#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…
5 Steps to Achieving the Two Comma Life®
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…
Spring Forward: 5 Ways to Refresh Your Financial Plan
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…
Tariffs & War – Current Events Webinar (March 2025)
Check out our most recent webinar, where we speak to the current events in the nation and how it may impact your investments and other finances! Download Companion Guide …
Spring Cleaning Your Finances: A Fresh Start for Your Wealth
Spring is a time of renewal—a chance to declutter, refresh, and start anew. While many of us focus on deep-cleaning our homes, our finances deserve a little spring cleaning too! Taking…
#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…
Maximizing Your Charitable Impact: A Strategic Giving Guide
Charitable impact is more than just generosity—it’s a powerful way to make a lasting impact while creating financial benefits for you and your family. Whether you want to support a cause close to…
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