Retirement Readiness, Episode 51: The Financial Planning Journey

In 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 years
• optimizing wealth while your career flourishes and during the family-raising years
• strategic wealth management as you transition into retirement

From 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!).

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