Ready.Set.Retire!

Jon and Lori are joined again by Cindy David, one of the most influential woman in the financial industry! 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. Cindy's website: https://www.cindydavid.ca/ Enjoy! Hosted on Acast. See acast.com/privacy for more in...

Join Jon and Lori for the first Ready Set Retire of 2022! To set the new year off to a good start, Jon and Lori are discussing financial tips for 2022. Lori goes over her market outlook for the year, including why she remains bullish and what sectors she believes will benefit in an inflationary environment. Set yourself up for financial success and get retirement ready this year! Enjoy! Hosted on...

It is the last Ready Set Retire of 2021! It has been a whirlwind in markets, and it's likely to end as one of our strongest years in recent memory. Jon and Lori look back and discuss what investors learned from the past 12 months. Learn how to manage these short market pullbacks, define leading sectors, learn why bonds are not always safe, and what to do when investing in inflationary times. Enjoy...

Lori and Jon sit down to discuss market uncertainty and how to manage investor emotions. Lori gives an update on how her team is using their active management strategy to navigate through markets given the recent news about the Omicron variant, so that you can feel confident your investments are being well looked after during these times! Enjoy! Hosted on Acast. See acast.com/privacy for more info...

On this week's episode, Jon and Lori discuss Financial Literacy Month and Rob Carrick's article from the Globe & Mail. They also discuss why you should be skeptical of some products or advice that is available out there. Read the article here: https://www.theglobeandmail.com/investing/personal-finance/household-finances/article-six-things-a-brutally-honest-banker-would-tell-you-about-mortgages...

Jon and Lori are joined by mortgage specialist Cindy Ricketts from Gibbard Group Mortgage Consultants to talk about loans, lenders and everything in between! Together they discuss the current interest rate environment and will give you some good advice on borrowing options if you are buying real estate in the current market. Find Cindy's details here: https://gibbardgroup.com/about/ Enjoy! Hosted...

Lori and Jon are talking about the greatest thing since sliced bread - risk management! Lori goes over different types of risk and how we actively manage to guard against the unexpected so that you can know that your investments are in good hands. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Lori is answering the top questions investors are asking her right now. Jon and Lori discuss how investors should handle the recent correction in markets, planning for retirement and whether downsizing your home in the current real estate environment makes sense. Lots of market and retirement tips are included too. Enjoy! Hosted on Acast. See acast.com/privacy for more info...

Continuing on the awareness for Alzheimer's Month, Lori and Jon are joined by 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 Lori are bringing awareness and understanding to Dementia. They discuss how to recognize the signs and symptoms of Alzheimer's, and how your advisor can help you and your family address the planning needs for your loved ones. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Jon and Lori are joined by Jessica Lo from Solus Trust Company to talk about how an independent trust company facilitates the transition of wealth. Whether you're looking for a responsible third party to pay your bills when you become incapacitated, act as your executor when you pass, or be the trustee of the trust you setup for your children, an external trust company has plenty of benefits that...

On this week's episode, Jon and Lori are talking about how to plan your finances for your family so that you can prepare for a smooth transition of wealth across generations. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Jon and Lori are checking in to talk about what to expect in the markets in the second half of 2021. Together, they talk about how to position your portfolio with global recovery underway and how an active management approach benefits you during good times just as much as it carries you through bad. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Jon and Lori are joined by Cindy David to talk about retirement and tax strategies for business owners. Cindy is a leading Financial and Estate Planner and shares her insights on planning for a tax-effective, smooth transition into retirement. Enjoy! Cindy's website: https://www.cindydavid.ca/ Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Lori and Jon talk about the important money-talks you should be having with your partner to set yourself up for financial success. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Lori and Jon are talking all things Wills & Estates this week! They are joined by Rose Shawlee, a lawyer from Harper Grey, to provide important legal insight. Rose provides great advice on choosing the best executor, the importance of having an up-to-date Will and Power of Attorney, as well as how to plan for the unexpected.  Enjoy! Hosted on Acast. See acast.com/privacy for more informat...

Lori and Jon are bringing it back to basics this week as they discuss the 5 steps to a long, healthy and happy retirement. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Lori and Jon discuss why a portfolio of mutual funds isn't always the answer to creating a great investment strategy. The pair deep dive into the mutual fund industry talking about transparency, fees, diversification and more. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Lori and Jon are joined this week by Rudi Pinkowski for tips on creating your own paradise in retirement. Rudi is a palm tree enthusiast and shares his ideas on Mediterranean gardens. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Jon and Lori discuss everything from downsizing your home, rental income, helping your children break into the real estate market and more! Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Lori and Jon are joined again by lawyer Rose Shawlee, as they deep dive into the second part of their discussion. Rose provides important legal insights on strategic legacy planning, proactive tax preparation, asset distributions and the peaceful transition of wealth. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Lori and Jon are talking all things Wills & Estates this week! They are joined by Rose Shawlee, a lawyer from Harper Grey, to provide important legal insight. Rose provides great advice on choosing the best executor, the importance of having an up-to-date Will and Power of Attorney, as well as how to plan for the unexpected. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Lori and Jon talk about what is important to women during retirement and also how to earn an income when rates are so low. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

Lori and Jon are joined by special guest, Helen Murphy, from the West Van Senior's' Activity Centre to discuss endless opportunities of how retirees can stay connected, have some fun and keep active! They also touch on signs and symptoms of dementia to be aware of with our loved ones. For more details go to: https://westvancouver.ca/parks-recreation/community-centres/seniors-activity-centre Enjoy!...

On this week's episode, Lori celebrated her 20th anniversary of managing retirement portfolios! Jon talks to Lori about all the important lessons she has learned over the past 2 decades in markets and retirement. Enjoy! Hosted on Acast. See acast.com/privacy for more information.