#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…
#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…
Smart Tax Moves to Keep More in Your Pocket
Tax planning isn’t just something to think about in April—it’s a year-round strategy that can help you keep more of your hard-earned money. The right tax moves can reduce what you…
#67: Navigating Retirement and Estate Planning in Blended Families
#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…
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