Ready.Set.Retire!

When it comes to investing, Canadians have many options to choose from! On this week's episode, Lori and Jon discuss which is better out of the 2 most popular routes: Real Estate or Stocks? They explain the main differences between the two and how they compare in historical performance. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, as today marks International Women’s Day, Lori and Jon take this opportunity to discuss the most common traits of female investors. They also discuss how our relationship with money changes as we age, what is considered a good relationship with money, and how health plays a role in your attitude toward money as you enter retirement. Enjoy! Hosted on Acast. See acast.com/pri...

On this week's episode, Lori and Jon are joined by Sheila Hamilton from Sheila Hamilton Movement Garden. Sheila is a former Registered Nurse turned Personal trainer and she talks about why fitness is important for retirees. Together, they address the most common misconceptions about fitness and aging, Sheila shares some tips for preventing injuries during exercise and so much more! Click here to l...

As Valentine's Day is just around the corner, Lori and Jon discuss how it is the perfect opportunity to celebrate all relationships in your life, not just romantic ones! In this week's episode, they talk about the importance of relationships during retirement, how to find love after loss, and some ways to maintain existing lifelong relationships. Enjoy! Hosted on Acast. See acast.com/privacy for m...

As we know, volatility is inevitable when it comes to markets. On this week's episode, Lori and Jon discuss historic volatility cycles and how sticking to your long-term plan is the key to long-term success. They also talk about investor personality types and some of investor dos and don'ts! Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Ready. Set. Retire! is back with the first episode of 2024. As we enter the new year, it is a perfect time to think about how you can set yourself up for investing success. Lori and Jon talk about what they think the markets will look like in 2024 and what areas of the market are anticipated to perform well. They also discuss the importance of setting goals and tips to cope with market ups and dow...

As the year-end approaches, now is the time to take advantage of any income and tax planning opportunities that may be available to you. On the last episode of the year, Jon and Lori explain what retirement planning aspects to consider when preparing for tax year-end, how selling investments at a loss works as a year-end tax strategy and so much more! Enjoy! Hosted on Acast. See acast.com/privacy...

As December is upon us, so is the season of giving! On this week's episode, Lori and Jon talk about how to choose a worthy cause to support, the importance of charitable giving, and the benefits associated with it. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Creating a will is one of the most important steps in estate planning, however, statistics show not all Canadians over 55 have one in place. On this week's episode, Lori and Jon talk about the importance of a will, what happens if you pass away without a will, and how to discuss family estate planning with your loved ones to ensure everyone is prepared for the future. Enjoy! Hosted on Acast. See a...

REPLAY: Jon and Lori are joined by John Bromley, Founder and CEO of Charitable Impact, to discuss all aspects of charitable giving. Together they talk about the benefits of donating stocks to charity instead of cash and why a donor-advised fund may be the best route for ongoing charitable giving. Donations are not only a great way to give back, but also a great way to reduce your tax bill. Website...

In honour of October being Breast Cancer Awareness Month, Jon and Lori focused this week's episode on women investors, their common traits, and the challenges they face. They also discussed how to financially prepare for the death of a spouse and what you should be doing if your spouse is the one responsible for the financial decisions in the household. Enjoy! If you would like more information on...

On this week's episode, Lori and Jon are joined by Dr. Pippa Hawley, the Medical Director of BC Cancer’s Pain and Symptom Management/Palliative Care Program. Together they discuss how palliative care differs from Hospice, tips for coping with a terminal diagnosis, and what the friends and family of the patient can do to support themselves during this time too. Dr. Pippa Hawley's book: https://lapo...

Market volatility is often unsettling for investors. On this week's episode, Lori and Jon discuss how investors can deal with uncertainty in the market, what strategies to use to manage risk, and how to set yourself up for investment success. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Inflation has been a concern now for over a year and it may have you worrying about your current cash flow or even postponing retirement! On this week's episode, learn how inflation can potentially impact your retirement plan. Lori and Jon will also talk about some of the things retirees and soon-to-be retirees can do to protect their retirement savings from inflation. Enjoy! Hosted on Acast....

On this week's episode, Lori and Jon talk about the pros and cons of different investments including GIC’s, Bonds, stocks, and Real Estate and what is the best option for investors who are looking for minimal risk. As the market continues to improve since last year, they discuss how investors should adapt their strategy going forward. Enjoy! Hosted on Acast. See acast.com/privacy for more inf...

On this week's episode of Ready. Set. Retire! Lori and Jon discuss the impact of rising interest rates on the real estate industry in Canada right now from housing prices to mortgage rates. They also talk about investing in Real Estate vs the Stock Market and what investors should consider before choosing which asset to invest in! Enjoy! Hosted on Acast. See acast.com/privacy for more information.

When it comes to investing, everyone will have some wins and some losses but there are some ways to avoid risking it all. On today's episode, Lori and Jon talk about the most common mistakes investors make and how FOMO (Fear Of Missing Out) can impact investors’ decisions. They also explain some of the things investors should do to ensure long-term investing success! Enjoy! Hosted on Acast. S...

On today's episode, Lori and Jon are joined by Estate Planning expert, Geoff White. Geoff is a Lawyer at Geoffrey W. White Law Corporation and Clark Wilson LLP. Together they talked about what are the important things to consider before creating an estate plan to accommodate the needs of a beneficiary with disabilities. They also discussed The pros and cons of an RDSP, what is missed in...

On this week's episode, Lori and Jon give their take on the infamous adage “Sell in May and Go Away” and talk about the more favourable investment strategies that can help manage risk during uncertain times. During market uncertainty, active management is the most important strategy. Lori explains the actions she takes as an active manager to protect the client’s portfolios and provides her top ti...

Tax planning as a business owner can be difficult as there are so many moving parts. That's why a good CPA firm can help business owners avoid making costly mistakes and save time. On today's episode, Lori and Jon are joined by Shane Schepens, Principal of Clearline CPA and Tax Department Lead. Shane talks about what you need to know to prepare for the sale of your business and some ways to organi...

For many business owners, it takes a lot of planning and hard work to turn your business dream into a reality and the same goes for retirement planning! On today's episode, Lori and Jon discuss the things you need to consider when thinking about retirement as a business owner, the challenges that can arise, and who are the professionals that can help with retirement planning. Enjoy Hosted on Acast...

Family is important to many of us, and so is preserving the longevity of wealth for future generations. However, sometimes things go wrong if there isn't a proper plan in place. On today's episode, Lori and Jon talk about 5 crucial steps you should take to help your family sustain wealth, and Lori shares some real life examples that she's seen as a Portfolio Manager. Enjoy! Hosted on Acast. See ac...

One important part of retirement that should not be overlooked is creating a plan for how to withdraw from your nest egg. On today’s episode, Lori & Jon discuss the importance of income planning and what steps to take to come up with a withdrawal plan. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Listen to the latest episode of Ready Set Retire! Jon & Lori are joined by Katie Mahoney, co-founder of the charitable organization We Are Young. We Are Young’s main goal is to raise social awareness around the inequalities seniors face. Katie tells us all about the charity and shares some incredible stories of the work the charity has achieved so far. They also discuss the charity's plans to...

Listen to the latest episode of Ready Set Retire! Jon & Lori were joined by Anne Jackson, Vice-President of Wealth and Estate Planning Services at Canaccord Genuity. In honour of celebrating women this week, Lori wanted to recognize Anne as someone she works closely with as she is an expert at what she does. Anne shares her abundance of knowledge of retirement government benefits. She also exp...