Ready.Set.Retire!

On this week's episode, Lori & Jon welcomed Steve Parr, an Estate Planning and Corporate Lawyer, to discuss the different types of trusts and why open communication is key in estate planning. Steve also shares his expert advice on how families can ensure a smooth and organized transition of wealth, helping to avoid unnecessary stress and conflicts.Enjoy!

On this week's episode, Lori and Jon explain why sector rotation is a game-changer for your investment strategy! They also dive into recent market shifts and the biggest mistakes investors make when they ignore sector trends.Enjoy!

On this week's episode, Jon and Lori share how to set yourself up for long-term success this year. They discuss crafting a winning strategy and highlight the sectors to focus on to position yourself proactively in today’s economic climate.Enjoy!

Join Jon and Lori for a special milestone episode of Ready.Set.Retire! They reflect on the journey of the podcast, highlight their favourites guests, and share their 2025 outlook on the stock market and economy.Enjoy!

As November is Financial Literacy Month in BC, Lori and Jon talked about the resources you can rely on to expand your knowledge and the key questions investors are asking in the current market in this week's episode. They also covered everything from how the markets are affected by U.S. elections and what you should be doing with your maturing GICs.Enjoy!

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!