealth: Why True Retirement Readiness Means More Than Just Money
Focusing solely on dollars and cents can distract us from the other vital aspects of a truly abundant life. This week’s conversation invites us to see wealth from a holistic perspective—one that encompasses health, relationships, time, and personal fulfillment.
#74: Retirement Road Trips: Embracing Adventure and Flexibility on the Open Road
The Freedom of Retirement: Time to Reimagine the Road Trips In this episode of The Retirement Readiness Podcast, hosts Katie Umland and Tim Regan steer the conversation away from the usual…
#73: Employee Stock Ownership: Special Guest Laura Rudzinski
This week on The Retirement Readiness Podcast, Tim Regan welcomes Laura Rudzinski, a 31-year veteran of her company and long-time participant in its employee stock ownership plan (ESOP). Together, they explore what it…
#72 Redefining Retirement: How to Build a Meaningful Life with Semi-Retirement
There’s a growing trend—and need—for flexibility in what retirement looks like. Gone are the days of a strict cutoff at age 65, with a cruise to celebrate and quiet years to follow. As lifespans stretch…
#71: Navigating Tariffs in Retirement: What You Need to Know
Get the FREE GUIDE This week, join hosts Tim Regan and Katie Umland as they delve into how tariffs might impact your retirement planning. As economic conditions fluctuate, understanding the effects of tariffs in…
#70: Financial Planning: From Building Wealth to Spending in Retirement
In this episode of The Retirement Readiness Podcast, Tim Regan and Katie Umland explore the critical transition from wealth accumulation to wealth distribution in retirement. They tackle the often daunting task of structuring investments to…
#69: Managing Retirement Finances During Economic Downturns
In this episode of The Retirement Readiness Podcast, we’re addressing a critical concern for retirees: how to navigate economic downturns once you’ve left the workforce. Hosts Katie Umland and Tim…
#68: The Sandwich Generation – Caring for Kids and Aging Parents
In this week’s episode, hosts Katie Umland and Tim Regan explore the nuanced challenges faced by the sandwich generation, those individuals caught between supporting their children and caring for aging parents. How do you balance…
