Ready.Set.Retire!

It is the last Ready Set Retire of 2021!

It has been a whirlwind in markets, and it's likely to end as one of our strongest years in recent memory. Jon and Lori look back and discuss what investors learned from the past 12 months. Learn how to manage these short market pullbacks, define leading sectors, learn why bonds are not always safe, and what to do when investing in inflationary times.

Enjoy!

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Lori and Jon sit down to discuss market uncertainty and how to manage investor emotions. Lori gives an update on how her team is using their active management strategy to navigate through markets given the recent news about the Omicron variant, so that you can feel confident your investments are being well looked after during these times!

Enjoy!

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On this week's episode, Jon and Lori discuss Financial Literacy Month and Rob Carrick's article from the Globe & Mail. They also discuss why you should be skeptical of some products or advice that is available out there.

Read the article here: https://www.theglobeandmail.com/investing/personal-finance/household-finances/article-six-things-a-brutally-honest-banker-would-tell-you-about-mortgages/

Enjoy!

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Jon and Lori are joined by mortgage specialist Cindy Ricketts from Gibbard Group Mortgage Consultants to talk about loans, lenders and everything in between! Together they discuss the current interest rate environment and will give you some good advice on borrowing options if you are buying real estate in the current market.

Find Cindy's details here: https://gibbardgroup.com/about/

Enjoy!

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Lori and Jon are talking about the greatest thing since sliced bread - risk management! Lori goes over different types of risk and how we actively manage to guard against the unexpected so that you can know that your investments are in good hands.

Enjoy!

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On this week's episode, Lori is answering the top questions investors are asking her right now. Jon and Lori discuss how investors should handle the recent correction in markets, planning for retirement and whether downsizing your home in the current real estate environment makes sense.

Lots of market and retirement tips are included too.

Enjoy!

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Continuing on the awareness for Alzheimer's Month, Lori and Jon are joined by 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 Lori are bringing awareness and understanding to Dementia. They discuss how to recognize the signs and symptoms of Alzheimer's, and how your advisor can help you and your family address the planning needs for your loved ones.

Enjoy!

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Jon and Lori are joined by Jessica Lo from Solus Trust Company to talk about how an independent trust company facilitates the transition of wealth. Whether you're looking for a responsible third party to pay your bills when you become incapacitated, act as your executor when you pass, or be the trustee of the trust you setup for your children, an external trust company has plenty of benefits that you may not realize!

Find more information about Jessica here: https://www.solustrust.com/team-members/

Enjoy!

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On this week's episode, Jon and Lori are talking about how to plan your finances for your family so that you can prepare for a smooth transition of wealth across generations.

Enjoy!

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