Oct 30, 202614 min
As 2027 approaches, are all the pieces of your financial life still working together? Lori and Jon explore why the final stretch of the year is an important time to step back and review your investments, tax position...
education
Ready.Set.Retire!
Hosted by Lori Pinkowski · education · EN
About this Podcast:
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
Pitch Analysis
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Contact path
Verified email
Booking probability
28%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about Ready.Set.Retire!
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, hobbies, health matters, and so much more.
Who hosts Ready.Set.Retire!?
Ready.Set.Retire! is hosted by Lori Pinkowski. The show has published 118 episodes to date.
What has Ready.Set.Retire! covered recently?
Recent episodes include "The Year-End Checkup: Your Wealth, Taxes, & Estate" (30 October 2026, 14 minutes), "Financial Scams: Protecting Your Independence" (2 October 2026, 25 minutes), and "The Sandwich Generation: Balancing Family & Finances" (28 August 2026, 15 minutes).
How often does Ready.Set.Retire! publish?
Ready.Set.Retire! publishes roughly monthly, with episodes averaging 18 minutes across 118 episodes.
How hard is it to get booked on Ready.Set.Retire!?
Booking probability for Ready.Set.Retire! is 28%, and the host is rated Selective on guests. Ready.Set.Retire! requires a Pod Score of 80 or higher. Ready.Set.Retire!'s contact route on record: verified email.
Who should pitch Ready.Set.Retire!?
The strongest fits for Ready.Set.Retire! are Investing & Wealth Management. Ready.Set.Retire! has an education audience.
About the host
Lori Pinkowski hosts Ready.Set.Retire!, an education podcast with 118 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
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Episode #118
Financial Scams: Protecting Your Independence
Oct 2, 202625 minFinancial 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...
- Aug 28, 202615 min
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...
- Jun 26, 202615 min
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...
Episode #114
Spring Clean Your Finances
May 8, 202612 minS0<p>Spring cleaning isn't just for your home – your finances deserve the same reset.</p><p>Lori and Jon walk through how to review your portfolio, get ahead of taxes, understand your fees, and make sure your plan is...
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Episode #113
Making Taxes Work for You
Apr 2, 202615 minS0<p>Tax season is a reminder that the best results come from planning ahead, not scrambling at the deadline.</p><p>Lori and Jon share practical strategies for using tax‑efficient accounts like TFSAs and RRSPs wisely...
Episode #112
RRSPs vs. TFSAs: How Do They Stack Up?
Mar 6, 202615 minS0<p>As RRSP season wraps up, Lori and Jon break down the classic question: RRSPs or TFSAs?</p><p>They explain how income, age, and long‑term planning shape the right plan for you, and why using both accounts...
Episode #111
Investing Your Way – Equal Weight Index, Total Cost Reporting Changes, and Investor Personalities
Feb 7, 202616 minS0<p>Lori and Jon unpack what strong market headlines really mean for your own portfolio, and why your return might look different from the index.</p><p>From cap-weighted vs. equal-weight performance to asset allocation...
Episode #110
Market Recap & 2026 Outlook
Jan 9, 202617 minS0<p>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.</p><p>They also share what they’re...
- Nov 28, 202517 minS0
<p>Lori and Jon explore a key question for successful families: what happens when kids inherit wealth that they’re not ready for?</p><p>They share strategies to pass on wealth wisely to help you avoid unnecessary taxes...
Episode #108
Back to School & Legacy Planning
Sep 5, 202517 minS0<p>Lori and Jon discuss why back-to-school season is the perfect time to focus on the next generation.</p><p>From RESP accounts to legacy planning, Lori walks through the best strategies to help you prepare, protect...
Episode #107
Mid-Year Check-Up: Are You Still on Track?
Aug 1, 202520 minS0<p>Join Lori and Jon as they unpack why a mid‑year financial check-in is essential, especially amid shifting markets and political headlines.</p><p>Discover how active management can help you protect your wealth, grow...
- Jun 27, 202527 minS0
<p>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...
Episode #105
How Much Real Estate is Too Much?
Jun 6, 202518 minS0<p>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.</p><p>Lori shares why a diversified, liquid investment strategy...
Episode #104
Market Mania
Apr 24, 202519 minS0<p>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.</p><p>Enjoy!</p><p > Hosted on Acast...
- Mar 26, 202524 minS0
<p>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...
Episode #102
Mastering Sector Rotation
Feb 28, 202517 minS0<p>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...
Episode #101
Winning Strategies for Long-Term Success
Jan 30, 202516 minS0<p>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...
Episode #100
The Centennial Episode
Dec 11, 202429 minS0<p>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...
Episode #99
Financial Literacy Month
Nov 1, 202414 minS0<p>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...
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