Loading…
Hosted by Lori Pinkowski · 🇺🇸 US · EN · 115 episodes
Established thought leaders with verified media credentials.
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
Lori Pinkowski hosts Ready.Set.Retire!, a education show with 115 episodes published.
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 p
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 w
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 thro
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 prov
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 i
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
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 prepar
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
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
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 t
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
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/priva
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
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 tr
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’
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! H
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. The
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
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
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 every
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Ready.Set.Retire! has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their education audience.
Ready.Set.Retire! is hosted by Lori Pinkowski. The show is categorised under education (business) and has published 115 episodes.
Ready.Set.Retire! has published 115 episodes.
Ready.Set.Retire! regularly covers education, business, investing. It sits in the education category, with a business focus.
Ready.Set.Retire! is accessible for guests with genuine education expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Ready.Set.Retire! hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Ready.Set.Retire! average 19 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Ready.Set.Retire!'s guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 11 days ago.