Ready.Set.Retire!

Spring Clean Your Finances

Fri, 08 May 2026 20:36:33 GMT

Spring cleaning isn't just for your home – your finances deserve the same reset.

Lori and Jon walk through how to review your portfolio, get ahead of taxes, understand your fees, and make sure your plan is aligned with where your life is headed.

Enjoy the episode!

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Making Taxes Work for You

Thu, 02 Apr 2026 22:28:15 GMT

Tax season is a reminder that the best results come from planning ahead, not scrambling at the deadline.

Lori and Jon share practical strategies for using tax‑efficient accounts like TFSAs and RRSPs wisely, thinking through life changes, and making confident decisions that add up over time.

Tune in!

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RRSPs vs. TFSAs: How Do They Stack Up?

Fri, 06 Mar 2026 20:44:29 GMT

As RRSP season wraps up, Lori and Jon break down the classic question: RRSPs or TFSAs?

They explain how income, age, and long‑term planning shape the right plan for you, and why using both accounts strategically can provide flexibility, reduce taxes, and manage OAS in retirement.

Let's dive in!

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Investing Your Way – Equal Weight Index, Total Cost Reporting Changes, and Investor Personalities

Sat, 07 Feb 2026 00:44:37 GMT

Lori and Jon unpack what strong market headlines really mean for your own portfolio, and why your return might look different from the index.

From cap-weighted vs. equal-weight performance to asset allocation, currency impacts, and new total cost reporting, they cover the key factors shaping your investment results.

Happy listening!

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Market Recap & 2026 Outlook

Fri, 09 Jan 2026 22:33:27 GMT

Lori and Jon reflect on a strong 2025 and highlight the factors that supported double-digit market gains, including interest rate cuts, solid earnings growth, and policy support.

They also share what they’re watching as portfolios head into 2026, and why discipline and active management remain key.

Enjoy the episode!

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Preparing the Next Generation for Their Inheritance

Fri, 28 Nov 2025 20:50:04 GMT

Lori and Jon explore a key question for successful families: what happens when kids inherit wealth that they’re not ready for?

They share strategies to pass on wealth wisely to help you avoid unnecessary taxes and prepare the next generation for financial confidence.

Happy listening!

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Back to School & Legacy Planning

Fri, 05 Sep 2025 20:04:45 GMT

Lori and Jon discuss why back-to-school season is the perfect time to focus on the next generation.

From RESP accounts to legacy planning, Lori walks through the best strategies to help you prepare, protect, and pass on wealth with confidence.

Enjoy the episode!

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Mid-Year Check-Up: Are You Still on Track?

Fri, 01 Aug 2025 18:12:13 GMT

Join Lori and Jon as they unpack why a mid‑year financial check-in is essential, especially amid shifting markets and political headlines.

Discover how active management can help you protect your wealth, grow your income, and seize investment opportunities - plus, how rebalancing your portfolio keeps you on track.

Happy listening!

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Estate Planning with a Trust Company ft. Nicole Garton

Fri, 27 Jun 2025 18:51:02 GMT

In this episode, Lori and Jon sit down with Nicole Garton, President of Heritage Trust, to uncover the hidden risks in estate planning, and why naming a friend or family member isn’t always the best choice.

They review the role of professional fiduciaries, addressing complex family dynamics, and how trust companies like Nicole’s are changing the game.

Enjoy!

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How Much Real Estate is Too Much?

Fri, 06 Jun 2025 18:14:03 GMT

In this episode, Lori and Jon dive into the state of the Vancouver housing market and explore what today’s trends mean for investors and retirees alike.

Lori shares why a diversified, liquid investment strategy may offer more stability and long-term growth, especially for those approaching retirement.

Happy listening!

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Market Mania

Thu, 24 Apr 2025 20:15:34 GMT

On this week's episode, Lori and Jon reflect on the past month since Trump's Liberation Day. They break down which sectors have been impacted and Lori’s outlook moving forward.

Enjoy!

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Trusts, Transparency & Smooth Wealth Transition ft. Steve Parr

Wed, 26 Mar 2025 21:20:18 GMT

On this week's episode, Lori & Jon welcomed Steve Parr, an Estate Planning and Corporate Lawyer, to discuss the different types of trusts and why open communication is key in estate planning. Steve also shares his expert advice on how families can ensure a smooth and organized transition of wealth, helping to avoid unnecessary stress and conflicts.

Enjoy!

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Mastering Sector Rotation

Fri, 28 Feb 2025 19:04:49 GMT

On this week's episode, Lori and Jon explain why sector rotation is a game-changer for your investment strategy! They also dive into recent market shifts and the biggest mistakes investors make when they ignore sector trends.

Enjoy!

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Winning Strategies for Long-Term Success

Thu, 30 Jan 2025 20:52:17 GMT

On this week's episode, Jon and Lori share how to set yourself up for long-term success this year. They discuss crafting a winning strategy and highlight the sectors to focus on to position yourself proactively in today’s economic climate.

Enjoy!

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The Centennial Episode

Wed, 11 Dec 2024 13:00:33 GMT

Join Jon and Lori for a special milestone episode of Ready.Set.Retire! They reflect on the journey of the podcast, highlight their favourites guests, and share their 2025 outlook on the stock market and economy.

Enjoy!

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Financial Literacy Month

Fri, 01 Nov 2024 13:00:00 GMT

As November is Financial Literacy Month in BC, Lori and Jon talked about the resources you can rely on to expand your knowledge and the key questions investors are asking in the current market in this week's episode. They also covered everything from how the markets are affected by U.S. elections and what you should be doing with your maturing GICs.

Enjoy!

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Financial Plans ft. Cindy David

Fri, 27 Sep 2024 22:21:36 GMT

On this week's episode, Lori and Jon are joined by returning guest Cindy David, Estate Planning Advisor and President of Cindy David Financial Group. Together, they discuss the benefits of a financial plan and how often you should be reviewing your plan. Cindy also shares the process of creating a financial plan for a client and adjusting your tax planning strategy since the capital gains inclusion rate change.

Enjoy!

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Learning from Losses!

Thu, 29 Aug 2024 13:00:41 GMT

On this week's episode, Jon talked about the common mistakes investors make during a correction and how to avoid them. They also discuss the downsides of DIY investing in retirement and the drawbacks of holding too much cash on the sidelines, especially in current market conditions!

Enjoy!

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Ready, Set, Travel! ft. Melinda Burns

Thu, 01 Aug 2024 20:43:22 GMT

On this week's episode, Jon and Lori are joined again by Melinda Burns from Ageless Adventures. Together, they talk about how travel enhances your quality of life in retirement. Melinda also shares her knowledge on everything from the latest travel trends to the best travel insurance options!

Website: https://agelessadventures.com/

Enjoy!

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Mid-Year Check-In

Fri, 28 Jun 2024 03:50:07 GMT

On this week's episode, Lori and Jon reflect on markets as we hit the mid-point mark of 2024! They discuss how to set yourself up for investment success, what sectors are working best, and how to deal with market ups and downs.

Enjoy!

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Tax Planning Tips ft. Cindy David

Fri, 31 May 2024 17:33:19 GMT

On this week's episode, Lori and Jon are joined by Lori and Jon are joined by Cindy David, Estate Planning Advisor and President of Cindy David Financial Group. They talk about everything a business owner needs to know about valuing a business, selling a business, tax implications and so much more!

Check out Cindy's website here: https://www.cindydavid.ca/

Enjoy!

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15 Years in Review

Fri, 10 May 2024 12:00:58 GMT

On this week's episode, Lori and Jon celebrate 15 years of working together! They take a trip down memory lane and recap some of the main world events that have happened over the years and some of the most memorable guests who have been on the show. They also talk about what they have learned and what financial lessons to remember.

Enjoy!

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Family Wealth Talks

Fri, 26 Apr 2024 17:21:24 GMT

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!

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Trust & Estate Planning ft. Michael Scott

Fri, 12 Apr 2024 18:28:33 GMT

On 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!

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Investing in Retirement: Real Estate or Stocks?

Fri, 22 Mar 2024 18:30:20 GMT

When it comes to investing, Canadians have many options to choose from! On this week's episode, Lori and Jon discuss which is better out of the 2 most popular routes: Real Estate or Stocks? They explain the main differences between the two and how they compare in historical performance.

Enjoy!

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Currency of Life

Thu, 07 Mar 2024 19:10:01 GMT

On this week's episode, as today marks International Women’s Day, Lori and Jon take this opportunity to discuss the most common traits of female investors. They also discuss how our relationship with money changes as we age, what is considered a good relationship with money, and how health plays a role in your attitude toward money as you enter retirement.

Enjoy!

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Retire Strong! ft. Sheila Hamilton

Thu, 22 Feb 2024 23:00:31 GMT

On this week's episode, Lori and Jon are joined by Sheila Hamilton from Sheila Hamilton Movement Garden. Sheila is a former Registered Nurse turned Personal trainer and she talks about why fitness is important for retirees. Together, they address the most common misconceptions about fitness and aging, Sheila shares some tips for preventing injuries during exercise and so much more!

Click here to learn more about Sheila and how to book a class: Sheila Hamilton Movement Garden – Online Fitness Classes with Heart

Enjoy!

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Relationships in Retirement

Fri, 09 Feb 2024 15:00:15 GMT

As Valentine's Day is just around the corner, Lori and Jon discuss how it is the perfect opportunity to celebrate all relationships in your life, not just romantic ones! In this week's episode, they talk about the importance of relationships during retirement, how to find love after loss, and some ways to maintain existing lifelong relationships.

Enjoy!

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Volatility Cycles and Investor Personalities

Fri, 26 Jan 2024 13:00:19 GMT

As we know, volatility is inevitable when it comes to markets. On this week's episode, Lori and Jon discuss historic volatility cycles and how sticking to your long-term plan is the key to long-term success. They also talk about investor personality types and some of investor dos and don'ts!

Enjoy!

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Setting Up Your Portfolio for Success

Fri, 12 Jan 2024 16:34:12 GMT

Ready.Set.Retire! is back with the first episode of 2024. As we enter the new year, it is a perfect time to think about how you can set yourself up for investing success. Lori and Jon talk about what they think the markets will look like in 2024 and what areas of the market are anticipated to perform well. They also discuss the importance of setting goals and tips to cope with market ups and downs.

Enjoy!

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End of Year Income and Tax Planning

Fri, 15 Dec 2023 21:45:59 GMT

As the year-end approaches, now is the time to take advantage of any income and tax planning opportunities that may be available to you. On the last episode of the year, Jon and Lori explain what retirement planning aspects to consider when preparing for tax year-end, how selling investments at a loss works as a year-end tax strategy and so much more!

Enjoy!

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Tis The Season To Be Giving!

Fri, 01 Dec 2023 19:24:18 GMT

As December is upon us, so is the season of giving! On this week's episode, Lori and Jon talk about how to choose a worthy cause to support, the importance of charitable giving, and the benefits associated with it.

Enjoy!

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Importance of a Will & Estate Planning

Fri, 10 Nov 2023 16:50:47 GMT

Creating a will is one of the most important steps in estate planning, however, statistics show not all Canadians over 55 have one in place. On this week's episode, Lori and Jon talk about the importance of a will, what happens if you pass away without a will, and how to discuss family estate planning with your loved ones to ensure everyone is prepared for the future.

Enjoy!

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REPLAY: Charitable Giving ft. John Bromley

Fri, 27 Oct 2023 18:34:59 GMT

REPLAY: 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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Women's Health and Wealth

Fri, 13 Oct 2023 15:30:18 GMT

In honour of October being Breast Cancer Awareness Month, Jon and Lori focused this week's episode on women investors, their common traits, and the challenges they face. They also discussed how to financially prepare for the death of a spouse and what you should be doing if your spouse is the one responsible for the financial decisions in the household.

Enjoy!

If you would like more information on how you can help, you can visit:

https://cancer.ca/en/
https://bccancerfoundation.com/
https://breastcancerprogress.ca/

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Palliative Care ft. Dr. Pippa Hawley

Fri, 29 Sep 2023 22:30:43 GMT

On this week's episode, Lori and Jon are joined by Dr. Pippa Hawley, the Medical Director of BC Cancer’s Pain and Symptom Management/Palliative Care Program. Together they discuss how palliative care differs from Hospice, tips for coping with a terminal diagnosis, and what the friends and family of the patient can do to support themselves during this time too.

Dr. Pippa Hawley's book: https://lapofhonourbook.com/

Enjoy!

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How To Deal With Market Volatility

Fri, 15 Sep 2023 17:00:00 GMT

Market volatility is often unsettling for investors. On this week's episode, Lori and Jon discuss how investors can deal with uncertainty in the market, what strategies to use to manage risk, and how to set yourself up for investment success.

Enjoy!

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Inflation & Retirement Planning

Fri, 25 Aug 2023 18:00:41 GMT

Inflation has been a concern now for over a year and it may have you worrying about your current cash flow or even postponing retirement! On this week's episode, learn how inflation can potentially impact your retirement plan. Lori and Jon will also talk about some of the things retirees and soon-to-be retirees can do to protect their retirement savings from inflation.

Enjoy!

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Pros and Cons of Different Investments

Fri, 11 Aug 2023 18:36:03 GMT

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!

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Market Updates: Stock vs Real Estate

Fri, 28 Jul 2023 19:03:15 GMT

On this week's episode of Ready.Set.Retire! Lori and Jon discuss the impact of rising interest rates on the real estate industry in Canada right now from housing prices to mortgage rates.

They also talk about investing in Real Estate vs the Stock Market and what investors should consider before choosing which asset to invest in!

Enjoy!

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Nobody's Perfect! Common Investor Mistakes

Fri, 14 Jul 2023 18:00:32 GMT

When it comes to investing, everyone will have some wins and some losses but there are some ways to avoid risking it all. On today's episode, Lori and Jon talk about the most common mistakes investors make and how FOMO (Fear Of Missing Out) can impact investors’ decisions. They also explain some of the things investors should do to ensure long-term investing success!

Enjoy!

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Estate Planning for Beneficiaries with Disabilities ft. Geoffrey White

Fri, 30 Jun 2023 17:05:24 GMT

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!

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Sell in May and Go Away?

Fri, 16 Jun 2023 18:00:00 GMT

On this week's episode, Lori and Jon give their take on the infamous adage “Sell in May and Go Away” and talk about the more favourable investment strategies that can help manage risk during uncertain times. During market uncertainty, active management is the most important strategy. Lori explains the actions she takes as an active manager to protect the client’s portfolios and provides her top tips for investors who are trying to cope with market volatility.

Enjoy!

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Tax Planning for Business Owners ft. Shane Schepens

Fri, 19 May 2023 19:47:56 GMT

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 about Shane here:

https://www.facebook.com/ClearlineCPA

https://www.linkedin.com/company/clearlinecpa/

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Retiring as a Business Owner

Fri, 05 May 2023 20:00:00 GMT

For many business owners, it takes a lot of planning and hard work to turn your business dream into a reality and the same goes for retirement planning! On today's episode, Lori and Jon discuss the things you need to consider when thinking about retirement as a business owner, the challenges that can arise, and who are the professionals that can help with retirement planning.

Enjoy

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Tips for Preserving Generational Wealth

Fri, 21 Apr 2023 21:00:01 GMT

Family is important to many of us, and so is preserving the longevity of wealth for future generations. However, sometimes things go wrong if there isn't a proper plan in place. On today's episode, Lori and Jon talk about 5 crucial steps you should take to help your family sustain wealth, and Lori shares some real life examples that she's seen as a Portfolio Manager.

Enjoy!

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Retirement Withdrawal Strategies

Thu, 06 Apr 2023 21:03:37 GMT

One important part of retirement that should not be overlooked is creating a plan for how to withdraw from your nest egg. On today’s episode, Lori & Jon discuss the importance of income planning and what steps to take to come up with a withdrawal plan.

Enjoy!

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We Are Young ft. Katie Mahoney

Fri, 24 Mar 2023 23:45:51 GMT

Listen to the latest episode of Ready Set Retire! Jon & Lori are joined by Katie Mahoney, co-founder of the charitable organization We Are Young. We Are Young’s main goal is to raise social awareness around the inequalities seniors face. Katie tells us all about the charity and shares some incredible stories of the work the charity has achieved so far. They also discuss the charity's plans to expand to BC with the support of Pinkowski Wealth Management!

Enjoy!

https://www.weareyoung.ca/

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Government Retirement Benefits ft. Anne Jackson

Fri, 10 Mar 2023 20:00:46 GMT

Listen to the latest episode of Ready Set Retire! Jon & Lori were joined by Anne Jackson, Vice-President of Wealth and Estate Planning Services at Canaccord Genuity. In honour of celebrating women this week, Lori wanted to recognize Anne as someone she works closely with as she is an expert at what she does.

Anne shares her abundance of knowledge of retirement government benefits. She also explains the perks of income splitting and how to minimize OAS clawback.

Enjoy!

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REPLAY: Mental Health is your Wealth ft. Lana Gowler

Fri, 24 Feb 2023 23:16:20 GMT

REPLAY: 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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Lets Talk Family Financial Planning

Fri, 10 Feb 2023 21:56:15 GMT

Having an open conversation with your family about your finances and estate planning is never easy but it is necessary. On today’s episode, Lori & Jon discuss how to talk to your family about estate planning and family financial planning.

They talk about the importance of speaking openly with your family and how to get started on family financial planning.

Enjoy!

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Common Investment & Retirement Mistakes

Fri, 27 Jan 2023 22:00:09 GMT

Listen to the latest episode of Ready Set Retire! Retirement is meant to be a relaxing and enjoyable time but without a plan in place, it can be the opposite. Lori and Jon discuss the common investment and retirement planning mistakes that retirees make and how to avoid making the same yourself.

Enjoy!

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Understanding Mutual Funds

Fri, 13 Jan 2023 21:00:00 GMT

Welcome back to Ready Set Retire! To kick start the new year, Lori and Jon sit down to talk all about mutual funds and debunk some common misconceptions.

Together, they discuss the issues with having a portfolio only invested in mutual funds and provide alternative options that could better serve your investment goals!

Enjoy

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2022 Investing Lessons & Year-End checklist

Fri, 16 Dec 2022 23:31:42 GMT

Listen to the last episode of Ready Set Retire! for 2022. Lori and Jon discuss the investing lessons learned in 2022 and her outlook on recession worries going forward.

Lori also explains some tax planning strategies you should consider before year-end and the importance of sector rotation during current market conditions.

Enjoy!

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Senior Living ft. Laura Vanderzalm

Fri, 02 Dec 2022 22:37:35 GMT

On this week's episode, Lori and Jon are joined by Laura Vanderzalm, who is a Business Development Manager at Chartwell Retirement Residences. As planning for future elder care for yourself or loved ones can be daunting, Laura explains everything you need to know about the different types of senior living, the benefits of retirement residences, and how to make the transition!

Find out more here:https://chartwell.com/en/

Enjoy!

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Where there's a Will there's a way!

Fri, 18 Nov 2022 20:00:17 GMT

As November is Make a Will Month, this week's episode is your reminder to get started on your Will if you haven't made one yet! Lori and Jon explain the importance of having a will, discuss how to talk about estate planning with your loved ones, and what happens if you don’t have a will in place?

Enjoy!

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REPLAY: Financial Health ft. Cindy David

Fri, 04 Nov 2022 22:00:00 GMT

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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DIY Investing

Fri, 21 Oct 2022 19:00:29 GMT

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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All About Markets!

Fri, 07 Oct 2022 19:56:04 GMT

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: Dementia ft. Jen Lyle

Fri, 23 Sep 2022 21:00:43 GMT

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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Finding the right Financial Advisor

Fri, 09 Sep 2022 18:28:46 GMT

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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Cruising after Covid with Cruise Encounters

Fri, 12 Aug 2022 23:00:44 GMT

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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Benefits of a Mortgage Broker ft. Paula Siemens

Fri, 29 Jul 2022 23:00:25 GMT

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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Estate and Family Financial Planning

Fri, 15 Jul 2022 23:00:05 GMT

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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The Recap

Thu, 30 Jun 2022 23:00:20 GMT

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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Emotional Investing & Men's Health Month

Fri, 17 Jun 2022 23:00:48 GMT

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!

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Interest Rates & Protecting your Retirement

Fri, 03 Jun 2022 23:00:08 GMT

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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Mental Health is Wealth ft. Lana Gowler

Fri, 20 May 2022 23:00:38 GMT

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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Charitable Giving ft. John Bromley

Fri, 06 May 2022 23:00:58 GMT

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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Interest Rates & Bad Bond Funds

Fri, 22 Apr 2022 23:00:47 GMT

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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Retirement Withdrawal Strategies & Income Planning

Fri, 08 Apr 2022 23:00:43 GMT

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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Managing Finances with your Partner

Fri, 25 Mar 2022 23:00:11 GMT

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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International Women's Day: Women, Investing and Retirement!

Sat, 12 Mar 2022 00:00:40 GMT

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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Travel & Retirement ft. Melinda Burns

Sat, 26 Feb 2022 00:00:18 GMT

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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Financial Health ft. Cindy David

Sat, 29 Jan 2022 00:00:01 GMT

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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2022: Tips, Predictions & Outlooks

Sat, 15 Jan 2022 00:00:20 GMT

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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5 Things We've Learned in 2021

Sat, 18 Dec 2021 00:00:39 GMT

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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Investor Emotions & Omicron

Sat, 04 Dec 2021 00:00:40 GMT

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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Financial Literacy

Sat, 20 Nov 2021 00:00:00 GMT

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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Mortgage Mania ft. Cindy Ricketts

Fri, 05 Nov 2021 23:00:22 GMT

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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Risk Management

Fri, 22 Oct 2021 23:00:12 GMT

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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Q&A

Fri, 08 Oct 2021 23:00:53 GMT

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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Dementia ft. Jen Lyle

Fri, 24 Sep 2021 23:00:08 GMT

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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World Alzheimer's Month

Fri, 10 Sep 2021 23:00:33 GMT

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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A Trusted Company ft. Jessica Lo

Fri, 06 Aug 2021 23:00:45 GMT

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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Family Finance Planning

Fri, 23 Jul 2021 23:00:10 GMT

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!

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Bi-Annual Predictions: 2021

Fri, 09 Jul 2021 23:00:18 GMT

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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Business Owners ft. Cindy David

Fri, 25 Jun 2021 23:00:12 GMT

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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Money on your Mind

Fri, 11 Jun 2021 23:00:15 GMT

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.

Enjoy!

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REPLAY: Wills & Estates Part 1 ft. Rose Shawlee

Fri, 28 May 2021 23:00:26 GMT

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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5 Steps to a Healthy & Happy Retirement

Fri, 21 May 2021 23:00:35 GMT

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

Enjoy!

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Mutual Funds

Fri, 07 May 2021 23:00:16 GMT

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.

Enjoy!

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Gardening 101 ft. Rudi Pinkowski

Fri, 23 Apr 2021 23:00:48 GMT

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.

Enjoy!

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Real Estate and Retirement

Fri, 09 Apr 2021 23:00:26 GMT

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!

Enjoy!

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Wills & Estates Part 2 ft. Rose Shawlee

Fri, 26 Mar 2021 23:00:00 GMT

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!

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Wills & Estates Part 1 ft. Rose Shawlee

Sat, 13 Mar 2021 00:00:00 GMT

Enjoy!

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Women and Retirement

Sat, 27 Feb 2021 00:00:09 GMT

On this week's episode, Lori and Jon talk about what is important to women during retirement and also how to earn an income when rates are so low.

Enjoy!

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Retirees staying active ft. Helen Murphy

Sat, 06 Feb 2021 00:00:26 GMT

Lori and Jon are joined by special guest, Helen Murphy, from the West Van Senior's' Activity Centre to discuss endless opportunities of how retirees can stay connected, have some fun and keep active! They also touch on signs and symptoms of dementia to be aware of with our loved ones.

For more details go to: https://westvancouver.ca/parks-recreation/community-centres/seniors-activity-centre

Enjoy!

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Lori's Lesson's Learned

Sat, 23 Jan 2021 00:00:41 GMT

On this week's episode, Lori celebrated her 20th anniversary of managing retirement portfolios! Jon talks to Lori about all the important lessons she has learned over the past 2 decades in markets and retirement.

Enjoy!

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Ways to ensure a Happy & Healthy Retirement in 2021

Fri, 08 Jan 2021 18:00:37 GMT

Jon & Lori are back for their first episode of 2021. Together, they discuss ways to ensure that people return to a happy and healthy retirement and what they can be doing today to plan for 2021.

Enjoy!

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2020 Recap

Fri, 18 Dec 2020 18:00:05 GMT

For the last episode of 2020, Jon & Lori take a look back on the last 12 months and provide an outlook for the upcoming year. They also provide a retirement checklist for 2021 and offer some fun ideas for gift giving.

Enjoy!

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Canadian Banks, GDP & Mutual Funds

Sat, 05 Dec 2020 00:00:29 GMT

On this week's episode, Jon & Lori discuss the pitfalls of mutual fund investing and the benefits of being managed by an active portfolio manager.

Enjoy!

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Late Life Finances

Sat, 21 Nov 2020 00:00:12 GMT

On this week's episode, Jon & Lori discuss how to effectively deal with ageing parents' finances.

Enjoy!

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What's Happening with the Markets

Sat, 07 Nov 2020 00:00:00 GMT

Listen to Jon & Lori discuss the massive market rally this week, despite the uncertainty around the US election, and where should your portfolio be invested right now?

Enjoy!

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5 Decades of Retirement

Fri, 23 Oct 2020 17:00:19 GMT

On this week's episode, Jon and Lori surf through the five decades of retirement. They bring solutions to common concerns throughout the various stages of life, from age 55 all the way to 100!

Enjoy!

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Pandemic Anxieties ft. Dr. Dorothy Reddy

Fri, 09 Oct 2020 17:00:18 GMT

Listen to Jon and Lori interview Dr. Dorothy Reddy. Together, they dive deeper into anxieties surrounding COVID-19 and how the pandemic has affected present and future retirees.

Enjoy!

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The Covid Impact: Retirement Edition

Fri, 25 Sep 2020 17:00:45 GMT

Listen to Jon & Lori discuss how COVID-19 has changed all of our lives, especially those in retirement or about to be. Jon also tells us about his exciting new adventure in the podcasting world.

Enjoy!

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Staycation Investment Properties ft. David Nagel

Fri, 11 Sep 2020 17:00:40 GMT

On this week's episode, Jon & Lori dive into staycation investment properties with one of Whistler's top realtors - David Nagel - the Wolf of Whistler!

Is now the time to buy? Listen to find out.

You can find David's website here: https://www.wolfofwhistler.ca/

Enjoy!

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Boring But Bad Portfolios

Fri, 28 Aug 2020 17:00:20 GMT

Jon and Lori start off this week's episode with a general market update. They also get into the nitty gritty of boring yet bad portfolios.

Enjoy!

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5 Reasons Retirees Worry

Fri, 14 Aug 2020 17:00:39 GMT

On this week's episode, Jon & Lori discuss current market conditions and the top five reasons retirees worry.

Enjoy!

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Stocks vs. Bonds

Fri, 31 Jul 2020 17:00:38 GMT

Listen to Jon and Lori talk about current markets and risks on the horizon. Stocks vs. Bonds - where should you be allocated right now?

Enjoy!

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Real Solutions for Retirees ft. Cindy David

Fri, 10 Jul 2020 17:00:34 GMT

On this week's episode, Jon & Lori have a special guest joining them - Cindy David!

Cindy is the Estate Planning Advisor and President of Cindy David Financial Group. She works with business owners in BC and retired or retiring clients, where her firm provides tax-effective solutions, expertise and tailors customized personal financial planning services to meet the life goals of clients.

Check out Cindy's website here: https://www.cindydavid.ca/

Enjoy!

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Retirement Planning After Covid

Fri, 26 Jun 2020 17:00:47 GMT

This week, Jon & Lori focus the show on building a retirement income portfolio during uncertain times. Also, what separates the good from the mediocre financial advisors out there?

Enjoy!

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Retirement Checklist

Fri, 12 Jun 2020 17:00:28 GMT

In the first episode of Ready.Set.Retire! Jon McComb and Lori Pinkowski discuss the current environment, provide a checklist for a successful retirement and the top 5 questions received from retirees.

Enjoy!

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