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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!
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| Episode | Date |
|---|---|
|
Spring Clean Your Finances
|
May 08, 2026 |
|
Making Taxes Work for You
|
Apr 02, 2026 |
|
RRSPs vs. TFSAs: How Do They Stack Up?
|
Mar 06, 2026 |
|
Investing Your Way – Equal Weight Index, Total Cost Reporting Changes, and Investor Personalities
|
Feb 07, 2026 |
|
Market Recap & 2026 Outlook
|
Jan 09, 2026 |
|
Preparing the Next Generation for Their Inheritance
|
Nov 28, 2025 |
|
Back to School & Legacy Planning
|
Sep 05, 2025 |
|
Mid-Year Check-Up: Are You Still on Track?
|
Aug 01, 2025 |
|
Estate Planning with a Trust Company ft. Nicole Garton
|
Jun 27, 2025 |
|
How Much Real Estate is Too Much?
|
Jun 06, 2025 |
|
Market Mania
|
Apr 24, 2025 |
|
Trusts, Transparency & Smooth Wealth Transition ft. Steve Parr
|
Mar 26, 2025 |
|
Mastering Sector Rotation
|
Feb 28, 2025 |
|
Winning Strategies for Long-Term Success
|
Jan 30, 2025 |
|
The Centennial Episode
|
Dec 11, 2024 |
|
Financial Literacy Month
|
Nov 01, 2024 |
|
Financial Plans ft. Cindy David
|
Sep 27, 2024 |
|
Learning from Losses!
|
Aug 29, 2024 |
|
Ready, Set, Travel! ft. Melinda Burns
|
Aug 01, 2024 |
|
Mid-Year Check-In
|
Jun 28, 2024 |
|
Tax Planning Tips ft. Cindy David
|
May 31, 2024 |
|
15 Years in Review
|
May 10, 2024 |
|
Family Wealth Talks
|
Apr 26, 2024 |
|
Trust & Estate Planning ft. Michael Scott
|
Apr 12, 2024 |
|
Investing in Retirement: Real Estate or Stocks?
|
Mar 22, 2024 |
|
Currency of Life
|
Mar 07, 2024 |
|
Retire Strong! ft. Sheila Hamilton
|
Feb 22, 2024 |
|
Relationships in Retirement
|
Feb 09, 2024 |
|
Volatility Cycles and Investor Personalities
|
Jan 26, 2024 |
|
Setting Up Your Portfolio for Success
|
Jan 12, 2024 |
|
End of Year Income and Tax Planning
|
Dec 15, 2023 |
|
Tis The Season To Be Giving!
|
Dec 01, 2023 |
|
Importance of a Will & Estate Planning
|
Nov 10, 2023 |
|
REPLAY: Charitable Giving ft. John Bromley
|
Oct 27, 2023 |
|
Women's Health and Wealth
|
Oct 13, 2023 |
|
Palliative Care ft. Dr. Pippa Hawley
|
Sep 29, 2023 |
|
How To Deal With Market Volatility
|
Sep 15, 2023 |
|
Inflation & Retirement Planning
|
Aug 25, 2023 |
|
Pros and Cons of Different Investments
|
Aug 11, 2023 |
|
Market Updates: Stock vs Real Estate
|
Jul 28, 2023 |
|
Nobody's Perfect! Common Investor Mistakes
|
Jul 14, 2023 |
|
Estate Planning for Beneficiaries with Disabilities ft. Geoffrey White
|
Jun 30, 2023 |
|
Sell in May and Go Away?
|
Jun 16, 2023 |
|
Tax Planning for Business Owners ft. Shane Schepens
|
May 19, 2023 |
|
Retiring as a Business Owner
|
May 05, 2023 |
|
Tips for Preserving Generational Wealth
|
Apr 21, 2023 |
|
Retirement Withdrawal Strategies
|
Apr 06, 2023 |
|
We Are Young ft. Katie Mahoney
|
Mar 24, 2023 |
|
Government Retirement Benefits ft. Anne Jackson
|
Mar 10, 2023 |
|
REPLAY: Mental Health is your Wealth ft. Lana Gowler
|
Feb 24, 2023 |
|
Lets Talk Family Financial Planning
|
Feb 10, 2023 |
|
Common Investment & Retirement Mistakes
|
Jan 27, 2023 |
|
Understanding Mutual Funds
|
Jan 13, 2023 |
|
2022 Investing Lessons & Year-End checklist
|
Dec 16, 2022 |
|
Senior Living ft. Laura Vanderzalm
|
Dec 02, 2022 |
|
Where there's a Will there's a way!
|
Nov 18, 2022 |
|
REPLAY: Financial Health ft. Cindy David
|
Nov 04, 2022 |
|
DIY Investing
|
Oct 21, 2022 |
|
All About Markets!
|
Oct 07, 2022 |
|
REPLAY: Dementia ft. Jen Lyle
|
Sep 23, 2022 |
|
Finding the right Financial Advisor
|
Sep 09, 2022 |
|
Cruising after Covid with Cruise Encounters
|
Aug 12, 2022 |
|
Benefits of a Mortgage Broker ft. Paula Siemens
|
Jul 29, 2022 |
|
Estate and Family Financial Planning
|
Jul 15, 2022 |
|
The Recap
|
Jun 30, 2022 |
|
Emotional Investing & Men's Health Month
|
Jun 17, 2022 |
|
Interest Rates & Protecting your Retirement
|
Jun 03, 2022 |
|
Mental Health is Wealth ft. Lana Gowler
|
May 20, 2022 |
|
Charitable Giving ft. John Bromley
|
May 06, 2022 |
|
Interest Rates & Bad Bond Funds
|
Apr 22, 2022 |
|
Retirement Withdrawal Strategies & Income Planning
|
Apr 08, 2022 |
|
Managing Finances with your Partner
|
Mar 25, 2022 |
|
International Women's Day: Women, Investing and Retirement!
|
Mar 12, 2022 |
|
Travel & Retirement ft. Melinda Burns
|
Feb 26, 2022 |
|
Financial Health ft. Cindy David
|
Jan 29, 2022 |
|
2022: Tips, Predictions & Outlooks
|
Jan 15, 2022 |
|
5 Things We've Learned in 2021
|
Dec 18, 2021 |
|
Investor Emotions & Omicron
|
Dec 04, 2021 |
|
Financial Literacy
|
Nov 20, 2021 |
|
Mortgage Mania ft. Cindy Ricketts
|
Nov 05, 2021 |
|
Risk Management
|
Oct 22, 2021 |
|
Q&A
|
Oct 08, 2021 |
|
Dementia ft. Jen Lyle
|
Sep 24, 2021 |
|
World Alzheimer's Month
|
Sep 10, 2021 |
|
A Trusted Company ft. Jessica Lo
|
Aug 06, 2021 |
|
Family Finance Planning
|
Jul 23, 2021 |
|
Bi-Annual Predictions: 2021
|
Jul 09, 2021 |
|
Business Owners ft. Cindy David
|
Jun 25, 2021 |
|
Money on your Mind
|
Jun 11, 2021 |
|
REPLAY: Wills & Estates Part 1 ft. Rose Shawlee
|
May 28, 2021 |
|
5 Steps to a Healthy & Happy Retirement
|
May 21, 2021 |
|
Mutual Funds
|
May 07, 2021 |
|
Gardening 101 ft. Rudi Pinkowski
|
Apr 23, 2021 |
|
Real Estate and Retirement
|
Apr 09, 2021 |
|
Wills & Estates Part 2 ft. Rose Shawlee
|
Mar 26, 2021 |
|
Wills & Estates Part 1 ft. Rose Shawlee
|
Mar 13, 2021 |
|
Women and Retirement
|
Feb 27, 2021 |
|
Retirees staying active ft. Helen Murphy
|
Feb 06, 2021 |
|
Lori's Lesson's Learned
|
Jan 23, 2021 |
|
Ways to ensure a Happy & Healthy Retirement in 2021
|
Jan 08, 2021 |
|
2020 Recap
|
Dec 18, 2020 |
|
Canadian Banks, GDP & Mutual Funds
|
Dec 05, 2020 |
|
Late Life Finances
|
Nov 21, 2020 |
|
What's Happening with the Markets
|
Nov 07, 2020 |
|
5 Decades of Retirement
|
Oct 23, 2020 |
|
Pandemic Anxieties ft. Dr. Dorothy Reddy
|
Oct 09, 2020 |
|
The Covid Impact: Retirement Edition
|
Sep 25, 2020 |
|
Staycation Investment Properties ft. David Nagel
|
Sep 11, 2020 |
|
Boring But Bad Portfolios
|
Aug 28, 2020 |
|
5 Reasons Retirees Worry
|
Aug 14, 2020 |
|
Stocks vs. Bonds
|
Jul 31, 2020 |
|
Real Solutions for Retirees ft. Cindy David
|
Jul 10, 2020 |
|
Retirement Planning After Covid
|
Jun 26, 2020 |
|
Retirement Checklist
|
Jun 12, 2020 |