Ready.Set.Retire!

Jon and Lori share one of their favourite interviews with the other half of the "Financial Dream Team" Cindy David. Whether it's selling a business, planning for retirement, providing early gifts or simply minimizing tax - Cindy shares strategies that you can implement now to improve your financial health.

Enjoy!

Cindy's website: https://www.cindydavid.ca/

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Do It Yourself investing continues to grow in popularity since 2020 but is it worth the risks involved? Lori and Jon discuss the things you miss out on while managing alone and provide advice on how to navigate the markets and your portfolio in the face of uncertainty.

Enjoy!

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There is a lot going on in the world right now, especially when it comes to markets. Join Lori and Jon on this week's episode as they discuss the current market conditions, economic developments that have us optimistic, and what to expect going forward into the end of the year!

Enjoy!

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REPLAY: As September is Alzheimer's Month, Lori and Jon are joined by a special guest, Jen Lyle, CEO of Alzheimer Society of BC. They discuss the importance of creating a more dementia-friendly world where those affected are acknowledged, supported, and included.

Find out more information here:https://alzheimer.ca/bc/en

Enjoy!

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On this week's episode, Jon and I discuss how to find a financial advisor that is a good fit for you. We talk about how to begin your search, what qualities to look for and what red flags to watch out for!

Enjoy!

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Many of us are eager to travel once again and see the world! On this week's episode, Lori and Jon are joined by Robert Elmore, president of Cruise Encounters.

Together, they discussed the top cruises for families and retirees, big ships vs small ships, and all the improvements that have been made to the cruising industry lately. You should be booking your next big getaway today!

Find out more here: www.cruiseencounters.com

Enjoy!

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On this week's episode, Lori & Jon are joined by Senior Mortgage Broker Paula Siemens of Invis - The Siemens Group.

With over 32 years experience, Paula answered some key questions like how has the real estate market changed over the last two years? Is now a good time to be purchasing or refinancing?

Paula also explained the benefits of working with a mortgage broker and how they can help make the process easier for you!

Find out more about Paula and her team here: https://www.siemensgroup.ca/

Enjoy!

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Jon and Lori talk about the importance of family estate and financial planning to prepare for a healthy and wealthy future! They discuss how to get started, provide advice on broaching the subject with your family and the role your financial advisor should play in this transition.

Enjoy!

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Lori and Jon take a trip down memory lane and reflect on the significant global events that affected the markets and retirees over the past 2 years and how to deal with today’s volatility.

They also discuss Jon’s transition to retirement, share their favourite guest appearances on the show and so much more.

Enjoy!

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On this week's episode, Lori and Jon discuss how to avoid investing emotionally and the issues around following investment trends. As June represents Men's Health Month, they also discussed tips for staying healthy - mentally and physically.

Enjoy!

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