Lori Pinkowski
Ready.Set.Retire!Episodes
Episodes of Ready.Set.Retire!
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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,
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
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
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
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
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
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 addre
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 du
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 person
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 202
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 pr
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 ac
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
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
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 a
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
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.En
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
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 im
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 Stoc
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
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 creatin
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 ma
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,
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 abou
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