In honour of October being Breast Cancer Awareness Month, Jon and Lori focused this week's episode on women investors, their common traits, and the challenges they face. They also discussed how to financially prepare for the death of a spouse and what you should be doing if your spouse is the one responsible for the financial decisions in the household.

Enjoy!

If you would like more information on how you can help, you can visit:

• https://cancer.ca/en/
• https://bccancerfoundation.com/
• https://breastcancerprogress.ca/

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On this week's episode, Lori and Jon are joined by Dr. Pippa Hawley, the Medical Director of BC Cancer’s Pain and Symptom Management/Palliative Care Program. Together they discuss how palliative care differs from Hospice, tips for coping with a terminal diagnosis, and what the friends and family of the patient can do to support themselves during this time too.

Dr. Pippa Hawley's book: https://lapofhonourbook.com/

Enjoy!

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Market volatility is often unsettling for investors. On this week's episode, Lori and Jon discuss how investors can deal with uncertainty in the market, what strategies to use to manage risk, and how to set yourself up for investment success.

Enjoy!

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Inflation has been a concern now for over a year and it may have you worrying about your current cash flow or even postponing retirement! On this week's episode, learn how inflation can potentially impact your retirement plan. Lori and Jon will also talk about some of the things retirees and soon-to-be retirees can do to protect their retirement savings from inflation.

Enjoy!

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On this week's episode, Lori and Jon talk about the pros and cons of different investments including GIC’s, Bonds, stocks, and Real Estate and what is the best option for investors who are looking for minimal risk. As the market continues to improve since last year, they discuss how investors should adapt their strategy going forward.

Enjoy!

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On this week's episode of Ready.Set.Retire! Lori and Jon discuss the impact of rising interest rates on the real estate industry in Canada right now from housing prices to mortgage rates.

They also talk about investing in Real Estate vs the Stock Market and what investors should consider before choosing which asset to invest in!

Enjoy!

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When it comes to investing, everyone will have some wins and some losses but there are some ways to avoid risking it all. On today's episode, Lori and Jon talk about the most common mistakes investors make and how FOMO (Fear Of Missing Out) can impact investors’ decisions. They also explain some of the things investors should do to ensure long-term investing success!

Enjoy!

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On today's episode, Lori and Jon are joined by Estate Planning expert, Geoff White. Geoff is a Lawyer at Geoffrey W. White Law Corporation and Clark Wilson LLP. Together they talked about what are the important things to consider before creating an estate plan to accommodate the needs of a beneficiary with disabilities. They also discussed The pros and cons of an RDSP, what is missed in many estate plans that have a beneficiary with a disability, and so much more insightful information!

Click here to find out more about Geoff: https://bcestatelaw.com/our-team/

Enjoy!

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On this week's episode, Lori and Jon give their take on the infamous adage “Sell in May and Go Away” and talk about the more favourable investment strategies that can help manage risk during uncertain times. During market uncertainty, active management is the most important strategy. Lori explains the actions she takes as an active manager to protect the client’s portfolios and provides her top tips for investors who are trying to cope with market volatility.

Enjoy!

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Tax planning as a business owner can be difficult as there are so many moving parts. That's why a good CPA firm can help business owners avoid making costly mistakes and save time. On today's episode, Lori and Jon are joined by Shane Schepens, Principal of Clearline CPA and Tax Department Lead. Shane talks about what you need to know to prepare for the sale of your business and some ways to organize your business structure for tax optimization.

Shane also breaks down everything you need to know about family trusts: the benefits, the disadvantages, and how to set one up!

Enjoy!

Find out more about Shane here:

https://www.facebook.com/ClearlineCPA

https://www.linkedin.com/company/clearlinecpa/

Hosted on Acast. See acast.com/privacy for more information.