For many business owners, it takes a lot of planning and hard work to turn your business dream into a reality and the same goes for retirement planning! On today's episode, Lori and Jon discuss the things you need to consider when thinking about retirement as a business owner, the challenges that can arise, and who are the professionals that can help with retirement planning.

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Family is important to many of us, and so is preserving the longevity of wealth for future generations. However, sometimes things go wrong if there isn't a proper plan in place. On today's episode, Lori and Jon talk about 5 crucial steps you should take to help your family sustain wealth, and Lori shares some real life examples that she's seen as a Portfolio Manager.

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One important part of retirement that should not be overlooked is creating a plan for how to withdraw from your nest egg. On today’s episode, Lori & Jon discuss the importance of income planning and what steps to take to come up with a withdrawal plan.

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Listen to the latest episode of Ready Set Retire! Jon & Lori are joined by Katie Mahoney, co-founder of the charitable organization We Are Young. We Are Young’s main goal is to raise social awareness around the inequalities seniors face. Katie tells us all about the charity and shares some incredible stories of the work the charity has achieved so far. They also discuss the charity's plans to expand to BC with the support of Pinkowski Wealth Management!

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https://www.weareyoung.ca/

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Listen to the latest episode of Ready Set Retire! Jon & Lori were joined by Anne Jackson, Vice-President of Wealth and Estate Planning Services at Canaccord Genuity. In honour of celebrating women this week, Lori wanted to recognize Anne as someone she works closely with as she is an expert at what she does.

Anne shares her abundance of knowledge of retirement government benefits. She also explains the perks of income splitting and how to minimize OAS clawback.

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REPLAY: Lori and Jon are sitting down to talk about retirement mental health with Lana Gowler, Registered and Master Therapeutic Counsellor from Rainforest Counselling. Together, they go over tips for transitioning into retirement, managing the loss of a spouse and adjusting your routine so that you can prosper in any stage of life.

Find Lana's information here: https://rainforestcounselling.com/retirement/

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Having an open conversation with your family about your finances and estate planning is never easy but it is necessary. On today’s episode, Lori & Jon discuss how to talk to your family about estate planning and family financial planning.

They talk about the importance of speaking openly with your family and how to get started on family financial planning.

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Listen to the latest episode of Ready Set Retire! Retirement is meant to be a relaxing and enjoyable time but without a plan in place, it can be the opposite. Lori and Jon discuss the common investment and retirement planning mistakes that retirees make and how to avoid making the same yourself.

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Welcome back to Ready Set Retire! To kick start the new year, Lori and Jon sit down to talk all about mutual funds and debunk some common misconceptions.

Together, they discuss the issues with having a portfolio only invested in mutual funds and provide alternative options that could better serve your investment goals!

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Listen to the last episode of Ready Set Retire! for 2022. Lori and Jon discuss the investing lessons learned in 2022 and her outlook on recession worries going forward.

Lori also explains some tax planning strategies you should consider before year-end and the importance of sector rotation during current market conditions.

Enjoy!

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