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98. Financial Plans ft. Cindy David
26:44||Ep. 98On 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 inclusion rate change.Enjoy!
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97. Learning from Losses!
24:52||Ep. 97On 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!96. Ready, Set, Travel! ft. Melinda Burns
25:43||Ep. 96On 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!95. Mid-Year Check-In
19:06||Ep. 95On 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!94. Tax Planning Tips ft. Cindy David
26:40||Ep. 94On 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!93. 15 Years in Review
24:49||Ep. 93On 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!92. Family Wealth Talks
19:28||Ep. 92On 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!