Retirement Readiness Podcast

From selecting the right professionals to reviewing and updating your plan as life circumstances change, Tim and Katie offer actionable steps to help you on your estate planning journey. Prepare for the Future with Confidence. We have the expertise and experience necessary to help you create a plan – whatever your future holds. Click here to connect with a member of the PrairieView Wealth team. Li...

Preparing your child for their upcoming college years also means equipping them with knowledge on managing their finances responsibly. Join hosts Tim Regan and Katie Umland as they explore tips and tricks for minimizing debt, building good credit, and imparting financial lessons for children heading into early adulthood. Plus, hear first-hand stories from Regan and Umland about their own early exp...

The decision to downsize and find a new home in retirement is a significant milestone, and discovering the perfect balance of cost and comfort can have a profound impact on your quality of life. Tim Regan, and Katie Umland, discuss how to properly plan ahead in this latest episode. Are you considering downsizing in retirement but unsure how to strike the perfect balance between cost, comfort, and...

This spring, PrairieView CEO Tim Regan and Head of Marketing Katie Umland explore the pros and cons of alternative energy, including the tax incentives associated with solar power panels. Are you interested in learning more about the tax benefits of installing solar panels? Are you curious about how you may actually save money in the long run? If so, you have come to the right place! In this episo...

This week, hosts Tim Regan and Katie Umland flip the script – telling listeners what they should not do in the process of retirement planning. Explore how several non-obvious costs could impact your long-term funds, such as taxes, Medicare premiums, and any other associated costs. With the right planning and understanding of the potential costs associated with retirement income, you can ensure tha...

In this episode, Tim Regan and Katie Umland talk 401(k)s, Social Security benefits and pensions – including how you can use all three to get the most out of your retirement savings. Are you wondering how to finance your retirement? For most people, adding money to a savings account each month just isn’t going to cut it. Rather, you need to know the various “tools” available for retirement savings...

An extra $100 a month could go a long way in helping you reach your financial goals – but how easy is it to get that extra dough? This week’s episode tackles money-saving tips you can use to start saving more each month. Everyone likes to save money – but that’s often easier said than done. A big part of the savings process is intentionality in your spending. After all, it’s easy to grab those lit...

Start taking control of your debts and save money by avoiding the common mistake of letting monthly payments get out of hand with minimum payments. Find out why you should never let that happen, plus how to gain long-term relief from debt here! Click here to connect with a member of the PrairieView Wealth team. LinkedIn: https://www.linkedin.com/company/prairieview-wealth-partners/ Facebook: https...

Living alone as a senior can be a socially isolating experience for many. Luckily, the options for senior living communities are ever-expanding, with a drastically different landscape than just a few decades ago. Kevin McGee of Smith Senior Living Communities is taking a new approach to assisted and independent living through "life plan communities," which ensure each and every resident...

Combat inflation and safeguard your money with the use of these 7 tried-and-true methods to guard against rising prices, shrinking paychecks and diminishing returns on investments.

Stay informed about the pressing economic issues facing us today with this short and informative overview! In an efficient five-minute rundown, gain a better understanding of what's going on in the economy right now.

The hidden truths behind retirement savings options

It’s nearly impossible to accurately offer a 2023 economic forecast – but we can have some fun with the idea instead. In today’s episode of the Retirement Readiness podcast, we’re giving a humorous take on what we think the stock market and economy should resolve to improve with New Year’s Resolutions for the economy.

Do you know the differences between a traditional vs. Roth IRA account? While they have similar names, they affect your taxes and your retirement in different ways. Watch today’s episode of the Retirement Readiness podcast to understand the benefits of each type of account and how each might be able to help your planning for retirement.

Tim and Katie sit down at Smith Crossing to chat about how to pay for long-term care. https://www.smithcrossing.org/

Today’s episode welcomes Mo Curry from Orange Theory to talk with us about the impact that physical wellness can have on financial wellness. It’s important to stay active throughout your life, but even more during retirement. Mo shares her best tips for how to get started.

Most investors are fearful of a prolonged down period in the stock market, but if you approach it with the right mindset and understanding of your investing goals, it can be an opportunity. Here are the top 9 things to do in a bear market.

Listen as Tim and Damion Navarro talk about finding significance through service in Retirement.

What are the things you should consider when deciding where you should live in retirement?

If you’re looking at retiring soon, not outliving money in retirement should be one of your main concerns. Here’s what to know about living and spending with intention.

Should you get more conservative or aggressive with your investments when you retire? In this episode, we talk about different strategies for how to fund your retirement.

Retirement doesn’t have to just mean “stop working.” Hear as Judy and Harold Lewis talk about what they’ve done to find significance in their retirement.

What questions should you ask yourself to help identify your purpose in retirement? Purpose in retirement isn't all that different from purpose in life - you just may have more time to pursue it.

Retirement readiness is a phrase that can be defined differently by everyone, but we believe that it involves the idea of living with purpose. If you’ve ever wondered if it’s possible to find purpose in retirement, this show is for you.