96 episodes

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.

Your Retirement Planning Simplified Joseph Curry, CFP Professional

    • Business
    • 5.0 • 20 Ratings

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

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

    Joe and Dr. Sally Chivers-Storey explore the dynamics of aging, retirement, and intergenerational collaboration.  

    They delve into the complexities of navigating workplace tensions arising from different generational perspectives and caregiving responsibilities. Dr. Chivers emphasizes the importance of valuing the wisdom and experiences of older adults, challenging ageist beliefs, and fostering intergenerational spaces where individuals of all ages can learn from each other and contribute meaningfully to society.  
    Read the full show notes and find more information here: EP 84 Show Notes

    • 37 min
    EP #83: 7 Actions to Take in the 5 Years Leading Up to Retirement

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

    We discuss seven key actions to take in the five years leading up to retirement. We want you to get clear on retirement goals and cash flow requirements. We advise you to get clear on your current financial standing and bridge any gaps well in advance.  

    We look at the importance of creating a shared vision for retirement, understanding future income sources, optimizing taxes, and conducting a cash flow audit to eliminate unnecessary subscriptions. We also stress the importance of maximizing employer benefits and gradually shifting towards a retirement-appropriate investment portfolio to ensure a smooth transition into retirement.  
    Read the full show notes and find more information here: EP 83 Show Notes

    • 13 min
    Fireside Financial Ep 12: Grandparenting 101: Instilling Money Values in Grandchildren

    Fireside Financial Ep 12: Grandparenting 101: Instilling Money Values in Grandchildren

    This month Joe and Regan dive into how to educate grandchildren about money. They use real-life examples like grocery shopping and budgeting exercises. They look at how grandparents can make meaningful contributions, such as gifting money with a purpose, like for a car or post-secondary education while instilling lessons about financial responsibility. 

    By engaging in open conversations and setting positive examples, grandparents can play a crucial role in shaping their grandchildren's financial literacy and long-term financial well-being. 

    Read the full show notes and find more information here: EP 12 Show Notes

    • 15 min
    EP #82: Top 5 Non-Money Mistakes in Retirement

    EP #82: Top 5 Non-Money Mistakes in Retirement

    We explore the top five non-money mistakes in retirement planning. We look at how retirement isn’t just about financial readiness but also about finding fulfillment and direction in life post-career.  

    We look at the significance of social engagement, staying physically active, maintaining a growth mindset, and transitioning from a savings to a spending mindset in retirement.   
    Read the full show notes and find more information here: EP 82 Show Notes

    • 14 min
    EP #81: 5 Common Money Mistakes in Retirement

    EP #81: 5 Common Money Mistakes in Retirement

    In this podcast episode, hosts Joe Curry and Lindsay Wilson discuss common mistakes in retirement planning, cautioning against relying solely on advice from friends and family who may lack expertise in financial matters. They emphasize the importance of seeking professional guidance tailored to one's unique situation, highlighting scenarios such as CPP payment timing and asset allocation during market downturns. 
    The hosts stress the necessity of comprehensive planning, including considerations of retirement income sources, tax strategies, risk management, and estate planning. They advocate for conducting a "dress rehearsal" for retirement expenses and budgeting for potential cost increases in future projects or expenses, underscoring the multifaceted nature of retirement preparation and the need for careful analysis and professional assistance. 
    Read the full show notes and find more information here: EP 81 Show Notes

    • 22 min
    EP #80: Navigating the Behavior Gap: Why the Average Investor Underperforms the Market

    EP #80: Navigating the Behavior Gap: Why the Average Investor Underperforms the Market

    In this podcast, Dr. Daniel Crosby joins Joseph to discuss the impact of behavioral biases on retirement planning. They delve into overconfidence as a key bias, emphasizing its role in risk-taking behavior and decision-making. Dr. Crosby advises automating financial processes and seeking professional guidance to bridge the behavior gap. The conversation also previews Dr. Crosby's upcoming book, "Soul of Wealth," which explores 50 essays on mind, money, and meaning, offering valuable insights for those navigating the psychological challenges of retirement. 
    Read the full show notes and find more information here: EP 80 Show Notes

    • 28 min

Customer Reviews

5.0 out of 5
20 Ratings

20 Ratings

dressesworldwide ,

Great podcaster. very informative. useful info.

Great Potcaster. Very informative. Useful info. Easy to understand. Straightforward.

Big J 3746 ,

Good info!

Not salesy, just good info on retirement planning, simplified.

Lc163837 ,

Great content!

Retirement content for Canadians in or approaching retirement!

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