Retirement Readiness

#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…

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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…

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#69: Managing Retirement Finances During Economic Downturns

#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…

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#68: The Sandwich Generation – Caring for Kids and Aging Parents

Managing Responsibilities and Priorities for Caring for Kids & Aging Parents The term “sandwich generation” may bring images of deli meats and fresh bread to mind, but it actually refers to a…

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#65: Embracing Change for a Better Retirement Life

#65: Embracing Change for a Better Retirement Life Deciding on the right time to move during retirement can bring about much introspection and deliberation. It’s not just about choosing a new place to…

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#64: The Essential Guide to Choosing the Right Financial Advisor for You

In this episode, we’re exploring a vital decision: How to choose the right financial advisor for your unique needs and when to seek one. Ever found yourself wondering, “What exactly does a financial advisor do?”…

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Protect Your Digital World: Cybersecurity Strategies for Retirees

Protect Your Digital World: Cybersecurity Strategies for Retirees Subheader: Strategies and Tools to Enhance Your Cybersecurity and Secure Your Future In an increasingly digital world, cybersecurity has become a significant concern, especially…

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New Year, New Financial Goals: A Fresh Take For 2025

New Year, New Goals: Start 2025 Strong with Strategic Financial Planning Watch Now! Plan Before You Spend: How to Handle Bonuses and Pay Raises…

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Beyond the Hype: Understanding Crypto and Blockchain Technology

Beyond the Hype: Understanding Crypto and Blockchain Technology Exploring Investment Myths, Practical Uses, and the Future of Digital Currency In the latest episode of the Retirement Readiness Podcast, Tim Regan and Katie…

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Navigating Holiday Finances

Navigating Holiday Finances: Mastering Budgeting and Intentional Spending Strategies for Managing Holiday Finances and Future Financial Health As the holiday season approaches, many of us grapple with balancing joy and financial responsibility. In Episode 60…

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