『Ready.Set.Retire!』のカバーアート

Ready.Set.Retire!

Ready.Set.Retire!

著者: 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)

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

Lori Pinkowski
マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
エピソード
  • Mid-Year Check-In: Is Your Portfolio Still on Track?
    2026/06/26
    Lori and Jon discuss why a mid-year portfolio check-in is about more than just market headlines. From avoiding FOMO-driven decisions to evaluating whether your portfolio is aligned with your long-term goals, they share practical insights to help investors stay focused and disciplined.

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

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    15 分
  • Spring Clean Your Finances
    2026/05/08

    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 for more information.

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    12 分
  • Making Taxes Work for You
    2026/04/02

    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 for more information.

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    15 分
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