As you enjoy the abundance of a two comma lifestyle, it’s equally important to give back to your community, whether that be through financial support, time or other resources.

Meg Pennington, an Advocate Supervisor at CASA (Court Appointed Special Advocate), joins the podcast this week to discuss the organization's role in helping children in the foster care system.

CASA volunteers (including host Tim Regan and his wife) support children alongside caseworkers, parents and other professionals. They commit to being a consistent presence and finding the best outcome for the child, whether that's reunification with their family of origin or placement in a separate foster home.

Click “Play” to hear more about how you can both live and give abundantly by volunteering with CASA, regardless of where you are in your financial and life journey – and be sure to check out our other “Retirement Readiness” episodes!

Click here to connect with a member of the PrairieView Wealth team.

LinkedIn: https://www.linkedin.com/company/prairieview-wealth-partners/

Facebook: https://www.facebook.com/PrairieViewWealthPartners

Website: https://prairieviewwealthpartners.com/

You want to grow your wealth, without taking on unnecessary risk – but how do you get the best of both worlds? 🤔

Join hosts Tim Regan and Katie Umland to explore how a diversified investment portfolio can do just that (and help protect your financial plan).

A diversified portfolio takes into account your individual risk tolerance, goals and other preferences to create a balance between risk and potential return. For example, rather than investing solely in cryptocurrency, a diversified portfolio might have a variety of stocks, bonds and crypto included (among other investments).

Listen to the episode to learn more, and be sure to check out our other “Retirement Readiness” episodes!

Click here to connect with a member of the PrairieView Wealth team.

LinkedIn: https://www.linkedin.com/company/prairieview-wealth-partners/

Facebook: https://www.facebook.com/PrairieViewWealthPartners

Website: https://prairieviewwealthpartners.com/

Dr. Jake Aleck, Owner and Physician at Aleck Pain to Performance, joins today’s episode of “Retirement Readiness” to explore the impact physical health can have on our mind and body during retirement.

With three core pillars (movement, diet and muscle training) to his approach, Dr. Aleck shares how physical health can both extend your retirement and improve your quality of life in those later years.

Just like small financial habits can help you reach that two-comma lifestyle, small health habits can help you maintain muscle and mobility as you age. The key lies in creating a fitness and diet plan tailored to your specific needs, challenges and goals.

Hit “Play” to learn more about wellness in retirement, and click here explore our collection of “Retirement Readiness” episodes.

Click here to connect with a member of the PrairieView Wealth team.

LinkedIn: https://www.linkedin.com/company/prairieview-wealth-partners/

Facebook: https://www.facebook.com/PrairieViewWealthPartners

Website: https://prairieviewwealthpartners.com/

Do you want to ensure a financially stable and secure retirement for yourself? Compound interest might just be the key. 🔑

In today’s episode, Tim Regan and Katie Umland explore how compound interest and small lifestyle habits can add up to big results over your lifetime – whether you’re starting in your twenties or well into your retirement years.

And for those looking to build that “two-comma lifestyle,” even small contributions can grow exponentially over time, giving you a solid financial foundation for the future. It's truly amazing how your money can work for you!

Hit “Play” to learn more about the power of compound interest, and be sure to check out our other “Retirement Readiness” episodes.

Click here to connect with a member of the PrairieView Wealth team.

LinkedIn: https://www.linkedin.com/company/prairieview-wealth-partners/

Facebook: https://www.facebook.com/PrairieViewWealthPartners

Website: https://prairieviewwealthpartners.com/

Social Security is a great way to boost your retirement income, but it can also be confusing: How much will you get? When should you start collecting? Can you get those benefits if you or your spouse is still working?

We’ve got you covered. In today’s episode of “Retirement Readiness,” Tim Regan and Katie Umland discuss strategies you can use to optimize your Social Security – from delaying benefits to navigating benefits after a divorce and more.

Plus, find out which professions might nix you from Social Security and why.

Hit “Play” to learn more, and be sure to check out our other Retirement Readiness episodes!

Click here to connect with a member of the PrairieView Wealth team.

LinkedIn: https://www.linkedin.com/company/prairieview-wealth-partners/

Facebook: https://www.facebook.com/PrairieViewWealthPartners

Website: https://prairieviewwealthpartners.com/

What is Medicare and will you need it in retirement? What does it cover – and what does it cost?

Medicare is a popular health insurance choice for retirees, but it can also be confusing.

In this episode of the Retirement Readiness podcast, hosts Tim Regan and Katie Umland are answering some of the most common questions about Medicare.

From finding a plan with your doctor in-network to navigating costs, we’ve got you covered.

Plus, stick around for “Lessons Learned From the Table,” a new segment where our hosts share life and money lessons they’ve learned over the years – and how they can help you plan for the future.

Hit “Play” to learn more, and be sure to check out our other Retirement Readiness episodes!

Click here to connect with a member of the PrairieView Wealth team.

LinkedIn: https://www.linkedin.com/company/prairieview-wealth-partners/

Facebook: https://www.facebook.com/PrairieViewWealthPartners

Website: https://prairieviewwealthpartners.com/

Welcome to another episode of the Retirement Readiness podcast!

Today, host Tim Regan is joined by real estate professional David Cobb, who has more than two decades of experience navigating the market.

Thinking about selling your vacation home soon? Weighing the pros and cons of outsourced property management? We’ve got you covered!

Tune in to hear about how real estate can fit into your larger retirement plan – whether that’s purchasing investment properties or downsizing into a smaller home.

Plus, listen in as Cobb shares his tips for choosing a real estate agent with the skills and expertise necessary for success.

Hit “Play” to learn more, and be sure to check out our other Retirement Readiness episodes!

Click here to connect with a member of the PrairieView Wealth team.

LinkedIn: https://www.linkedin.com/company/prairieview-wealth-partners/

Facebook: https://www.facebook.com/PrairieViewWealthPartners

Website: https://prairieviewwealthpartners.com/

Does your retirement plan include lavish travel and endless adventure? Or do you dream of sitting on the couch with a great book, no schedule in sight?

However you envision your retirement, it’s important to remember that retirement can span several decades – and your health, goals and finances can vary greatly during that time.

In this episode of Retirement Readiness, Tim and Katie dive into purposeful retirement planning, including how you can balance rest, activity and purpose as you age.

From focusing on the future to keeping your social life active and even crossing off those bucket list items, there are several different considerations that should be factored into your overall financial plan.

Click here to connect with a member of the PrairieView team.

LinkedIn: https://www.linkedin.com/company/prairieview-wealth-partners/

Facebook: https://www.facebook.com/PrairieViewWealthPartners

Website: https://prairieviewwealthpartners.com/

Check out other episodes of the Retirement Readiness Podcast!

In retirement planning, mastering budgeting skills is essential - especially when it comes to planning for travel experiences!

In today’s episode of Retirement Readiness, hosts Tim Regan and Katie Umland talk traveling on a budget.

From tips for scoring great travel deals and discounts to the benefits of group travel, there are several ways you can check those destinations off your bucket list without breaking the bank.

Plus, learn what’s coming up next for this dynamic sibling duo – from sending kids off to college to welcoming new family members, the PrairieView family has big news to celebrate!

Hit “Play” to listen to the full episode, or click here to check out our library of other Retirement Readiness episodes!

Click here to connect with a member of the PrairieView Wealth team.

LinkedIn: https://www.linkedin.com/company/prairieview-wealth-partners/

Facebook: https://www.facebook.com/PrairieViewWealthPartners

Website: https://prairieviewwealthpartners.com/

Planning for the loss of a spouse in retirement isn’t an easy or fun dinner table topic – but it is an important part of preparing for financially stable golden years.

From Social Security benefits to pension payouts and insurance needs, there are several factors that you need to consider while crafting your plan.

While sharing end-of-life plans with an advisor can seem intimidating, these financial professionals are trained and experienced in solving even the most complex retirement problems - giving you peace of mind as you find footing in your golden years.

Click “Play” on today’s episode to learn more about how you can protect your family and finances against sudden loss during retirement.

Click here to connect with a member of the PrairieView Wealth team.

LinkedIn: https://www.linkedin.com/company/prairieview-wealth-partners/

Facebook: https://www.facebook.com/PrairieViewWealthPartners

Website: https://prairieviewwealthpartners.com/

Check out other episodes of the Retirement Readiness Podcast!