Ready.Set.Retire!

On 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!

On 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!

In this week's episode, Lori and Jon are joined by Michael Scott, Partner at Clark Wilson LLP. Michael explains why a family might choose the help of an estate lawyer rather than handling estate matters themselves. He also explains some of the common issues he sees when helping families with estate planning and what advice he would give families to ensure an organized transition of wealth.Click here to find out how you can contact Michael directly: https://www.cwilson.com/people/michael-scott/Enjoy!

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!

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!

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 learn more about Sheila and how to book a class: Sheila Hamilton Movement Garden – Online Fitness Classes with HeartEnjoy!

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!

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!

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 downs.Enjoy!