Ready.Set.Retire!

By Lori PinkowskiBusiness Education Investing Management

Ready.Set.Retire! episodes

February 22, 2024 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!
Hosted on Acast. See acast.com/privacy for more information.
30 min
February 09, 2024 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.
20 min
January 26, 2024 Volatility Cycles and Investor Personalities
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 personality types and some of investor dos and don'ts!
Enjoy!
Hosted on Acast. See acast.com/privacy for more information.
24 min
January 12, 2024 Setting Up Your Portfolio for Success
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 2024 and what areas of the market are anticipated to perform well. They also discuss the importance of setting goals and tips to cope with market ups and downs.
Enjoy!
Hosted on Acast. See acast.com/privacy for more information.
20 min
December 15, 2023 End of Year Income and Tax Planning
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 preparing for tax year-end, how selling investments at a loss works as a year-end tax strategy and so much more!
Enjoy!
Hosted on Acast. See acast.com/privacy for more information.
19 min
December 01, 2023 Tis The Season To Be Giving!
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 acast.com/privacy for more information.
24 min
November 10, 2023 Importance of a Will & Estate Planning
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 without a will, and how to discuss family estate planning with your loved ones to ensure everyone is prepared for the future.
Enjoy!
Hosted on Acast. See acast.com/privacy for more information.
24 min
October 27, 2023 REPLAY: Charitable Giving ft. John Bromley
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 may be the best route for ongoing charitable giving. Donations are not only a great way to give back, but also a great way to reduce your tax bill.
Website: https://www.charitableimpact.com/
Enjoy!
Hosted on Acast. See acast.com/privacy for more information.
29 min
October 13, 2023Women's Health and Wealth
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 and what you should be doing if your spouse is the one responsible for the financial decisions in the household.
Enjoy!
If you would like more information on how you can help, you can visit:
https://cancer.ca/en/
https://bccancerfoundation.com/
https://breastcancerprogress.ca/

Hosted on Acast. See acast.com/privacy for more information.
20 min
September 29, 2023 Palliative Care ft. Dr. Pippa Hawley
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 terminal diagnosis, and what the friends and family of the patient can do to support themselves during this time too.
Dr. Pippa Hawley's book: https://lapofhonourbook.com/
Enjoy!
Hosted on Acast. See acast.com/privacy for more information.
39 min