Ready.Set.Retire!

On 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!

On 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!

On 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!

On 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!

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!

On 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!