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…

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…

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…

Picture waking up on a Tuesday morning, feeling rested and ready to face the day: You’ll choose how you spend your time, whether pursuing a passion project, spending quality time with loved ones, or simply…

As the flowers bloom and the days grow longer, spring is the perfect time to refresh and realign your financial plan and goals. Just like we declutter our homes and reorganize…

#67: Navigating Retirement and Estate Planning in Blended Families Subheader: Understanding the Intricacies of Merging Families and Assets in Later Life Blended families, a term that might initially conjure images of young…

Navigating the Complex World of Long Term Care and Insurance with Confidence When planning for retirement, few topics raise more questions or concerns than long term care. Though not the most uplifting subject, understanding your…

Retirement is often seen as a time for relaxation, travel, and leisure—but who says it has to follow the traditional script? Entrepreneurship in retirement provides a sense of purpose, personal fulfillment, and even…

When it comes to investing, one of the most common questions people ask themselves is, “Am I invested right?” Striking the perfect balance between risk and reward can feel like a daunting task,…