Couverture de Ready.Set.Retire!

Ready.Set.Retire!

Ready.Set.Retire!

De : Lori Pinkowski
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Hi and welcome to Ready, Set, Retire! An audio guide packed with information to help you achieve a successful retirement!

Senior Portfolio Manager and Investment Advisor Lori Pinkowski and her co-host Jon McComb are here to talk about everything from financial and estate planning, to travel, hobbies, health matters, and so much more. Whether you’re thinking about your retirement…or already living your retirement dreams….Ready, Set, Retire is for you!


The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities.
CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND CANADIAN INVESTMENT REGULATORY ORGANIZATION (CIRO)

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Lori Pinkowski Economie Finances privées Management Management et direction
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    Épisodes
    • Market Recap & 2026 Outlook

      Market Recap & 2026 Outlook
      Jan 9 2026

      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 for more information.
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      17 min
    • Preparing the Next Generation for Their Inheritance

      Preparing the Next Generation for Their Inheritance
      Nov 28 2025

      Lori and Jon explore a key question for successful families: what happens when kids inherit wealth they’re not ready for? Lori shares 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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      17 min
    • Back to School & Legacy Planning

      Back to School & Legacy Planning
      Sep 5 2025

      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!

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