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. for retirement.

Hi, everyone, and welcome back to another episode of Ready for Retirement.

I'm your host, James Knoll.

And as I'm recording this episode, it's middle of April.

And things seem to be opening up more.

Life seems to maybe be returning more and more to normal for the first time in over a year now. And as life is returning to normal,

a lot's probably changed for a lot of people in last year, whether it's jobs, whether it's health,

whether it's income, whether it's a living situation. There's been a lot of upheaval. There's

been a lot of change for a lot of people.

So sometimes when that happens, it's good to have what you might call a tune-up of reviewing your

finances, everything from investments to taxes, to insurance, to making sure the right estate

planning provisions are in place. And I thought this would be a good time to do that. As things

are opening up,

as life is returning more and more to normal, let's take a look at our finances and let's make

sure that we're doing everything that we need to do. Let's make sure that in a year full of change,

we need to make sure that our investments in our finances are accurately reflecting that.

So we're going to do a little mini series. And it's just going to be a

financial tune up mini series where we look at taxes. How can we review our 2020 tax return to make

sure that we're doing everything we can going forward to ensure we're keeping taxes as low as possible

or doing all the right things there. Future episodes, we'll talk about investments. We'll talk

...