Your Retirement Planning Simplified

Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love. You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.

EP #91: Capital Gains Tax - Assessing Your Risk and Taking Action 05/30/2024

EP #90: Maximize Your Estate: Strategies to Transfer Assets Tax-Efficiently to Your Beneficiaries 05/23/2024

EP #89: Why Typical Isn't Always Right in Estate Planning 05/16/2024

Ep #88: Testamentary Spousal Trusts 05/09/2024

Fireside Financial Ep 13: Pension to Portfolio: Strategies for Drawing Income in Retirement 05/06/2024

EP #87: The Sandwich Generation 05/02/2024

EP #86: Are You Making These 8 Retirement-Wrecking TFSA Mistakes? 04/25/2024

EP #85: Managing Debt in Retirement 04/18/2024

EP #84: Rock On: Channel Your Inner Rock Star for a Vibrant Life After Work with Dr. Sally Chivers-Storey 04/11/2024

EP #83: 7 Actions to Take in the 5 Years Leading Up to Retirement 04/04/2024

Fireside Financial Ep 12: Grandparenting 101: Instilling Money Values in Grandchildren 04/01/2024

EP #82: Top 5 Non-Money Mistakes in Retirement 03/28/2024

EP #81: 5 Common Money Mistakes in Retirement 03/21/2024

EP #80: Navigating the Behavior Gap: Why the Average Investor Underperforms the Market 03/14/2024

EP #79: Subscribed and Satisfied: Optimizing Your Spending Without Sacrifice 03/07/2024

Fireside Financial EP #11: Turning Family Money into Financial Freedom: Smart Planning for Inheritances 03/04/2024

EP #78: Inheritance: Why Fair and Equal Aren't the Same 02/29/2024

EP #77: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick 02/22/2024

EP #76: Calculating Your Retirement Number: Factoring in Your Pension 02/15/2024

EP #75: A Field Guide to Retirement for Millennials, Retirees and Beyond with Dan Solin 02/08/2024

Fireside Financial EP #10: Estate Planning 101 02/05/2024

EP #74: A Retirement Manifesto with Fritz Gilbert 02/01/2024

EP #73: The Future of Retirement: David Blanchett on Inflation, Alternative Assets and Advice 01/25/2024

EP #72: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 with Matt Holmes 01/18/2024

EP #71: Business Exit Mastery: Avoid Pitfalls & Maximize Value with David C Barnett - Part 2 01/11/2024

EP #70: The Egg Story: Make Sure You’re Taking Action 01/04/2024

Fireside Financial EP #9 Protect Your Legacy: Estate Planning Essentials for Families 01/01/2024

EP #69: Navigating Retirement in 2023: Expert Insights 12/28/2023

EP #68: Business Exit Mastery: Avoid Pitfalls & Maximize Value with David C Barnett - Part 1 12/21/2023

Ep #67: Peace of Mind: The Power in Pre-Planning and Prepaying Your Funeral 12/14/2023