Navigating the AI Revolution in Wealth Management
How Artificial Intelligence is Transforming Financial Advisory Services and Enriching Client Experiences Introduction With digital transformation permeating nearly every industry, artificial intelligence (AI) is making significant strides in…
Abundant Life Now and Into Retirement
Abundant Life Now and Into Retirement: A Guide to Embracing Wealth and Fulfillment —- Living an abundant life isn’t just about having a robust bank account. It’s about embracing…
Thoughtful Decision-Making: The Key to Smart Tax Planning Before Year-End
In this week’s episode, hosts Katie Umland and Tim Regan chat about the often-overlooked art of thoughtful decision-making and its impact on your financial future, particularly as the year comes to a close.
Financial Advisor vs. Accountant
Financial Advisor vs. Accountant: Understanding the Difference and Finding the Right Fit for Your Financial Goals When it comes to managing your finances, two key professionals often come to mind: financial…
The Importance of Life Insurance
The Importance of Life Insurance: Securing Your Future with PrairieView’s Protection Strategies When it comes to securing your financial future, one truth stands out: even the best financial plans benefit from…
Creating a Financial Legacy: Family, Communication, Planning, and Transparency
In this episode of The Retirement Readiness Project, we delve into the often neglected yet vitally important topic of involving family in financial decision-making. Hosts Tim Regan and Katie Umland explore why it’s crucial…
Building Strong Financial Foundations: College Planning and Effective Money Management Strategies
In our latest episode of “Retirement Readiness,” hosts Tim Regan and Katie Umland unpack the College Planning process and how to set your college aged kids up for success. This week’s episode explores…
Financial Planning Needs for Different Clients
In our latest episode of “Retirement Readiness,” hosts Tim Regan and Katie…
Retirement Hobbies That Make Money
Did you know that a whopping 57% of Americans expect to work in some capacity after retirement? Many people find that a traditional retirement…
Success Stories of the Retiree Entrepreneur
In today’s episode, hosts Tim Regan and Katie Umland explore what successfully working after retirement or embracing entrepreneurship as a retiree might look like – including real stories of success and tips…
