On this week's episode, Lori and Jon go over some tips on how to talk to your family about finances to ensure a secure future for all. They also talk about how to get started on family planning and how working with a financial advisor can help with the transition of wealth. Enjoy! Hosted on Acast. See acast.com/privacy for more information ..read more

In this week's episode, Lori and Jon are joined by Michael Scott, Partner at Clark Wilson LLP. Michael explains why a family might choose the help of an estate lawyer rather than handling estate matters themselves. He also explains some of the common issues he sees when helping families with estate planning and what advice he would give families to ensure an organized transition of wealth. Click here to find out how you can contact Michael directly: https://www.cwilson.com/people/michael-scott/ Enjoy! Hosted on Acast. See acast.com/privacy for more information ..read more

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

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

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

On this week's episode, Lori and Jon talk about the pros and cons of different investments including GIC’s, Bonds, stocks, and Real Estate and what is the best option for investors who are looking for minimal risk. As the market continues to improve since last year, they discuss how investors should adapt their strategy going forward. Enjoy! Hosted on Acast. See acast.com/privacy for more information ..read more

On today's episode, Lori and Jon are joined by Estate Planning expert, Geoff White. Geoff is a Lawyer at Geoffrey W. White Law Corporation and Clark Wilson LLP. Together they talked about what are the important things to consider before creating an estate plan to accommodate the needs of a beneficiary with disabilities. They also discussed The pros and cons of an RDSP, what is missed in many estate plans that have a beneficiary with a disability, and so much more insightful information! Click here to find out more about Geoff: https://bcestatelaw.com/our-team/ Enjoy!   Hosted o ..read more

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

Tax planning as a business owner can be difficult as there are so many moving parts. That's why a good CPA firm can help business owners avoid making costly mistakes and save time. On today's episode, Lori and Jon are joined by Shane Schepens, Principal of Clearline CPA and Tax Department Lead. Shane talks about what you need to know to prepare for the sale of your business and some ways to organize your business structure for tax optimization. Shane also breaks down everything you need to know about family trusts: the benefits, the disadvantages, and how to set one up! Enjoy! Find out more ab ..read more

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