Ep #124: Understanding RRIFs: Strategies to Save on Taxes and Boost Income
Your Retirement Planning Simplified
Release Date: 01/16/2025
EP # 144 - Retirement Isn’t the End: Age with Confidence, Strength, and Purpose with Laura Lynn Morrissey
Your Retirement Planning Simplified
In this episode of Your Retirement Plan Simplified, Joe Curry interviews Laura Lynn Morrissey, founder of Silver Savvy, about how to plan for aging wisely and enjoy a healthy, independent retirement. With her background in finance and healthcare, Laura shares expert strategies to help you age in place, stay socially connected, and integrate financial planning with health and lifestyle goals. Whether you're planning for your own retirement or helping aging parents, you'll learn practical tips for aging at home, choosing the right home care providers, and having essential conversations about...
info_outline
EP # 143 - Test-Drive Retirement: Mini Retirements, Intentional Living, and Finding Joy with Jillian Johnsrud
Your Retirement Planning Simplified
What if you could test-drive retirement before diving in? In this episode of Retirement Planning Simplified, Joe sits down with Jillian Johnsrud, financial independence expert and author of Retire Often, to explore how mini retirements can help you design a meaningful, purpose-driven life before and during retirement. From saving aggressively in her 20s to taking over a dozen mini-retirements by age 42, Jillian shares her journey and practical tools to help you: ✅ Live intentionally ✅ Manage time in retirement ✅ Balance financial security with everyday joy Whether you’re approaching...
info_outline
EP # 142 - The 7 Pillars of Retirement Planning: A Practical Guide
Your Retirement Planning Simplified
Retirement isn’t just about your finances—it’s about designing a life you love. In this episode, Joe Curry and Lindsay Wilson break down the 7 key pillars of a fulfilling retirement, with a focus on the three most essential: your financial foundation, your health, and your lifestyle. This is your practical guide to planning retirement with purpose—so you don’t just coast through retirement, but thrive in it. What You’ll Learn: ✅ Why financial planning is the foundation of retirement freedom ✅ How to protect and extend your health span, not just your lifespan ✅ How to...
info_outline
EP # 141 - Rethinking Retirement: Aging, Identity, and the Power of Mentorship with Dr. Deborah Heiser
Your Retirement Planning Simplified
What if retirement wasn’t the end of your story—but the beginning of your legacy? In this episode, Joe chats with Dr. Deborah Heiser, a developmental psychologist and founder of The Mentor Project, about how retirees can find purpose, connection, and fulfillment through mentorship, movement, and mindset. They explore the concept of generativity—our natural drive to give back—as a key to emotional well-being in midlife and retirement. Deborah shares how mentoring others boosts both health and happiness, why reframing retirement as an opportunity (not a decline) is essential, and how...
info_outline
EP # 140 - Women & Wealth: Smart Retirement Planning for a Confident Future
Your Retirement Planning Simplified
In this episode, Joe Curry sits down with financial expert Russ Thornton to reveal why women face unique hurdles in retirement—and how to overcome them. From longer life expectancies to career breaks for caregiving, Russ shares real-world strategies to build confidence, plan smart, and avoid costly mistakes. They break down what women need to know about Social Security, investing, and balancing today's needs with tomorrow's dreams. If you want to take control of your financial future, this conversation is a must-listen. Check out the show notes for
info_outline
EP # 139 - The New Retirement: Work, Purpose & Aging with Dr. Corinne Auman
Your Retirement Planning Simplified
In this episode, Joe sits down with Dr. Corinne Auman, a developmental psychologist who specializes in adulthood and aging, to talk about how our perspectives on aging and retirement are evolving. She explores common myths about getting older, how to find purpose after retirement, and the power of staying socially connected. Dr. Auman also shares advice for business owners on how to support older workers and build age-friendly workplaces. Plus, they discuss how to prepare for caregiving roles and why honest family conversations about aging are so important. Check out the show notes for ....
info_outline
Ep # 138 - Move More, Live Better: Confidence, Consistency & Commitment with Esther Avant
Your Retirement Planning Simplified
Joe chats with guest Esther Avant, a health industry expert, who emphasizes the critical role of prioritizing health for a fulfilling retirement. Esther highlights actionable strategies to kickstart a healthy lifestyle, regardless of where someone stands in their health journey. The episode explores the misconceptions about aging and health, practical steps for incorporating physical activity and wellness routines, and the importance of nutrition and sleep. This conversation underscores how consistent, small efforts contribute significantly to long-term well-being. Check out the show...
info_outline
Ep # 137 - Home Care to Care Homes: The Eldercare Journey with Amy Friesen
Your Retirement Planning Simplified
Joe welcomes Amy Friesen, senior living expert. They highlight the challenges and solutions for aging individuals and their families. They examine various aspects of elder care, including planning for home modifications, navigating retirement homes, and understanding long-term care options. They emphasize the importance of planning, open family communication, and understanding the real costs involved in care options. Amy also provides insights into caregiver burnout and the importance of balancing life commitments with caregiving responsibilities. Read .
info_outline
Ep # 136 - Mastering Your Money Mindset for a Fulfilling Retirement with John Hankins
Your Retirement Planning Simplified
The podcast episode delves into the nuances of financial therapy and its importance in retirement planning. John Hankins, a financial therapist, joins host Joe Curry to explain the intersection of emotional well-being and financial planning. They explore how financial therapy can help individuals and couples navigate anxiety and issues related to money, particularly when transitioning to retirement. The conversation forms a bridge between understanding one's relationship with money and making informed, value-driven financial decisions in one's later years. Read .
info_outline
Ep #135: Retirement is Not a Math Problem with Roger Whitney (The Retirement Answer Man)
Your Retirement Planning Simplified
Joe sits down with Roger Whitney, the Retirement Answer Man, to discuss agile retirement planning, financial confidence, and redefining retirement beyond just money. Roger shares insights on why retirement is not a math problem, how to invest in your life and passions, and the importance of social engagement and community in retirement. They also explore how the Rock Retirement Club helps retirees navigate financial and lifestyle transitions, avoid common pitfalls, and build a fulfilling future. Tune in for expert strategies on retirement income planning, financial freedom, and creating a...
info_outlineJoe answers the most common questions about Registered Retirement Income Funds (RRIFs) to demystify how they work and their role in retirement planning. He explains the differences between RRSPs and RRIFs, minimum withdrawal rules, tax implications, beneficiary designations, and strategies to minimize taxes while maximizing retirement income. With practical tips on income splitting, leveraging the pension tax credit, and aligning your RRIF investments with your retirement income style, this episode provides actionable insights for anyone preparing for or navigating retirement. Learn how RRIFs fit into a comprehensive retirement plan and discover how to make the most of your retirement savings.
Read the full show notes and find more information here: Ep 124 Show Notes