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Ready.Set.Retire! 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 THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA
Hosted on Acast. See acast.com/privacy for more information.
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Family Wealth Talks
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 with the transition of wealth. Enjoy!
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Trust & Estate Planning ft. Michael Scott
In 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 common issues he sees when helping families with estate planning and what advice he would give families to ensure an organized transition of wealth.
Click here to find out how you can contact Michael directly: https://www.cwilson.com/people/michael-scott/
Enjoy!
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Investing in Retirement: Real Estate or Stocks?
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 how they compare in historical performance.
Enjoy!
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Currency of Life
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 a good relationship with money, and how health plays a role in your attitude toward money as you enter retirement.
Enjoy!
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Retire Strong! ft. Sheila Hamilton
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 address the most common misconceptions about fitness and aging, Sheila shares some tips for preventing injuries during exercise and so much more!
Click here to learn more about Sheila and how to book a class: Sheila Hamilton Movement Garden – Online Fitness Classes with Heart
Enjoy!
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Relationships in Retirement
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 during retirement, how to find love after loss, and some ways to maintain existing lifelong relationships.
Enjoy!
Hosted on Acast. See acast.com/privacy for more information.