Creating a Financial Legacy: Family, Communication, Planning, and Transparency
In this episode of The Retirement Readiness Project, we delve into the often neglected yet vitally important topic of involving family in financial decision-making. Hosts Tim Regan and Katie Umland explore why it’s crucial…
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…
Retirement Hobbies That Make Money
Did you know that a whopping 57% of Americans expect to work in some capacity after retirement? Many people find that a traditional retirement…
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…
Financial Independence: How to Craft a Lifestyle Where Work Is Optional
Dreaming of a life beyond the nine-to-five grind? A big piece of the Two Comma Life is achieving financial independence – which goes beyond just the numbers…
How to Become Independently Wealthy
Join hosts Tim Regan and Katie Umland in this latest episode of…
How to Overcome Boredom in Retirement and Find Personal Fulfillment
You’ve likely had a vision of your ideal retirement in mind for years or even decades: Exploring new hobbies, reigniting old passions, and crossing far-flung destinations off that bucket list. But…
