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.

Welcome to another episode of the Ready for Retirement podcast.

I'm your host, James Cannell.

And today we're going to be continuing our series in the financial tune-up series.

The goal of this is in a year filled with chaos and change and disruption. Now is a great time to look at our finances, to look at taxes,

investments, insurance, estate planning, make sure that everything is still in alignment

so that as our goals have changed or circumstances have maybe changed, making sure that

everything we're doing a financial perspective is right in alignment with that. On today's episode, we're going

to be talking about investments and what issues should you consider when reviewing your

investments to see if changes need to be made? Again, just like last episode, a copy of everything

I'm talking about today. So not just a not just the show notes, but an actual

checklist. A checklist of all the different items we're going to be going through today is

available on the Ready for Retirement website. So if you go to readyforretirement.co, ready for

retirement.com, search for today's episode. And in the show notes, you'll see a link to this

that you can access. But without further ado, let's jump into today's episode.

So as we are reviewing our investments to see if anything needs to change, the first thing

that we should start with is to see, has anything about your investment objectives changed?

Well, what does that mean?

Well, for starters, have anything like your goals, your time horizon, or the objective

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