On this week's episode, Jon and Lori are checking in to talk about what to expect in the markets in the second half of 2021. Together, they talk about how to position your portfolio with global recovery underway and how an active management approach benefits you during good times just as much as it carries you through bad.

Enjoy!

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Jon and Lori are joined by Cindy David to talk about retirement and tax strategies for business owners. Cindy is a leading Financial and Estate Planner and shares her insights on planning for a tax-effective, smooth transition into retirement.

Enjoy!

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

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On this week's episode, Lori and Jon talk about the important money-talks you should be having with your partner to set yourself up for financial success.

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Lori and Jon are talking all things Wills & Estates this week! They are joined by Rose Shawlee, a lawyer from Harper Grey, to provide important legal insight. Rose provides great advice on choosing the best executor, the importance of having an up-to-date Will and Power of Attorney, as well as how to plan for the unexpected.

 Enjoy!

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Lori and Jon are bringing it back to basics this week as they discuss the 5 steps to a long, healthy and happy retirement.

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On this week's episode, Lori and Jon discuss why a portfolio of mutual funds isn't always the answer to creating a great investment strategy. The pair deep dive into the mutual fund industry talking about transparency, fees, diversification and more.

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Lori and Jon are joined this week by Rudi Pinkowski for tips on creating your own paradise in retirement. Rudi is a palm tree enthusiast and shares his ideas on Mediterranean gardens.

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On this week's episode, Jon and Lori discuss everything from downsizing your home, rental income, helping your children break into the real estate market and more!

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Lori and Jon are joined again by lawyer Rose Shawlee, as they deep dive into the second part of their discussion. Rose provides important legal insights on strategic legacy planning, proactive tax preparation, asset distributions and the peaceful transition of wealth.

Enjoy!

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

Lori and Jon are talking all things Wills & Estates this week! They are joined by Rose Shawlee, a lawyer from Harper Grey, to provide important legal insight. Rose provides great advice on choosing the best executor, the importance of having an up-to-date Will and Power of Attorney, as well as how to plan for the unexpected.

Enjoy!

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