Tim Regan - Podcast Details

Shows

Retirement Readiness Podcast#76: Stress vs. Strategy: How to Navigate Life’s Financial Crossroads with ConfidenceThis week on The Retirement Readiness Podcast, Tim Regan and Katie Umland dive into a topic that impacts every financial decision we make—stress.When life throws unexpected changes your way, from downsizing your home to helping adult children financially, the line between strategy and stress can blur. Tim and Katie break down how to prepare before the pressure hits, so you’re not making emotional decisions when the stakes are high.Through real client stories and personal insight, they explore why planning ahead is one of the most powerful ways to take ownership of your...2025-07-0230 min

Retirement Readiness Podcast#75: Rethinking Wealth: Why True Retirement Readiness Means More Than Just MoneyThis week on The Retirement Readiness Podcast, Tim Regan and Katie Umland take a step back from dollars and cents to ask: How do you really define wealth? Drawing from both personal stories and client experiences, Tim and Katie explore the ways wealth can mean much more than just a bank balance—from health and relationships to intentional living and finding time for what matters most.Tim shares the story of two funerals—one for a wealthy benefactor, held in a nearly empty room, and one for a janitor, filled to the brim with...2025-06-1626 min

Retirement Readiness Podcast#74: Retirement Road Trips: Embracing Adventure and Flexibility on the Open RoadThis week, Tim Regan and Katie Umland take a lighter approach on the Retirement Readiness Podcast as they explore the ins and outs of road trips in retirement. With summer on the horizon, Tim and Katie discuss why the freedom that comes with retirement is the perfect opportunity to rediscover the classic American road trip—whether it’s a weekend getaway, a cross-country adventure, or something in between.Drawing from their own experiences and stories from clients, they cover how travel styles shift in retirement, options for planning road trips (from fully spontaneous to professionally arranged), and the...2025-06-0230 min

Retirement Readiness Podcast#73: Employee Stock Ownership: Special Guest Laura RudzinskiThis week on The Retirement Readiness Podcast, Tim Regan welcomes Laura Rudzinski, a 31-year veteran of her company and long-time participant in its employee stock ownership plan (ESOP). Together, they explore what it really means to be an employee-owner, how an ESOP can play a unique role in retirement readiness, and the key planning considerations for those participating in such plans.Laura shares her experience with her company’s transition to an ESOP 20 years ago, the impact it’s had on her and her family’s financial future, and the practical pros and cons of having a signif...2025-05-1920 min

Retirement Readiness Podcast#72: Redefining Retirement: How to Build a Meaningful Semi-Retired LifeThis week, Tim Regan and Katie Umland explore the realities of semi-retired life—a stage where you’re “kind of working, you’re kind of retired” and figuring out how to make it work for you. They discuss common reasons people choose part-time or consulting work in retirement, from financial necessity and personal interests to simply needing something to do outside the home.Tim and Katie candidly reflect on the challenges and opportunities this lifestyle presents, emphasizing the importance of intention when designing your retirement years. As Katie notes, “If you’re gonna fill it with something, be intentional...2025-05-0929 min

Retirement Readiness Podcast#70: Financial Planning: From Building Wealth to Spending in RetirementIn 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 ensure your financial strategy sustains you through retirement, and Tim equates it to mountain climbing: “You would use different tools, different strategies to climb up the mountain than you would use coming back down."Together, Tim and Katie discuss practical strategies that retirees can implement to avoid riding the stock market roller coaster. They delve into the importance of managing the order of...2025-04-0826 min

Retirement Readiness Podcast#69: Managing Retirement Finances During Economic DownturnsIn 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 Regan engage in a candid discussion about the strategies retirees can employ to protect their financial security during turbulent market conditions."Once you hit retirement age, I lose all of my ability to flex…because I don't have income coming in anymore that I can recover with," Tim explains, emphasizing the importance of preemptive financial planning before a downturn occurs.Tim and Katie de...2025-03-2423 min

Retirement Readiness Podcast#68: The Sandwich Generation - Caring for Kids and Aging ParentsIn 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 the responsibilities of two generations? What are the financial implications, and how can you prepare for what's often an unpredictable but inevitable situation?"Every dollar can only be spent once," Tim reminds us, emphasizing the importance of intentional and proactive financial decision-making. The discussion dives into scenarios where familial assumptions can lead to unexpected complications if not addressed early on. Whether it's...2025-03-1334 min

Retirement Readiness Podcast#65: Embracing Change for a Better Retirement LifeThis 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 Tim Regan and Katie Umland delve into the complexities of moving in retirement, from deciding whether to downsize to contemplating a move to a retirement community.Many clients have grand plans to downsize their homes, imagining a significant financial windfall, but it doesn't always work out that way. Their discussion highlights how lifestyle factors often outweigh financial considerations, underscoring the importance of aligning your living situation with...2025-02-2428 min

Retirement Readiness Podcast#67: Navigating Retirement and Estate Planning in Blended FamiliesOn 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 the unique challenges and considerations blended families face when trying to ensure a fair and smooth transition of assets across their family structures.From understanding the dynamics of a family where "everything is ours" to addressing scenarios where individual asset maintenance is key, Katie and Tim outline strategies for effective communication and planning. As Tim poignantly observes, "You have to be intentional with how you plan for that."2025-02-2428 min

Retirement Readiness Podcast#64: Your Essential Guide to Choosing the Right Financial AdvisorIn 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 does a financial advisor do?" You're not alone. Many people might not even realize the full range of services and support a financial advisor offers—or what to look for when searching for one.We know selecting a financial advisor can feel overwhelming. Tune in as hosts Tim Regan and Katie Umland provide a comprehensive guide to help you determine what to look fo...2025-01-1427 min

Retirement Readiness PodcastProtect Your Digital World: Cybersecurity Strategies for RetireesIn this week's episode of The Retirement Readiness Project, we're tackling an issue that's becoming increasingly crucial for retirees: cybersecurity. Our hosts, Katie Umland and Tim Regan, dive into how retirees can protect themselves in an ever-changing digital landscape.Cyber threats evolve rapidly, and it's essential to stay one step ahead. Our guest breaks down the importance of using password management tools, like 1Password and LastPass, and explains how these apps not only store but also generate robust passwords.“Don’t send anything through email or text that you wouldn't put on a po...2024-12-3126 min

Retirement Readiness PodcastNew Year, New Financial Goals: A Fresh Take for 2025In this episode of The Retirement Readiness Project, we tackle an all-too-common financial pitfall: mentally spending your bonuses or pay raises before they hit your bank account. Hosts Katie Umland and Tim Regan offer sage advice on how to channel these financial windfalls strategically to build an emergency fund, pay down debt, and ultimately enjoy your earnings guilt-free.“If you think of money like time, it expands to fill what’s available,” Tim asserts, urging listeners to adopt a disciplined “pay yourself first” mindset for long-term financial health.Katie and Tim dive into practical New Year's res...2024-12-1733 min

Retirement Readiness PodcastCryptocurrency in Retirement: What You Need to KnowCurious about whether cryptocurrency has a place in your retirement portfolio? Tune in as Tim Regan and Katie Umland delve into this controversial yet fascinating topic! Together, they're breaking down the complexities of crypto and its potential implications on your financial future.Tim and Katie discuss the investment value of cryptocurrencies, the technology that underpins them, and whether it's too late to get on the crypto bandwagon. “The boat has sailed,” Katie suggests, noting that the meteoric rise in crypto values is unlikely to repeat. They also explore blockchain technology and its wide-reaching appl...2024-12-0326 min

Retirement Readiness PodcastSmart Holiday Spending: Budgeting Challenges and SolutionsEver grappled with holiday spending and budgeting? This episode of The Retirement Readiness Project is here to help! Hosts Tim Regan and Katie Umland walk you through practical tips and personal stories about navigating holiday expenses and setting up a budget that works for you.From the confusion of layaway programs to the pitfalls of credit card debt, Tim and Katie discuss why budgeting during the holiday season is essential. They share their experiences with spending awareness, end-of-year budgeting, and the importance of intentional gift-giving. "It's not just about what you can afford...2024-11-1831 min

Retirement Readiness PodcastNavigating the AI Revolution in Wealth ManagementThis week, join hosts Tim Regan and Katie Umland as they explore the rapidly evolving landscape of robo advisors and AI technology in the financial services industry. Are these technological advancements a threat to traditional financial advisors, or do they present new opportunities to enhance client services?Tim and Katie delve into how AI and machine learning are transforming everything from investment selection to tax planning. You'll hear concrete examples of how firms like Prairie View Wealth Partners are integrating AI tools to provide more tailored, efficient services without replacing the invaluable human touch.“The ba...2024-11-0426 min

Retirement Readiness PodcastThoughtful Decision-Making: The Key to Smart Tax Planning Before Year-EndIn this week’s episode, hosts Katie Umland and Tim Regan chat about the often-overlooked art of thoughtful decision-making and its impact on your financial future, particularly as the year comes to a close. They unpack valuable strategies for end-of-year tax planning and investment decisions, all while sharing a few personal anecdotes about holiday season chaos and recent family moves.The guest highlights concepts from the insightful book “The Road Less Stupid,” emphasizing the importance of taking time to think and plan rather than rushing into decisions. This episode also delves into how asking your brain questions can un...2024-10-2129 min

Retirement Readiness PodcastNavigating Family Finances: Communication, Planning, and Transparency for a Cohesive LegacyIn 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 to bring family members into conversations about financial planning and decision-making well before any end-of-life scenarios arise.From discussing the need to communicate with beneficiaries and those designated with power of attorney, to the importance of maintaining a "book of knowledge" for financial accounts and documents, this episode provides a comprehensive guide to ensuring your legacy is managed smoothly. “Financial discussions should ulti...2024-10-0727 min

Retirement Readiness PodcastBuilding Strong Financial Foundations: College Planning and Effective Money Management Strategies | Retirement Readiness, Episode 56This week’s episode explores a crucial aspect of financial readiness: how to build strong financial foundations through effective college planning and money management strategies. Hosts Tim Regan and Katie Umland tackle real-world issues associated with preparing for college costs, including financial conversations, planning timelines, and teaching kids about money management at an early age."Set a clear budget early to inform your college search and avoid unnecessary disappointments," emphasizes Tim Regan, highlighting the need for thorough planning to prevent financial pitfalls.Listeners will gain insights on how to align both parents on fi...2024-09-2330 min

Retirement Readiness PodcastFinancial Planning Needs for Different Clients | Retirement Readiness, Episode 55This week, we're diving into a question many people ask themselves: Do I really need a financial advisor – and if so, what should that relationship look like through the different phases of life?Often, your financial needs evolve through different stages of life – from early career to family life, pre-retirement, and into retirement. Hosts Tim Regan and Katie Umland explain why it’s crucial to find a financial advisor who specializes in where you’re at right now, whether it’s managing student loans and setting up your first 401(k), or navigating stock options and estate planning later in l...2024-09-0927 min

Retirement Readiness PodcastEntrepreneurship in Retirement Success Stories | Retirement Readiness, Episode 54Have you ever wondered what life could have been if you'd pursued a different career?Today, hosts Tim Regan and Katie Umland dive into the exciting possibilities of working after retirement or embarking on an entrepreneurial journey as a retiree. They share real success stories to help inspire your "second act” – from a previous client who became a global tour guide to an RV-lover who’s spending their retirement as a campground landlord.“A lot of times people get to that age where they're like, ‘I feel like it's time for me to stop doing what I'm d...2024-08-2619 min

Retirement Readiness PodcastDo You Need a Financial Advisor After Retiring? | Retirement Readiness, Episode 53In this episode of the “Retirement Readiness” podcast, our hosts discuss the importance of having a financial advisor even after retirement, emphasizing that retirement is not an endpoint but an ongoing journey that requires guidance. With new complexities like tax planning and required minimum distributions, an advisor can help you take a whole-life approach to keep your goals and money on track. “Where we start to see the value in an advisor is in that forward-looking: Let's be really mindful and thoughtful about the Two Comma life you're trying to live, and how we can get the most o...2024-08-1227 min

Retirement Readiness PodcastHow Can I Become Independently Wealthy? | Retirement Readiness, Episode 52Wondering how to become independently wealthy?In our latest episode of the “Retirement Readiness” podcast, hosts Tim Regan and Katie Umland dive into:What “independent wealth” truly meansHow building wealth and generating income are differentThe importance of creating specific goals, designing an intentional path to success, and planning for obstacles you’ll face along the waySometimes, those obstacles are deciding between your priorities, like answering work emails or making it to the Saturday morning softball game. It could also involve having tough conversations with your spouse, who may have a different vision of success in mind. 2024-07-2926 min

Retirement Readiness PodcastRetirement Readiness, Episode 51: The Financial Planning JourneyIn today's episode of "Retirement Readiness," hosts Tim Regan and Katie Umland explore the evolving phases of financial planning across one's lifetime. They break down the journey into three key stages: establishing a career and financial foundation in your early yearsoptimizing wealth while your career flourishes and during the family-raising years strategic wealth management as you transition into retirementFrom starting 401k contributions to protecting assets and planning legacies, you’ll hear actionable “bullet point” tips for each stage (and some real-world examples from Tim and Katie themselves!).Click “play” to get started or explore our librar...2024-07-1540 min

Retirement Readiness PodcastRetirement Readiness, Episode 49: Living the Two Comma Life in RetirementIn this episode of the “Retirement Readiness” podcast, Tim and Katie explore the concept of cultivating a "millionaire mindset" focused on abundance, freedom, and living a life filled with purpose. Listen in to discover:Finding your calling and what brings you joyMaking small, consistent changes to achieve big resultsThe importance of breaking free from limitations outside of your fishbowlDesigning your own fulfilling retirement, regardless of net worthPlus, Tim and Katie offer practical tips and strategies to help you transition into a vibrant and meaningful retirement, encouraging you to live life to the fullest – with or without Two Co...2024-06-1726 min

Retirement Readiness PodcastRetirement Readiness, Episode 48: Retirement and GrandparentingDream of spending your retirement with grandkids? This episode of “Retirement Readiness” tackles how to balance that joy with smart financial planning. Tune in to: Learn how to invest strategically for their future with different tax-advantaged accounts, from 529s to custodial accounts. Discover why clear communication with your spouse, kids, and grandkids is key.Explore the importance of keeping your overall vision for your Two Comma life in focus while planning for the future.Consider how you can best support your loved ones, even if the outcome isn’t always necessarily “equal.”“If you take a minute and kind of...2024-06-0330 min

Retirement Readiness PodcastRetirement Readiness, Episode 47: Navigating Cognitive Health in RetirementDive into the world of cognitive health in retirement with hosts Tim Regan and Katie Umland on this week's episode of the “Retirement Readiness” podcast! Even though we often think of cognitive decline in retirement as a given, it doesn’t necessarily have to be. Here’s what you need to know:Cognitive health is all about creating new connections and pathways within your brain. If you do the same things day in and day out, eventually it becomes second nature and your brain can fall into “autopilot” mode.To keep your brain feeling fresh, it’s important to...2024-05-2027 min

Retirement Readiness PodcastRetirement Readiness, Episode 46: What is Longevity Planning?In this week's episode of the “Retirement Readiness” podcast, hosts Tim Regan and Katie Umland discuss the importance of longevity planning leading up to your retirement. Longevity planning involves a holistic approach to not only your finances, but your health, mobility, relationships, and more. “When we talk about longevity, it really turns into: How do I make sure I have enough money? How do I make sure I have enough healthspan?” Tim explains.Of course, finances play a key role in that planning as well – and although it’s virtually impossible to predict exactly what your income...2024-05-0626 min

Retirement Readiness PodcastRetirement Readiness, Episode 45: How Can You Stay Active in Retirement?Staying active in retirement is a crucial aspect of maintaining a healthy and fulfilling lifestyle – but what exactly is an “active” lifestyle, and how can you get started?In this episode of “Retirement Readiness,” hosts Tim Regan and Katie Umland explore how being active can vary from person to person and within different phases of life. While one individual’s goals might include grocery shopping or playing with the grandkids, another might be aiming for monthly ski trips. “‘Active’ can have lots of different definitions, both before retirement, but then also in retirement,” Tim explains. “And what we found is t...2024-04-2222 min

Retirement Readiness PodcastRetirement Readiness, Episode 44: How Can You Balance Risk and Reward in Your Retirement Investments?With the upcoming election year and recent discussions around inflation, understanding how to manage risk in your investments is more important than ever. In our latest episode of “Retirement Readiness,” Tim Regan and Katie Umland explore the crucial topic of balancing risk and reward in your portfolio – also known as “risk management.”“The way I like to think about risk really is: What's the likelihood that I'm not going to get the outcome that I'm looking for” Regan explains. Although it’s impossible to eliminate all risk when investing, you can use your personal risk tolerance to build a plan tha...2024-04-0822 min

Retirement Readiness PodcastRetirement Readiness, Episode 43: What Does Health Look Like (and How Can You Be Healthy)?Tune in to this special health-focused episode to hear from our guest, Nick Becker, the owner of Aspire Gymnastics Academy. Host Tim Regan explores how (much like with our financial lives) small health decisions can make a big impact on your wellness and longevity. Plus, hear some methods Nick and Tim are using to keep their own health on track, from intermittent fasting to ice baths and beyond. Press “play” to listen to the full episode, and be sure to check out our other “Retirement Readiness” episodes for more life planning information, financial insights, and more.2024-03-2126 min

Retirement Readiness PodcastRetirement Readiness, Episode 42: Creating Financial Stability in Retirement: The Power of AnnuitiesIn this episode of the “Retirement Readiness Podcast,” hosts Tim Regan and Katie Umland discuss income strategies in retirement. They address the confusion surrounding annuities and emphasize the importance of having a stable income stream to support a comfortable lifestyle in retirement. Hit “play” to learn more about the pursuit of financial stability in retirement – and be sure to check out our other “Retirement Readiness” episodes for more financial planning information, guidance and news.Click here to connect with a member of the PrairieView Wealth team.LinkedIn: https://www.linkedin.com/com...2024-03-0728 min

Retirement Readiness PodcastRetirement Readiness, Episode 41: Exploring the World of Franchising with Jason MarkowiczIn this episode of the “Retirement Readiness Podcast,” hosts Tim Regan and Katie Umland are joined by Jason Markowicz, owner of Fitness Premier and experienced franchisee.Listen in as they discuss the world of franchising, including the benefits of being a franchisee under an established company and the importance of having passion for your business.With his previous role as a franchisee for Massage Envy to his current role as a franchisor in the fitness industry, Jason brings a high level of insight to each step of the process.He also dispels the myth...2024-02-2227 min

Retirement Readiness PodcastRetirement Readiness, Episode 40: What is an Estate Plan (And Do You Need One)?In today’s episode, hosts Tim Regan and Katie Umland explore the value of estate planning for individuals at each stage of life.Estate planning is the process of documenting how you’d like your assets distributed after your passing or in the event that you become incapacitated.However, estate planning isn’t just about finances – it can also include healthcare directives and directions for who you’d like to raise any minor children in your care.For many, an estate plan provides an opportunity to make a meaningful impact and support causes that align...2024-02-0831 min

Retirement Readiness PodcastRetirement Readiness, Episode 39: Giving Back and Supporting Foster Care Children with CASAAs 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 th...2024-01-2531 min

Retirement Readiness PodcastRetirement Readiness, Episode 38: Grow and Protect Your Savings with a Diversified PortfolioYou 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 th...2024-01-1126 min

Retirement Readiness PodcastRetirement Readiness, Episode 36: The Power of Compound Interest – How compound interest can work in your favor when saving for retirementDo 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 “Pla...2023-11-3024 min

Retirement Readiness PodcastRetirement Readiness, Episode 35: How to Maximize Your Social Security BenefitsSocial 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...2023-11-1622 min

Retirement Readiness PodcastRetirement Readiness, Episode 34: Navigating Medicare – Understanding the ins and outs of Medicare and how it affects your retirement healthcareWhat 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 mone...2023-11-0231 min

Retirement Readiness PodcastRetirement Readiness, Episode 33: Investing in Real Estate for RetirementWelcome 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 e...2023-10-1938 min

Retirement Readiness PodcastRetirement Readiness, Episode 31: Traveling on a BudgetIn 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...2023-09-2120 min

Retirement Readiness PodcastRetirement Readiness, Episode 29: Don't Get Ripped Off: 10 Steps for Choosing the Right Financial PlannerThis week, Tim Regan and Katie Umland of PrairieView Wealth Partners dive into the top ten considerations you should have in mind when choosing a financial advisor, including: fiduciary duty, trust, understanding, values, credentials, regulatory background, compensation structure, technology, teamwork and a long-term relationship.Financial planning can seem like a daunting task, but it doesn't have to be.By using the factors outlined above, you can find an advisor who acts in your best interest, understands your needs and is capable of guiding you towards your financial goals.Click “play” to hear more abou...2023-08-2430 min

Retirement Readiness PodcastRetirement Readiness, Episode 28: Part-time Work in RetirementIn this episode of the Retirement Readiness Podcast, hosts Tim Regan and Katie Umland highlight the benefits of part-time work, including providing structure, purpose and social interaction for retirees.For individuals whose identities are tied closely to their careers, transitioning abruptly from full-time work to retirement can be challenging.Regan and Umland also discuss the financial considerations of part-time work, addressing concerns about Social Security benefits and Medicare premiums.They highlight the numerous options available, from diverse part-time jobs to volunteer work, that can provide a fulfilling retirement experience.Click “play” to h...2023-08-1019 min

Retirement Readiness PodcastRetirement Readiness, Episode 25: The Difference Between Social Influencers and Financial AdvisorsThe internet is chock-full of advice and content – but how do you know which sources are legitimate?In this week’s episode of Retirement Readiness, Tim Regan and Katie Umland discuss why social influencers aren’t always the best resources for financial advice.While registered advisors attain years of schooling prior to entering the workforce, social influencers are often motivated by likes, views and paid promotion opportunities.Similarly, social influencers aren’t held to the same regulatory standards as financial advisors – adding additional risk to your retirement plans.Watch the full episode to...2023-06-2916 min

Retirement Readiness PodcastRetirement Readiness, Episode 23: Credit Clean-Up Tips to Get Your Kids Ready for CollegePreparing 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 experiences with money, and how they’re choosing to teach finances to their own growing children.Click here to connect with a member of the PrairieView Wealth team....2023-06-0121 min

Retirement Readiness PodcastRetirement Readiness, Episode 22: Downsizing and Simplifying in RetirementThe 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 convenience? In this episode of Retirement Readiness, Tim Regan and Katie Umland share their insights from years of experience helping clients build custom retirement plans. The...2023-05-1816 min

Retirement Readiness PodcastRetirement Readiness, Episode 21: Tax Advantages of Installing Solar Panels on Your HomeThis 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 episode of Retirement Readiness, we’ll be exploring the tax benefits of installing solar panels, including federal tax credits and state credits.For homeowners and bu...2023-05-0420 min

Retirement Readiness PodcastRetirement Readiness, Episode 20: The Roadmap of Financial DisasterThis 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 that you have the financial security you need to enjoy your golden years and avoid financial disaster.Tune in to the full episode to hear all our top tips from hosts Tim Re...2023-04-2019 min

Retirement Readiness PodcastRetirement Readiness, Episode 19: Financing Retirement Through Social Security, Pensions and Personal SavingsIn 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 – which can help your money keep pace with inflation and grow over time.This episode is chock-full of helpful retirement financing tips. You’ll learn the...2023-04-1023 min

Retirement Readiness PodcastRetirement Readiness, Episode 18: 7 Clever Ways to Save an Extra $100 Every MonthAn 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 little goodies each time you’re shopping at Target, but how do those small purchases add up over time?This week...2023-03-3117 min

Retirement Readiness PodcastRetirement Readiness, Episode 7: Finding Significance Through ServiceListen as Tim and Damion Navarro talk about finding significance through service in Retirement.2022-10-2717 min

3 Beer PodS8EP9 - Summer Stubby 1 - The One Where They End Up in MattawaThe boys are stopping by for a summer update.Clean out of the Beer Buzzzzz files, some new vids and how Cory and Tony (aka Chris & Tim) ended up in the shadow of the Laurentian Mountains.2022-07-2941 min

3 Beer PodS8EP5 - Y'all come back now, ya hereBoys settle in for some weekday beers and a round of spitballin.Tim's Top 3 returns.General Lee SpeakingAnd the Goat gets a hole in one.2022-06-0442 min

3 Beer PodS7EP6 - Richard Ravenhawke: Psychic • Reiki Master • Spiritual Coach • Past life reader.Crack some brews this week and join Psychic Richard Ravenhawke on Ep6.Super Bowl recap.Tim's going to be rich, Chris...ummmm.Beer Buzzzz - good things happening at The Grove.General Lee Speaking - final episode synopsis.Hand drawn license plate.Wild weekend at the WM Open.2022-02-1645 min

3 Beer PodS6EP14 - Andy FantuzCFL legend Andy Fantuz stops by to chat football and beer.Beer Buzzzz - Hawaiian beer stream, drinking in the colosseum and Tim's Beer Nutrition to help while you're in ICU.Urban Dictionary trend is all kinds of wrong.Moustache of the Week and Dougie "Fresh" Ford's fav moustaches.Adventures in Auctioning!2021-11-2455 min

3 Beer PodS6EP12 - Canadian Baseball Hall of Fame and MuseumWhatcha Drinkin' Bahd: Fingask '45 & Pineapple LoFi from Sons of Kent and Outstanding Pub Ale, Southpaw IPA & Squeeze Play from Left Field Brewery.Scott Crawford from Canadian Baseball Hall of Fame and Museum in St. Mary's Ontario. 2021 induction ceremony November 16th. Grab a Left Field Oustanding Pub Ale to support the Hall of Fame.Kijiji success for Tim! And future money making ideas.Chris blows the budget on lights.World record attempt coming?Big news in S6EP13.2021-11-1048 min

3 Beer PodS6EP10 - Beer Mile recapThe fellas got together for a shindig on the weekend.Beer Buzzz: Old woman gets beer delivered for 107th, Innis & Gunn looking for winners, Bellwood's Cellar sale, new beer for the Canadian Hall of Fame from Left Field and a Canadian wins the Beer Mile - a detailed recap (WARNING - the video pod includes vomitting)Complaint Corner: Tim hates warm beer at the LCBO - get on it Mildred. And Chris is getting new internet...after an exhausting negotiation.Kijiji is still hates the pod.2021-10-2750 min

3 Beer PodS6EP9 - Kijiji sucks & Balloon World CupThe boys recap their weekend at Natterjack and Red Barn.Chris is a sucker for punishment and is back on Kijiji and Tim's looking for a shuffleboard.Oh Buddy: Naked real estate agent.And the World Balloon Cup is a thing.2021-10-2039 min

3 Beer PodS6EP8 - Pizza Man!Chris brings up some childhood trauma.Tesla's gigabeer.Tim's Christmas wishlist.Ohh Buddy - gotta pee and a sinister rooster.2021-10-1349 min

3 Beer PodS6EP6 - Niagara College's Brewmaster Professor Jon DowningThe boys head to beer school with Jon Downing from Niagara College.The Canadian Brewing Awards.Tim's Beer Nutrition sounds disgusting.Chris had to pause Deadliest Catch for EP6.2021-09-2949 min

3 Beer PodS6EP2 - Red Barn & Surprise GuestSeason 6 is rolling and the boys chat about the upcoming Red Barn Grand Opening with Denny and our first every surprise guest. Tim has no idea who it is and must ask questions before guessing what makes this guy famous. **Spoiler alert...you'll want to adjust your volume for this guy!**2021-09-1551 min

3 Beer PodS5EP9 - Do these cats have buttholes?The boys are free-ballin S5EP9Whatcha Drinkin' Bahd - Tim tries an imposter beer and gives his opinion.Beer Buzzzz - Goose sh!t beer.Beer & Baseball: Beer Cup Snake, Dippin Dots guy and ball players that look like all dads.Tim shows us his Top Dads for Father's Day.And a round of Fill in the Blanks - and pray for Dora.Cheers.2021-06-1643 min

3 Beer PodS5EP8 - Former NHL Tough Guy & Professional Boxer - Nathan PerrottTim returns from the dead.New Brew Debut from Red Barn Brewing - Ground Floor Vienna Lager available Friday (June 11th)Chris kicks himself out of the pod, but unfortunately returns.Nathan Perrott joins the pod. Talks about punching people in the face on the ice, then eventually the ring. Shows off his 3 beers (don't tell him) Molson Canadian's Stanley Cup Batch and that leads to drinks out of a dirty ole trophy.Tim explains vertigo and has an excuse for years of walking sideways.Cheers. 2021-06-0954 min

3 Beer PodS5EP7 - Internet's Favourite Dad - @BrittlestarTim's under the weather, so for the first time ever (EVER!) Chris is drinking alone.Internet star @Brittlestar joins the pod to talk about going viral, notifications, meeting Grumpy Cat and his neighbours ruining his shoots.Chris' dumb dog makes an appearance.2021-06-0252 min

3 Beer PodS5EP4 - Blue Jays PA Announcer Tim LangtonWhatcha Drinkin Bahd: Muskoka Brewery, Big Family Brewing Co., Beau's, Whitewater Brewing Co. and Red Barn Brewing Co.Boys talk to the guy behind the voice at the Rogers Centre/Skydome, Tim Langton.Chris shares his rejection story from New Liskeard radio.Beer Buzzzzz: Red Barn anniversary pack and Queen beer.Chris Berman turns 66 and loses his $h!t.Tiger roaming the neighbourhood in Houston and that's not the weirdest part of the story.Lethbridge bike ride ends in rattlesnake den.2021-05-1256 min

3 Beer PodS5EP3 - Freestylin with Chris & TimChris and Tim fly solo tonight.Couple of new beers from Red Barn Brewing Co. and Sons of Kent. Adult Unboxing from Beau's and Big Family Brewing Co.Beer Buzzzz: Denver Beer Co. fails at raising money for the Rockies, Beer for Vax in NJ, running out of beer in the UK and New Belgium's Torch Earth tastes horrible (and they know it)Decent or D-Bag.Do you damn Census.Weekend at Bernie's funeral plans.And stay tuned for Bucketfest tickets!2021-05-0553 min

3 Beer PodS5EP1 - Curling champ Glenn HowardThe fellas are back for Season 5!Chris needs a haircut, Tim has no beard. Besides that - nothings changed.The boys welcome Canadian curling legend Glenn Howard, talking beer and curling - Canada's two unofficial sports.Beer Buzzzz - new brew from Sons of Kent and Red Barn, and the Czech's are drinking less.Get your shot so we can party.And a fn bobcat attack.2021-04-2154 min

3 Beer PodS4EP12 - Beer and baseball with Joe SiddallBall season is back and we bring back Sportsnet's Joe Siddall.Joe breaks down the Jays and Tigers upcoming seasons, playing the "one-more" game and ending his career catching a perfect game.Beer Buzzzz: Collective Arts is looking for art, Nickel Brook's free Tuesday delivery (code: BEERME) and grab your 50/50 tickets and support C-K Hospice and C-K Children's Treatment Centre (https://ckcharity5050.com/)Kim Mulkey needs a new game plan to deal with her mask.Chris & Tim breakdown the heartbreak of Chuck & Roseanne's Tinder date.2021-03-3152 min

3 Beer PodS4EP10 - Sarnia's Imperial City Brew HouseWe meet Craig and Kyle from Sarnia's Imperial City Brew House. The guys talk about going from home brewers to business owners, dealing with COVID and their connection to astronaut Chris Hadfield.Newfus Dewfus, Things They'd Never Say and Tim reads a St. Paddy's Day curse.Cheers.2021-03-1745 min

3 Beer PodS4EP8 - Comedian Jeff LeesonIntroducing Drift from Sons of Kent in the Beer Buzzzz.Tim suggests the Baby Beer Bong and a 12-year old is selling stun guns. Chris and Tim tell the story about a former teammate who tried to sell them lazer pointers.Comedian Jeff Leeson talks about what it's like trying to tell jokes and tour during a pandemic. Jeff sticks around for the Name Game.Watch the Van Halen/Stevie Wonder mashup.Try out MyHeritage's Deep Nostalgia.2021-03-0354 min

3 Beer PodS4EP3 - Craft Heads Brewing CoMeet Bryan from Craft Heads, happy birthday to the Great One (and Tim's not so great) and we play Name Game for the first time.2021-01-2750 min

3 Beer PodS3 EP11 - Black Gold BreweryChris and Tim meet the founders of Petrolia's Black Gold Brewery, Beer Buzzzz, a comfortable driver, Bad Name Hall of Fame nominations, and Decent or D-Bag.2020-12-0248 min

3 Beer PodS3 EP08 Free For AllChris and Tim introduce the new Flamingo Vision from Sons of Kent.Beer Buzzzz features a man crawling on a crosswalk, Mo of the Week, Newfus Dewfus, odd names in sports and a round of Hi-Lo-Cameo.2020-11-1144 min

3 Beer PodS3 EP07 Collective Arts BreweryChris and Tim are joined by Ryan the brew master from Collective Arts . Hear about all the awesome stuff being pumped out by Collective Arts and some hints of thing to come. Also, Hi-Lo-Cameo and the Mo of the Month. 2020-11-0443 min

3 Beer PodS3 EP04 - Body Break's Hal JohnsonBody Break's Hal JohnsonKeeping fit and having fun with Hal Johnson!Beer Buzzzz and Tim's new toy.2020-10-1445 min

3 Beer PodS3 EP03 - Welcome to the 2020 Beer DraughtIn honour of the NHL Draft on Tuesday, the boys draft/draught their beers over three rounds.Beer Buzzzz - potty mouthed parrots, dry October and no-alcohol beers. Also, should I buy a bidet?And Tim hates Eddie Van Halen.2020-10-0734 min

3 Beer PodS2 EP11 - Good Things Happening at Sons of Kent BrewweryChris and Tim chat with the four owners from Sons of Kent Brewery in Chatham, ONNew beers being released from Sons, what does it take to be an awesome brewery and Ask a Brewer.Beer Buzz - Welly Can Land and Jumping out of a plane 2020-09-0947 min

3 Beer PodS2 EP10 - Wellington BreweryChris and Tim chat with Kyle and Jeff from Wellington Brewery. The guys sample the Rising Tide Collaboration Mix Pack which was brewed by Wellington with 4 other Ontario Craft Breweries. Beer Buzz - Beer for dogs, problems with contact tracing and fun with air compressors gone wrong. 2020-09-0244 min

3 Beer PodS2 EP09 - Trestle Brewing CompanyChris and Tim chat with Matt Small from the Trestle Brewing Company in Parry Sound, Ontario. Beer Buzz - Sports! at Refined Fool is open, a use for Bud Light cans and Tim's Book Club 2020-08-2635 min

3 Beer PodS2 EP08 - Clear Lake Brewing and Muskoka Beer SpaChris and Tim score all of the details about Clear Lake Brewing and Muskoka Beer Spa from Melissa and Karly. 2020-08-2135 min

3 Beer PodS2 EP07 - WNBA and Canadian Basketball Star Bridget CarletonChris and Tim are going into the bubble - the WNBA bubble! Chatting basketball, starting, the bubble and the Olympics with Bridget Carleton!2020-08-1945 min

3 Beer PodS2 EP06 - Canadian Broadcast Legend Mark HebscherChris and Tim chat with Canadian broadcast legend Mark Hebscher. Hesby shares the worst coach to interview, where the "Hebsy Awards" came from and how not to fire someone. The guys also learn who "The Greatest Athlete (You Never Heard of) is and why Hebsy needed to share his story. Beer Buzz: Bad translation leads to terrible name for beer and more Bad Idea Bro!2020-08-1254 min

3 Beer PodS2 EP05 - Refined Fool BreweryJoin the boys for a drink and meet Matt and Nathan from Refined Fool Brewery in Sarnia, Ontario.Chris and Tim debate what's worse than mustard beer (Bad Idea Bro!) and what the athletes are missing most in the bubble. 2020-08-0543 min

3 Beer PodS2 EP04 - Canadian Basketball Legend and Toronto Raptors Broadcaster Leo RautinsChris and Tim are joined by Canadian Basketball Legend and Toronto Raptors Broadcaster Leo Rautins. Just finishing up quarantine, Leo talks about this career as a professional basketball player, Canadian National Basketball team member and Toronto Raptors Broadcaster. Leo enjoys some wine while Chris and Tim try some beer from the Muskoka area and some fresh brews some Left Field Brewery in Toronto. 2020-07-2946 min

3 Beer PodS2 EP03 - Comedian Jeff Leeson and The Grove Brew HouseChris and Tim connect with comedian Jeff Leeson and talk about what it's like to be a comedian during COVID, crappy internet service and best (and worst) places for comedy. Donavan from The Grow Brew House in Kingsville, Ontario shares the delicious lineup of award winning beers available at the brewery. 2020-07-2252 min

3 Beer PodS2 EP02 Edmonton Oiler Assistant Coach Brian Wiseman and Nita Beer CompanyChris and Tim catch up former hockey standout and current assistant coach of the Edmonton Oilers Brian Wiseman.Andy from Nita Beer Company in Ottawa, Ontario shares how to go from being a volume drinker to owning your own brewery.2020-07-151h 03

3 Beer PodEP12 - Flying with Snowbird Chris Hope and Exciting News from Red Barn BrewingChris and Tim are joined by former Canadian Snowbird Pilot Chris Hope. Major Hope takes us through what is it like to be a Snowbird and what are beautiful country looks like from the cockpit. Red Barn Brewery shares with us some exciting news for the upcoming week. What you drinkin' bahd?Sons of Kent, The Grove and Muskoka Brewery 2020-06-2447 min

3 Beer PodEP11 - The One Where Jesse Lumsden Was Stuck in TrafficChris and Tim hang out and chat while Jesse Lumsden is stuck in traffic. Lots of good stories and great ideas over a few beers. Beer Buzz, Beer Would You Rather and What You Drinkin' Bahd?Featuring beers from Sons of Kent, Clifford Brewing, Fairweather Brewery, Collective Arts 2020-06-1738 min

3 Beer PodEP10 - Talking Beers and Hammers with Dave DepencierChris and Tim chat with home builder and "Reno My Reno" star Dave Depencier. What you drinkin' bahd?Sons of Kent, Muddy York and Left Field 2020-06-1044 min

3 Beer PodEP09 - Hockey Night in Canada's Ron MacLeanHockey Night in Canada's Ron MacLean enjoys a beer with the boys and talks hockey, Grapes, Olympics and Battle of the Blades.Whatcha Drinkin' Bahd? Sons of Kent, Waterloo Brewing, Cameron's Brewing, Collective ArtsBeer Buzzz: Tim the Beer Insider's update on OV.2020-06-0338 min

3 Beer PodEP08 - Former NHLer Todd Warriner Stops by for ChatChris and Tim chat with NHL 1st round pick, 1994 Olympic silver medalist, Battle of the Blades 3rd place finisher, broadcaster and good dude, Todd Warriner.Beer Buzzz - Is OV being discontinued? Red Barn Brewery has some big news coming soon. Is take out beer and spirits here to stay?What you drinking bah'd? Sons of Kent - Berry WhiteSandwich Brewing Co. - Prairie SunshineRailway City - Orange Creamsic AleCollective Arts - Pineapple Vanilla IPARefined Fool - Canatara!Hometown Brewing - Hazy Susan IPA 2020-05-2750 min

3 Beer PodEP07 - TSN's James Duthie Talking Maggie the Monkey, NHL Returning and Teeing UpChris and Tim chat with TSN's James Duthie talks Maggie the Monkey, NHL returning, golf and more. Beer Buzzzz: Moistly Mosaic from Stray Dog Beer & Steam Whistle needs your empties. Whatcha Drinkin Bahd? Beau's Brewing Co., Dominion City Brewing Co., Flying Monkeys Craft Brewery and Sons of Kent.2020-05-1936 min

3 Beer PodEP06 - Tasting Beers with Stephen Rich from Cowbell BreweryBeer Buzz featuring Sons of Kent as they are bringing back a fan favorite seasonal craft beer and an announce a new beer release. Chris and Tim meet Stephen Rich from Cowbell Brewing Co in Blyth, Ontario. They discuss this unique, destination brewery and sample some delicious summer craft beers 2020-05-1241 min

3 Beer PodEP05 - Beer and Baseball with Former MLB'er and Broadcaster Joe SiddallBeer Buzz talking about craft breweries are hurting and how can they keep things going. Chris and Tim welcome former MLB catcher, current Jays broadcaster, Windsor's Joe Siddall. 2020-05-0550 min

3 Beer PodEP04 - Hear the Great Story Behind Natterjack BreweryChris & Tim play What You Drinkin' Bahd, talk about doing their best to help drink beer and eat potatoes before they go bad and how can you get beer delivered to your house. Natterjack Brewery in West Lorne, Ontario shares their story of how they are honouring Matt's Dream. 2020-04-2838 min

3 Beer PodEP03 - Talking Beer with Former NHL Goalie Marty Turco Owner of Kingsville BreweryChris & Tim play Whatcha Drinkin' Bahd, Beer Buzzzz, and Real Beer or Fake Beer. Special guest Marty Turco, former NHL goaltender and part owner of Kingsville Brewery in Kingsville, Ontario. 2020-04-2145 min

3 Beer PodEP02 - Let's Meet Red Barn Brewing CompanyChris & Tim play Whatcha Drink Bahd, Beer Buzzz, Real Beer or Fake Beer and we meet the family behind Red Barn Brewing Co. in Blenheim, Ontario.2020-04-1436 min

3 Beer PodEP01 - The Debut Episode with Sons of Kent BreweryDebut episode of the 3 Beer Pod. Chris & Tim play Whatcha Drinkin' Bahd?, Beer Buzzzz and special guests Doug & Colin from Sons of Kent Brewery in Chatham, Ontario. 2020-04-0737 min

Uphill Conversations41: Tim & Regan Hillyer – Manifest What You DesireRegan Hillyer joins us as a guest co-host for this episode of Uphill Converstaions where she and Tim really dig in to what can happen when you manifest what you desire – why people don’t make it and why they aren’t realizing their visions and dreams. Show Notes: Belief that we can manifest anything we desire Biggest limitation can be our fear of not having the perfect road map or plan Deliberately disrupting the traditional method of following in others footsteps to think and do differently Don’t just make the decision to jump, actually jump –...2017-05-2900 min