Ready.Set.Retire!

Lori and Jon discuss why a mid-year portfolio check-in is about more than just market headlines. From avoiding FOMO-driven decisions to evaluating whether your portfolio is aligned with your long-term goals, they share practical insights to help investors stay focused and disciplined. Hosted on Acast. See acast.com/privacy for more information.

Spring cleaning isn't just for your home – your finances deserve the same reset. Lori and Jon walk through how to review your portfolio, get ahead of taxes, understand your fees, and make sure your plan is aligned with where your life is headed. Enjoy the episode! Hosted on Acast. See acast.com/privacy for more information.

Tax season is a reminder that the best results come from planning ahead, not scrambling at the deadline. Lori and Jon share practical strategies for using tax‑efficient accounts like TFSAs and RRSPs wisely, thinking through life changes, and making confident decisions that add up over time. Tune in! Hosted on Acast. See acast.com/privacy for more information.

As RRSP season wraps up, Lori and Jon break down the classic question: RRSPs or TFSAs? They explain how income, age, and long‑term planning shape the right plan for you, and why using both accounts strategically can provide flexibility, reduce taxes, and manage OAS in retirement. Let's dive in! Hosted on Acast. See acast.com/privacy for more information.

Lori and Jon unpack what strong market headlines really mean for your own portfolio, and why your return might look different from the index. From cap-weighted vs. equal-weight performance to asset allocation, currency impacts, and new total cost reporting, they cover the key factors shaping your investment results. Happy listening! Hosted on Acast. See acast.com/privacy for more information.

Lori and Jon reflect on a strong 2025 and highlight the factors that supported double-digit market gains, including interest rate cuts, solid earnings growth, and policy support. They also share what they’re watching as portfolios head into 2026, and why discipline and active management remain key. Enjoy the episode! Hosted on Acast. See acast.com/privacy for more information.

Lori and Jon explore a key question for successful families: what happens when kids inherit wealth that they’re not ready for? They share strategies to pass on wealth wisely to help you avoid unnecessary taxes and prepare the next generation for financial confidence. Happy listening! Hosted on Acast. See acast.com/privacy for more information.

Lori and Jon discuss why back-to-school season is the perfect time to focus on the next generation. From RESP accounts to legacy planning, Lori walks through the best strategies to help you prepare, protect, and pass on wealth with confidence. Enjoy the episode! Hosted on Acast. See acast.com/privacy for more information.

Join Lori and Jon as they unpack why a mid‑year financial check-in is essential, especially amid shifting markets and political headlines. Discover how active management can help you protect your wealth, grow your income, and seize investment opportunities - plus, how rebalancing your portfolio keeps you on track. Happy listening! Hosted on Acast. See acast.com/privacy for more information.

In this episode, Lori and Jon sit down with Nicole Garton, President of Heritage Trust, to uncover the hidden risks in estate planning, and why naming a friend or family member isn’t always the best choice. They review the role of professional fiduciaries, addressing complex family dynamics, and how trust companies like Nicole’s are changing the game. Enjoy! Hosted on Acast. See acast.com/privacy...

In this episode, Lori and Jon dive into the state of the Vancouver housing market and explore what today’s trends mean for investors and retirees alike. Lori shares why a diversified, liquid investment strategy may offer more stability and long-term growth, especially for those approaching retirement. Happy listening! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Lori and Jon reflect on the past month since Trump's Liberation Day. They break down which sectors have been impacted and Lori’s outlook moving forward. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Lori & Jon welcomed Steve Parr, an Estate Planning and Corporate Lawyer, to discuss the different types of trusts and why open communication is key in estate planning. Steve also shares his expert advice on how families can ensure a smooth and organized transition of wealth, helping to avoid unnecessary stress and conflicts. Enjoy! Hosted on Acast. See acast.com/privacy...

On this week's episode, Lori and Jon explain why sector rotation is a game-changer for your investment strategy! They also dive into recent market shifts and the biggest mistakes investors make when they ignore sector trends. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Jon and Lori share how to set yourself up for long-term success this year. They discuss crafting a winning strategy and highlight the sectors to focus on to position yourself proactively in today’s economic climate. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Join Jon and Lori for a special milestone episode of Ready. Set. Retire! They reflect on the journey of the podcast, highlight their favourites guests, and share their 2025 outlook on the stock market and economy. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

As November is Financial Literacy Month in BC, Lori and Jon talked about the resources you can rely on to expand your knowledge and the key questions investors are asking in the current market in this week's episode. They also covered everything from how the markets are affected by U.S. elections and what you should be doing with your maturing GICs. Enjoy! Hosted on Acast. See acast.com/privacy fo...

On this week's episode, Lori and Jon are joined by returning guest Cindy David, Estate Planning Advisor and President of Cindy David Financial Group. Together, they discuss the benefits of a financial plan and how often you should be reviewing your plan. Cindy also shares the process of creating a financial plan for a client and adjusting your tax planning strategy since the capital gains inclusio...

On this week's episode, Jon talked about the common mistakes investors make during a correction and how to avoid them. They also discuss the downsides of DIY investing in retirement and the drawbacks of holding too much cash on the sidelines, especially in current market conditions! Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Jon and Lori are joined again by Melinda Burns from Ageless Adventures. Together, they talk about how travel enhances your quality of life in retirement. Melinda also shares her knowledge on everything from the latest travel trends to the best travel insurance options! Website: https://agelessadventures.com/ Enjoy! Hosted on Acast. See acast.com/privacy for more inform...

On this week's episode, Lori and Jon reflect on markets as we hit the mid-point mark of 2024! They discuss how to set yourself up for investment success, what sectors are working best, and how to deal with market ups and downs. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Lori and Jon are joined by Lori and Jon are joined by Cindy David, Estate Planning Advisor and President of Cindy David Financial Group. They talk about everything a business owner needs to know about valuing a business, selling a business, tax implications and so much more! Check out Cindy's website here: https://www.cindydavid.ca/ Enjoy! Hosted on Acast. See acast.com/pri...

On this week's episode, Lori and Jon celebrate 15 years of working together! They take a trip down memory lane and recap some of the main world events that have happened over the years and some of the most memorable guests who have been on the show. They also talk about what they have learned and what financial lessons to remember. Enjoy! Hosted on Acast. See acast.com/privacy for more information...

On this week's episode, Lori and Jon go over some tips on how to talk to your family about finances to ensure a secure future for all. They also talk about how to get started on family planning and how working with a financial advisor can help with the transition of wealth. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Lori and Jon are joined by Michael Scott, Partner at Clark Wilson LLP. Michael explains why a family might choose the help of an estate lawyer rather than handling estate matters themselves. He also explains some of the common issues he sees when helping families with estate planning and what advice he would give families to ensure an organized transition of wealth. Click h...