Ready.Set.Retire!

By Lori PinkowskiBusiness Education Investing Management

Ready.Set.Retire! episodes

October 02 Financial Scams: Protecting Your Independence
Financial scams are becoming increasingly sophisticated, making it easier than ever to be caught off guard.
Lori and Jon are joined by Karen Reid Sidhu from Metro Vancouver Crime Stoppers to discuss common scams targeting Canadians today, including romance scams, investment fraud, and impersonation schemes.
Hear their practical tips to protect yourself and your loved ones, spot red flags, and report suspicious activity.
Hosted on Acast. See acast.com/privacy for more information.
25 min
August 28 The Sandwich Generation: Balancing Family & Finances
Supporting family members while planning for your own future can be a tricky balancing act.
Lori and Jon break down how the “sandwich generation” can help both children and aging parents while staying on track for retirement, including thoughtful gifting, estate planning, and having important family conversations early.
Hosted on Acast. See acast.com/privacy for more information.
15 min
July 30 Canadian Real Estate Update
Is real estate still the investment Canadians think it is?
Lori and Jon unpack one of Canada's deepest housing market corrections in decades, what's driving the slowdown, and what today's market could mean for homeowners, buyers, and investors.
Hosted on Acast. See acast.com/privacy for more information.
17 min
June 26 Mid-Year Check-In: Is Your Portfolio Still on Track?
Lori and Jon discuss why a mid-year portfolio check-in is about more than just market headlines. From avoiding FOMO-driven decisions to evaluating whether your portfolio is aligned with your long-term goals, they share practical insights to help investors stay focused and disciplined.
Hosted on Acast. See acast.com/privacy for more information.
15 min
May 08 Spring Clean Your Finances
Spring cleaning isn't just for your home – your finances deserve the same reset.
Lori and Jon walk through how to review your portfolio, get ahead of taxes, understand your fees, and make sure your plan is aligned with where your life is headed.
Enjoy the episode!
Hosted on Acast. See acast.com/privacy for more information.
12 min
April 02 Making Taxes Work for You
Tax season is a reminder that the best results come from planning ahead, not scrambling at the deadline.
Lori and Jon share practical strategies for using tax‑efficient accounts like TFSAs and RRSPs wisely, thinking through life changes, and making confident decisions that add up over time.
Tune in!
Hosted on Acast. See acast.com/privacy for more information.
16 min
March 06 RRSPs vs. TFSAs: How Do They Stack Up?
As RRSP season wraps up, Lori and Jon break down the classic question: RRSPs or TFSAs?
They explain how income, age, and long‑term planning shape the right plan for you, and why using both accounts strategically can provide flexibility, reduce taxes, and manage OAS in retirement.
Let's dive in!
Hosted on Acast. See acast.com/privacy for more information.
15 min
February 07 Investing Your Way – Equal Weight Index, Total Cost Reporting Changes, and Investor Personalities
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!
Hosted on Acast. See acast.com/privacy for more information.
16 min
January 09 Market Recap & 2026 Outlook
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!
Hosted on Acast. See acast.com/privacy for more information.
18 min
November 28, 2025 Preparing the Next Generation for Their Inheritance
Lori and Jon explore a key question for successful families: what happens when kids inherit wealth that they’re not ready for?
They share 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.
18 min