On this week's episode, Lori and Jon discuss the topic on everybody's mind - the Bank of Canada interest rate increase. Lori also provides tips on protecting your retirement from inflation and rate hikes, and how to maintain your standard of living as a retiree.

Enjoy!

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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/

Enjoy!

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Jon and Lori are joined by John Bromley, Founder and CEO of Charitable Impact, to discuss all aspects of charitable giving. Together they talk about the benefits of donating stocks to charity instead of cash and why a donor-advised fund may be the best route for ongoing charitable giving. Donations are not only a great way to give back, but also a great way to reduce your tax bill.

Website: https://www.charitableimpact.com/

Enjoy!

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Listen to this week's episode where Jon and Lori are talking about the impact of interest rates and how they affect the economy. They also discuss what makes a bond fund bad and the importance of understanding your investments - especially in today's environment.

Enjoy!

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On this week's episode, Jon and Lori are talking about retirement income planning. After working hard for many years to get a pay cheque, you now have to pay yourself! Lori answers questions like where is the money going to come from and will it be enough to last you throughout retirement?

Lori also dives into scenarios to minimize tax when evaluating where your income should come from in retirement and what steps you need to take to prepare yourself for like after work.

Enjoy!

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On this week's episode, Jon and Lori are talking about discussing finances with your partner! Together they go over what conversations you should be having and tips for good communication so that you can build a healthy relationship with your finances and each other.

Enjoy!

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Jon and Lori are celebrating International Women's Day by talking about women, investing and retirement planning! Together they break myths about female investors, lay out the importance of retirement planning and discuss discretionary management.

Lori also talks about how best to handle the death of a spouse or a silver divorce, which can change retirement forever.

Enjoy!

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On this week's episode, Jon and Lori are joined by Melinda Burns from Ageless Adventures to talk about traveling as a retiree. Melinda discusses traveling during COVID-19, staying active and social in retirement, and how to fit your travel goals into your retirement plan! Listen for tips, tricks and travel hacks for any destination.

Website: https://agelessadventures.com/

Enjoy!

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Jon and Lori are joined again by Cindy David, one of the most influential woman in the financial industry! 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.

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

Enjoy!

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Join Jon and Lori for the first Ready Set Retire of 2022! To set the new year off to a good start, Jon and Lori are discussing financial tips for 2022. Lori goes over her market outlook for the year, including why she remains bullish and what sectors she believes will benefit in an inflationary environment. Set yourself up for financial success and get retirement ready this year!

Enjoy!

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