Author: PrairieView Wealth Partners
Rethinking Retirement: Why Purpose and Planning Go Hand-in-Hand
For years, retirement has been defined by a simple formula: save enough, stop working, relax. But today’s retirees are challenging that narrative. Instead of just reaching a number, they’re asking a more powerful question: What’s…
#73: Employee Stock Ownership: Special Guest Laura Rudzinski
Retirement planning often centers on 401(k)s, IRAs, and Social Security, but for some, there’s a game-changer hiding in their benefits package: the Employee Stock Ownership Plan, or ESOP. In Episode 73 of The Retirement Readiness…
Raising Financially Confident Kids: A Parent’s Guide to Generational Wealth
When it comes to building generational wealth, the conversation shouldn’t end with how much you plan to leave behind—it should start with how well you prepare the next generation to receive it. At PrairieView Wealth…
How Global Events Impact Your Investments: Understanding Tariffs, Wars & the Economy
When headlines are filled with news of war, political tension, or tariffs and economic sanctions, it’s natural to feel uneasy about your finances. Questions start to arise: Should I adjust my investments? Is the market…
Wealth Building Mindset: How Your Financial Habits Shape Your Future
When it comes to financial success, most people focus on income, investments, and savings—but what about mindset? The way you think about money plays a huge role in shaping…
#71: Navigating Tariffs in Retirement: What You Need to Know
Get the FREE GUIDE: https://www.pv-wp.com/resources/blog/finance/tariffs-war-current-events-webinar-march-2025 Understanding the Implications of Tariffs on Your Retirement Plans and Everyday Life In this episode of The Retirement Readiness Podcast, hosts Katie Umland and Tim Regan delve into…
Parents: Smart Financial Planning for College
With graduation season approaching, many families are facing an important question: How do we afford college without sacrificing our financial future? While higher education is a valuable investment, it requires careful…
Understanding the Shift from Accumulation to Distribution and How It Impacts Your Peace of Mind in Retirement
In this episode of the Retirement Readiness Podcast, Tim Regan and Katie Umland delve into the nuanced transition retirees face as they pivot from building their investment portfolios to strategically withdrawing…
#70: Financial Planning: From Building Wealth to Spending in Retirement
Understanding the Shift from Accumulation to Distribution and How It Impacts Your Peace of Mind in Retirement In this episode of the Retirement Readiness Podcast, Tim Regan and Katie Umland delve into the nuanced transition…
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