PODCAST · education
Ready.Set.Retire!
by Lori Pinkowski
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
Episodes
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Financial Scams: Protecting Your Independence
Financial scams are becoming increasingly sophisticated, making it easier than ever to be caught off guard. Lori and Jon are joined by Karen Reid Sidhu from Metro Vancouver Crime Stoppers to discuss common scams targeting Canadians today, including romance scams, investment fraud, and…
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The Sandwich Generation: Balancing Family & Finances
Supporting family members while planning for your own future can be a tricky balancing act. Lori and Jon break down how the “sandwich generation” can help both children and aging parents while staying on track for retirement, including thoughtful gifting, estate planning, and having important...
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Canadian Real Estate Update
Is real estate still the investment Canadians think it is? Lori and Jon unpack one of Canada's deepest housing market corrections in decades, what's driving the slowdown, and what today's market could mean for homeowners, buyers, and investors. Hosted on Acast. See acast.com/privacy for more...
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Mid-Year Check-In: Is Your Portfolio Still on Track?
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...
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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...
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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...
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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!...
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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...
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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…
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Preparing the Next Generation for Their Inheritance
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! Hosted on...
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Back to School & Legacy Planning
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...
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Mid-Year Check-Up: Are You Still on Track?
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...
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Estate Planning with a Trust Company ft. Nicole Garton
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...
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How Much Real Estate is Too Much?
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...
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Market Mania
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! Hosted on Acast. See acast.com/privacy for more information.
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Trusts, Transparency & Smooth Wealth Transition ft. Steve Parr
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…
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Mastering Sector Rotation
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! Hosted on Acast. See acast.com/privacy for more information.
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Winning Strategies for Long-Term Success
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! Hosted on Acast. See acast.com/privacy for more...
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The Centennial Episode
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! Hosted on Acast. See acast.com/privacy for more information.
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Financial Literacy Month
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...
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Financial Plans ft. Cindy David
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…
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Learning from Losses!
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! Hosted...
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Ready, Set, Travel! ft. Melinda Burns
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!...
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Mid-Year Check-In
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! Hosted on Acast. See acast.com/privacy for more information.
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Tax Planning Tips ft. Cindy David
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…
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15 Years in Review
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...
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Family Wealth Talks
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! Hosted on…
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Trust & Estate Planning ft. Michael Scott
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…
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Investing in Retirement: Real Estate or Stocks?
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
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…
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Retire Strong! ft. Sheila Hamilton
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...
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Relationships in Retirement
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…
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Volatility Cycles and Investor Personalities
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!…
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Setting Up Your Portfolio for Success
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...
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End of Year Income and Tax Planning
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...
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Tis The Season To Be Giving!
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! Hosted on Acast. See acast.com/privacy for more information.
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Importance of a Will & Estate Planning
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...
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REPLAY: Charitable Giving ft. John Bromley
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....
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Women's Health and Wealth
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...
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Palliative Care ft. Dr. Pippa Hawley
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…
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How To Deal With Market Volatility
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! Hosted on Acast. See acast.com/privacy for more...
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Inflation & Retirement Planning
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...
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Pros and Cons of Different Investments
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...
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Market Updates: Stock vs Real Estate
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...
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Nobody's Perfect! Common Investor Mistakes
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…
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Estate Planning for Beneficiaries with Disabilities ft. Geoffrey White
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...
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Sell in May and Go Away?
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…
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Tax Planning for Business Owners ft. Shane Schepens
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....
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Retiring as a Business Owner
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...
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Tips for Preserving Generational Wealth
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…
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ABOUT THIS SHOW
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
HOSTED BY
Lori Pinkowski
CATEGORIES
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Frequently Asked Questions
How many episodes does Ready.Set.Retire! have?
Ready.Set.Retire! currently has 118 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Ready.Set.Retire! about?
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,...
How often does Ready.Set.Retire! release new episodes?
Ready.Set.Retire! publishes regularly with 118 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Ready.Set.Retire!?
You can listen to Ready.Set.Retire! on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Ready.Set.Retire!?
Ready.Set.Retire! is created and hosted by Lori Pinkowski.
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