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…
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…
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…
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…
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.
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…
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…
Do You Need a Financial Advisor After Retiring?
Join Tim and Katie in this week’s episode of “Retirement Readiness” as they explore why a financial advisor is still key in…
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