Ready.Set.Retire! Podcast Por Lori Pinkowski arte de portada

Ready.Set.Retire!

Ready.Set.Retire!

De: 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)

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Lori Pinkowski Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • Estate Planning with a Trust Company ft. Nicole Garton

    Estate Planning with a Trust Company ft. Nicole Garton
    Jun 27 2025

    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 how trust companies like Nicole’s are changing the game.

    Enjoy!

    Hosted on Acast. See acast.com/privacy for more information.
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    27 m
  • How Much Real Estate is Too Much?

    How Much Real Estate is Too Much?
    Jun 6 2025

    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 retirement.

    Happy listening!

    Hosted on Acast. See acast.com/privacy for more information.
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    18 m
  • Market Mania

    Market Mania
    Apr 24 2025

    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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    19 m
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