I was talking to someone the other day who's not a client, but I was talking to them about

retirement. And this is someone that I know has done very well for themselves in terms of what

they've saved, what they've invested, and I would assume their overall net worth. Now, I know this is

also someone that has lots of things that they are looking forward to in retirement. But what I was

surprised to find out was this person was terrified to actually retire. And dawned on me that as much as I could tell from the outside looking in that, yes, this

individual, if they do things correctly, could easily retire, two, three, four times over

even.

But in their mind, they were unable to connect the dots between what they wanted to do and where

they are today, and that prevented them from moving forward.

So what I want to do in today's episode is I want to make this a very practical, straightforward, easy episode to say,

what do you need to do to make 2025 the year that you actually retire? And as we're talking about

this, even if you're years away from retiring, or even if you're already in retirement, this episode

is going to be a good refresher to help you determine what needs to happen

for you to have a financially healthy retirement so that you can do what you want to do.

This is another episode of Ready for Retirement.

I'm your host, James Cannell, and I'm here to teach you how to get the most of the life

with your money.

And now, on to the episode.

So there's three things that you need to do. And number one is you need to assess your current financial

condition. What does that mean? Well, number one, review all of your assets. Review what you have.

This is everything from things like checking accounts and savings accounts. To what do you

have in 401 case? What do you have in IRAs? What do you have in Roth IRAs?

...