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EP # 185 | 5 Retirement Regrets Canadian Retirees Confess After 65 (Even Millionaires)

Your Retirement Planning Simplified

Release Date: 03/19/2026

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Your Retirement Planning Simplified

In this episode, Joe Curry breaks down three essential steps to take immediately after retiring in Canada to avoid costly mistakes. Learn how to optimize your RRSP withdrawal strategy, properly time CPP and OAS, and build a sustainable retirement income plan.   Thank you for listening! You can get a full breakdown of each episode on our blog:   Don’t forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at     Want a retirement plan that...

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EP # 185 | 5 Retirement Regrets Canadian Retirees Confess After 65 (Even Millionaires) show art EP # 185 | 5 Retirement Regrets Canadian Retirees Confess After 65 (Even Millionaires)

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In this episode of Your Retirement Planning Simplified, Joe Curry explores five of the most common retirement regrets Canadians experience, from underestimating healthcare costs to not having a written retirement income plan. Learn practical strategies to stress-test your retirement plan, manage inflation, and avoid the financial surprises that can derail retirement confidence.   Resources • • Thank you for listening! You can get a full breakdown of each episode on our blog:   Don’t forget to like, comment, and subscribe for more simplified retirement planning insights!  ...

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In this episode of Your Retirement Planning Simplified, Joe Curry outlines seven expensive retirement planning mistakes affluent Canadians make in their 60s. From CPP and OAS timing to RRSP and RRIF withdrawal strategies, tax-efficient investing, and purposeful spending, this conversation will help you protect your retirement income plan and avoid costly missteps. Thank you for listening! You can get a full breakdown of each episode on our blog:   Don’t forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step? ...

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More Episodes

In this episode of Your Retirement Planning Simplified, Joe Curry explores five of the most common retirement regrets Canadians experience, from underestimating healthcare costs to not having a written retirement income plan. Learn practical strategies to stress-test your retirement plan, manage inflation, and avoid the financial surprises that can derail retirement confidence.

 

Resources

Ontario Securities Commission Retirement Research

Government of Canada – CPP and OAS Information

Thank you for listening!

You can get a full breakdown of each episode on our blog:https://www.retirementplanningsimplified.ca/blog

Don’t forget to like, comment, and subscribe for more simplified retirement planning insights!

Ready to take the next step?

Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12

Want a retirement plan that adapts as your life evolves?

Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement.

Learn more here:https://matthewsandassociates.ca/vsl/ 

About Joe Curry

Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada’s fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it’s about creating meaningful experiences with loved ones and fostering opportunities for the future.

You can reach out to Joe through:

LinkedIn:https://www.linkedin.com/in/curryjoe

Website:https://www.retirementplanningsimplified.ca/

Website: https://matthewsandassociates.ca/vsl/ 

About Retirement Planning Simplified

Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure.

To know more about RPS you can visit the links below:

      LinkedIn:https://www.linkedin.com/company/retirement-planning-simplified/

      Instagram:https://www.instagram.com/retirement_planning_simplified

      Podcast/Blog:https://www.retirementplanningsimplified.ca/blog

      Youtube:https://www.youtube.com/@retirementplanningsimplified

     

Disclaimer

Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.