Ready.Set.Retire!

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...

REPLAY: Lori and Jon are sitting down to talk about retirement mental health with Lana Gowler, Registered and Master Therapeutic Counsellor from Rainforest Counselling. Together, they go over tips for transitioning into retirement, managing the loss of a spouse and adjusting your routine so that you can prosper in any stage of life. Find Lana's information here: https://rainforestcounselling.com/r...

Having an open conversation with your family about your finances and estate planning is never easy but it is necessary. On today’s episode, Lori & Jon discuss how to talk to your family about estate planning and family financial planning. They talk about the importance of speaking openly with your family and how to get started on family financial planning. Enjoy! Hosted on Acast. See acast.com...

Listen to the latest episode of Ready Set Retire! Retirement is meant to be a relaxing and enjoyable time but without a plan in place, it can be the opposite. Lori and Jon discuss the common investment and retirement planning mistakes that retirees make and how to avoid making the same yourself. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Welcome back to Ready Set Retire! To kick start the new year, Lori and Jon sit down to talk all about mutual funds and debunk some common misconceptions. Together, they discuss the issues with having a portfolio only invested in mutual funds and provide alternative options that could better serve your investment goals! Enjoy Hosted on Acast. See acast.com/privacy for more information.

Listen to the last episode of Ready Set Retire! for 2022. Lori and Jon discuss the investing lessons learned in 2022 and her outlook on recession worries going forward. Lori also explains some tax planning strategies you should consider before year-end and the importance of sector rotation during current market conditions. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Lori and Jon are joined by Laura Vanderzalm, who is a Business Development Manager at Chartwell Retirement Residences. As planning for future elder care for yourself or loved ones can be daunting, Laura explains everything you need to know about the different types of senior living, the benefits of retirement residences, and how to make the transition! Find out more here:ht...

As November is Make a Will Month , this week's episode is your reminder to get started on your Will if you haven't made one yet! Lori and Jon explain the importance of having a will, discuss how to talk about estate planning with your loved ones, and what happens if you don’t have a will in place? Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Jon and Lori share one of their favourite interviews with the other half of the "Financial Dream Team" Cindy David. Whether it's selling a business, planning for retirement, providing early gifts or simply minimizing tax - Cindy shares strategies that you can implement now to improve your financial health. Enjoy! Cindy's website: https://www.cindydavid.ca/ Hosted on Acast. See acast.com/privacy fo...

Do It Yourself investing continues to grow in popularity since 2020 but is it worth the risks involved? Lori and Jon discuss the things you miss out on while managing alone and provide advice on how to navigate the markets and your portfolio in the face of uncertainty. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

There is a lot going on in the world right now, especially when it comes to markets. Join Lori and Jon on this week's episode as they discuss the current market conditions, economic developments that have us optimistic, and what to expect going forward into the end of the year! Enjoy! Hosted on Acast. See acast.com/privacy for more information.

REPLAY: As September is Alzheimer's Month, Lori and Jon are joined by a special guest, Jen Lyle, CEO of Alzheimer Society of BC. They discuss the importance of creating a more dementia-friendly world where those affected are acknowledged, supported, and included. Find out more information here:https://alzheimer.ca/bc/en Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Jon and I discuss how to find a financial advisor that is a good fit for you. We talk about how to begin your search, what qualities to look for and what red flags to watch out for! Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Many of us are eager to travel once again and see the world! On this week's episode, Lori and Jon are joined by Robert Elmore, president of Cruise Encounters. Together, they discussed the top cruises for families and retirees, big ships vs small ships, and all the improvements that have been made to the cruising industry lately. You should be booking your next big getaway today! Find out more...

On this week's episode, Lori & Jon are joined by Senior Mortgage Broker Paula Siemens of Invis - The Siemens Group. With over 32 years experience, Paula answered some key questions like how has the real estate market changed over the last two years? Is now a good time to be purchasing or refinancing? Paula also explained the benefits of working with a mortgage broker and how they can help make...

Jon and Lori talk about the importance of family estate and financial planning to prepare for a healthy and wealthy future! They discuss how to get started, provide advice on broaching the subject with your family and the role your financial advisor should play in this transition. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Lori and Jon take a trip down memory lane and reflect on the significant global events that affected the markets and retirees over the past 2 years and how to deal with today’s volatility. They also discuss Jon’s transition to retirement, share their favourite guest appearances on the show and so much more. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Lori and Jon discuss how to avoid investing emotionally and the issues around following investment trends. As June represents Men's Health Month, they also discussed tips for staying healthy - mentally and physically. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Lori and Jon discuss the topic on everybody's mind - the Bank of Canada interest rate increase. Lori also provides tips on protecting your retirement from inflation and rate hikes, and how to maintain your standard of living as a retiree. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Lori and Jon are sitting down to talk about retirement mental health with Lana Gowler, Registered and Master Therapeutic Counsellor from Rainforest Counselling. Together, they go over tips for transitioning into retirement, managing the loss of a spouse and adjusting your routine so that you can prosper in any stage of life. Find Lana's information here: https://rainforestcounselling.com/retiremen...

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: https:...

Listen to this week's episode where Jon and Lori are talking about the impact of interest rates and how they affect the economy. They also discuss what makes a bond fund bad and the importance of understanding your investments - especially in today's environment. Enjoy! Hosted on Acast. See acast.com/privacy for more information.