Ready.Set.Retire!

By Lori PinkowskiBusiness Education Investing Management

Ready.Set.Retire! episodes

April 06, 2023 Retirement Withdrawal Strategies
One important part of retirement that should not be overlooked is creating a plan for how to withdraw from your nest egg. On today’s episode, Lori & Jon discuss the importance of income planning and what steps to take to come up with a withdrawal plan.
Enjoy!
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22 min
March 24, 2023 We Are Young ft. Katie Mahoney
Listen to the latest episode of Ready Set Retire! Jon & Lori are joined by Katie Mahoney, co-founder of the charitable organization We Are Young. We Are Young’s main goal is to raise social awareness around the inequalities seniors face. Katie tells us all about the charity and shares some incredible stories of the work the charity has achieved so far. They also discuss the charity's plans to expand to BC with the support of Pinkowski Wealth Management!
Enjoy!
https://www.weareyoung.ca/

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23 min
March 10, 2023 Government Retirement Benefits ft. Anne Jackson
Listen to the latest episode of Ready Set Retire! Jon & Lori were joined by Anne Jackson, Vice-President of Wealth and Estate Planning Services at Canaccord Genuity. In honour of celebrating women this week, Lori wanted to recognize Anne as someone she works closely with as she is an expert at what she does.
Anne shares her abundance of knowledge of retirement government benefits. She also explains the perks of income splitting and how to minimize OAS clawback.
Enjoy!
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19 min
February 24, 2023 REPLAY: Mental Health is your Wealth ft. Lana Gowler
REPLAY: Lori and Jon are sitting down to talk about retirement mental health with Lana Gowler, Registered and Master Therapeutic Counsellor from Rainforest Counselling. Together, they go over tips for transitioning into retirement, managing the loss of a spouse and adjusting your routine so that you can prosper in any stage of life.
Find Lana's information here: https://rainforestcounselling.com/retirement/
Enjoy!
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28 min
February 10, 2023 Lets Talk Family Financial Planning
Having an open conversation with your family about your finances and estate planning is never easy but it is necessary. On today’s episode, Lori & Jon discuss how to talk to your family about estate planning and family financial planning.
They talk about the importance of speaking openly with your family and how to get started on family financial planning.
Enjoy!
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21 min
January 27, 2023 Common Investment & Retirement Mistakes
Listen to the latest episode of Ready Set Retire! Retirement is meant to be a relaxing and enjoyable time but without a plan in place, it can be the opposite. Lori and Jon discuss the common investment and retirement planning mistakes that retirees make and how to avoid making the same yourself.
Enjoy!
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25 min
January 13, 2023 Understanding Mutual Funds
Welcome back to Ready Set Retire! To kick start the new year, Lori and Jon sit down to talk all about mutual funds and debunk some common misconceptions.
Together, they discuss the issues with having a portfolio only invested in mutual funds and provide alternative options that could better serve your investment goals!
Enjoy
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27 min
December 16, 2022 2022 Investing Lessons & Year-End checklist
Listen to the last episode of Ready Set Retire! for 2022. Lori and Jon discuss the investing lessons learned in 2022 and her outlook on recession worries going forward.
Lori also explains some tax planning strategies you should consider before year-end and the importance of sector rotation during current market conditions.
Enjoy!
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23 min
December 02, 2022 Senior Living ft. Laura Vanderzalm
On this week's episode, Lori and Jon are joined by Laura Vanderzalm, who is a Business Development Manager at Chartwell Retirement Residences. As planning for future elder care for yourself or loved ones can be daunting, Laura explains everything you need to know about the different types of senior living, the benefits of retirement residences, and how to make the transition!
Find out more here:https://chartwell.com/en/
Enjoy!
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32 min
November 18, 2022 Where there's a Will there's a way!
As November is Make a Will Month, this week's episode is your reminder to get started on your Will if you haven't made one yet! Lori and Jon explain the importance of having a will, discuss how to talk about estate planning with your loved ones, and what happens if you don’t have a will in place?
Enjoy!
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25 min