Discover the tips and strategies that will help you achieve your retirement goals.

I'm your host, James Canole, and this is the podcast dedicated to helping you retire well.

It all starts right here on Ready for Retirement.

Hi, everyone.

Welcome back to another episode of Ready for Retirement.

I'm your host, James Cannell.

We have a very special return repeat guest today.

Our Retailbleep is a vice president and partner at Root Financial and works very, very closely with me and all of our clients. So excited to have him back on the podcast,

Ari, welcome back. As always, my pleasure. Popular demand said, get Ari back. So popular demand is

there. We're getting Ari back. So we're excited

for this episode because Ari and I, as I mentioned, we talk, we not just talk, we work very closely.

Every single day we're talking. And we're always talking about what is it that brings the most

success to clients? How can we most effectively deliver the solutions we talk about to not just get

someone to retirement,

but really to transform their lives in a way of how can you use your money for what it was

meant to be used for? How can you alleviate the burden of it? How can you create that peace

of mind and quality of life? And there are some financial things and there's some non-financial

things. So I thought it would be best if we could chat through

some of those. What are those things that you can start thinking about to be ready for retirement?

Absolutely. And so that's really the bulk of what we do and what we want to do is give you all

a framework of what can you really think about. You know, what are the five best tips to go great? What can I do to

start understanding what I need to do to retire? And whether that's a few years from now, whether

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