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 Cannell.

Today's episode is all about getting organized.

And specifically, how can you best organize your financial life in retirement because whether it's our desk our rooms our homes our to-do lists getting organized can seem

very overwhelming and in a lot of cases it is overwhelming but also in a lot of cases once you

finally start to get organized you realize that it's sometimes simpler than we thought

it would be. And it's just really the thought of it and the anticipation of getting organized

that is sometimes worse than actually the organization itself. And I find this a lot with financials.

Is there's this dread over, oh my gosh, I know I need to get organized. But once people actually do it,

they find it's a lot easier than they thought it would be. And it's because it's the anticipation

and it's the unknown, really, that makes it more difficult. It's really not knowing the steps

to take to get organized is more often than not what prevents us from doing so. So in today,

today my goal is to help you understand how you can

best organize your financial life. And what I want to do is just give you an overview of what

should be organized and some tips about how you can best do it. So that is today's episode.

Now, real quick, if you have not already done so, want to make sure that you know

and check out the YouTube channel we have. The YouTube channel is under Root Financial Partners.

You can find this episode as well as additional content and more content that we have plans to

be creating there as well. So check us out on YouTube. Please leave a review if you've not already

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