Ready.Set.Retire!

Podcast by Lori Pinkowski

englanti

Teknologia & tieteet

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Lisää Ready.Set.Retire!

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.

Kaikki jaksot

114 jaksot

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.

8. touko 2026 - 11 min

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.

2. huhti 2026 - 15 min

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.

6. maalis 2026 - 14 min

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.

7. helmi 2026 - 15 min

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.

9. tammi 2026 - 17 min

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