In this episode of The Retirement Readiness Podcast, Tim Regan and Katie Umland explore the critical transition from wealth accumulation to wealth distribution in retirement. They tackle the often daunting task of structuring investments to…

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 Katie Umland and Tim…

In this week’s episode, hosts Katie Umland and Tim Regan explore the nuanced challenges faced by the sandwich generation, those individuals caught between supporting their children and caring for aging parents. How do you balance…

On this episode of The Retirement Readiness Podcast, Katie Umland and Tim Regan explore the complexities of planning for retirement and estate management in blended families. They delve into…

This week, we’re tackling a topic that’s often on the back of every retiree’s mind: how to plan for long-term care and the different options for covering those costs. In…

This week, we’re tackling an important question for those approaching retirement: How do you know when it’s time to move, and what should you consider during this life transition? Hosts…

In this episode, we’re exploring a vital decision: How to choose the right financial advisor for your unique needs and when to seek one. Ever found yourself wondering, “What exactly…