Making Taxes Work for You

Spring Clean Your Finances

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! ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Making Taxes Work for You

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! ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

RRSPs vs. TFSAs: How Do They Stack Up?

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! ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

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

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! ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Market Recap & 2026 Outlook

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! ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.