Ready.Set.Retire!

As 2027 approaches, are all the pieces of your financial life still working together?Lori and Jon explore why the final stretch of the year is an important time to step back and review your investments, tax position, charitable giving, and estate plan. Learn more about key year-end considerations and how coordinating your financial decisions can help keep your wealth aligned with your long-term goals.

Financial scams are becoming increasingly sophisticated, making it easier than ever to be caught off guard.Lori and Jon are joined by Karen Reid Sidhu from Metro Vancouver Crime Stoppers to discuss common scams targeting Canadians today, including romance scams, investment fraud, and impersonation schemes.Hear their practical tips to protect yourself and your loved ones, spot red flags, and report suspicious activity.

Supporting family members while planning for your own future can be a tricky balancing act.Lori and Jon break down how the “sandwich generation” can help both children and aging parents while staying on track for retirement, including thoughtful gifting, estate planning, and having important family conversations early.

Is real estate still the investment Canadians think it is?Lori and Jon unpack one of Canada's deepest housing market corrections in decades, what's driving the slowdown, and what today's market could mean for homeowners, buyers, and investors.

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.

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!

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!

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!

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!