Ready.Set.Retire! copertina

Ready.Set.Retire!

Ready.Set.Retire!

Di: Lori Pinkowski
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A proposito di questo titolo

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 Economia Finanza personale Gestione e leadership Management
Episodi
  • Investing Your Way – Equal Weight Index, Total Cost Reporting Changes, and Investor Personalities

    Investing Your Way – Equal Weight Index, Total Cost Reporting Changes, and Investor Personalities
    Feb 7 2026

    Lori and Jon unpack what strong market headlines really mean for your own portfolio, and why your return might look different from the index. From cap-weighted vs. equal-weight performance to asset allocation, currency impacts, and new total cost reporting, they cover the key factors shaping your investment results.

    Happy listening!

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    16 min
  • Market Recap & 2026 Outlook

    Market Recap & 2026 Outlook
    Jan 9 2026

    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. They also share what they’re watching as portfolios head into 2026, and why discipline and active management remain key.

    Enjoy the episode!

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    17 min
  • Preparing the Next Generation for Their Inheritance

    Preparing the Next Generation for Their Inheritance
    Nov 28 2025

    Lori and Jon explore a key question for successful families: what happens when kids inherit wealth they’re not ready for? Lori shares strategies to pass on wealth wisely to help you avoid unnecessary taxes and prepare the next generation for financial confidence.

    Happy listening!

    Hosted on Acast. See acast.com/privacy for more information.
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    17 min
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