Your Retirement Planning Simplified

Joseph Curry, CFP Professional
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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.

  1. 3 NGÀY TRƯỚC

    Ep# 114: Understanding the Bucket Strategy for Retirement Income: RISA Framework Explained

    Joe and Lindsay conclude their RISA framework series with a look at the final quadrant: time segmentation. It is also known as the "bucket strategy" in retirement planning. Joe explains how this approach divides retirement assets into short-term, mid-term, and long-term buckets, allowing for a balanced retirement income strategy. Retirees can reduce anxiety from market fluctuations by segmenting assets while still achieving growth over time. Joe and Lindsay also discuss the pros and cons of the bucket strategy compared to the total return approach and suggest listeners take the RISA assessment to determine their best retirement income style.  Read the full show notes and find more information here: EP 114 Show Notes

    12 phút

  2. 6 NGÀY TRƯỚC

    Fireside Financial Ep #19: Gaining Clarity: Why Retirees Switch Financial Advisors

    Does this sound familiar? Your advisor tells you not to worry, that you're in a good position for retirement. However, you still feel uncertain and lost about where you stand financially. The struggle to get clear answers and guidance on retirement planning can leave you feeling anxious and overwhelmed. If this resonates with you, it's time to take a different approach to retirement planning and seek the clarity you genuinely deserve.  Dive into a candid conversation between Joe Curry and Regan Schiller, two seasoned retirement planners as they unravel the unspoken complexities of retirement planning.  Read the full show notes and find more information here: Ep 19 Show Notes

    21 phút

  3. 31 THG 10

    Ep #113 Guaranteed Income and Growth: Exploring Risk Wrap Retirement Strategies

    Joe and Lindsay continue their exploration of the RISA. This week we examine the Risk Wrap quadrant, focusing on balancing growth potential with income protection in retirement. We explain how Guaranteed Minimum Withdrawal Benefits (GMWB) work, allowing retirees to invest in the market with the security of a guaranteed income floor. Topics covered include variable annuities, investment strategies, and the pros and cons of GMWBs. Listeners can learn more about retirement income styles and access their personalized RISA assessment for better retirement planning.  Read the full show notes and find more information here: Ep 113 Show Notes

    15 phút

  4. 24 THG 10

    Ep #112 Too Risk Averse for the Market? Explore Income Protection Instead

    In this episode of Your Retirement Planning Simplified, Joe and Lindsay examine the Income Protection Quadrant of the RISA framework, focusing on strategies to secure guaranteed income in retirement.   They discuss the benefits of annuities, defined benefit pensions, Canada Pension Plan (CPP), and Old Age Security (OAS) to create an income floor that covers essential expenses. For retirees who prioritize safety over growth, this approach minimizes uncertainty, making it ideal for those seeking financial security in volatile markets. Learn how to implement this strategy and optimize your retirement income plan for peace of mind.  Read the full show notes and find more information here: Ep 112 Show Notes

    16 phút

  5. 17 THG 10

    Ep # 111 – Flexibility or Security? Weighing the Pros and Cons of a Total Return Retirement

    Joe and Lindsay explore the Total Return quadrant of the RISA framework, emphasizing the importance of understanding retirement income styles. They discuss the Total Return strategy, which focuses on maintaining a diversified portfolio of stocks and bonds, enabling retirees to rely on market growth for sustainable income. We highlight key characteristics of Total Return investors, along with the strategy's pros and cons, providing actionable insights for listeners to assess their retirement planning approaches.   Read the full show notes and find more information here: EP 111 Show Notes

    16 phút

  6. 10 THG 10

    Ep # 110 - Estate Planning Fails: Real Stories of What Can Go Wrong

    Only 48% of Canadians have a will in place.   It's probably been on your to-do list for a long time and you're not alone. In fact, of the people who have a will, only 35% of them are up to date.   If you're feeling the stress of not having your estate planning in order, you are not alone! The stories shared by Ellie Muir, Team Lead of Partner Relations at Clear Estate, highlight the real-life consequences of not revisiting your estate plan and the strain it can put on family relationships. It's time to ensure your legacy is protected and your family is set up for success.  Read the full show notes and find more information here: EP 110 Show Notes

    34 phút

  7. 7 THG 10

    Fireside Financial Ep #18: Top 10 Reasons You Need a Retirement Plan

    If you're feeling uncertain about your retirement finances and making decisions based on guesswork, then you are not alone! Many individuals nearing retirement age find themselves in a similar situation, relying on rules of thumb or hearsay rather than having a concrete plan in place. This lack of clarity can lead to stress, anxiety, and potential financial missteps, leaving you feeling unsure about your retirement future.  Joe and Regan discuss the top 10 reasons to create a sold retirement plan so that you can navigate this critical phase of life with confidence.  Read the full show notes and find more information here: Ep 18 Show Notes

    21 phút

  8. 3 THG 10

    Ep #109: Why Sugarcoating Retirement Plans Does More Harm Than Good

    Joe and Lindsay discuss the importance of transparency in financial planning by sharing a recent client story. A couple came to them frustrated by their previous advisor's lack of clarity, unsure whether they could reach their retirement goals. Through our process—beginning with a strategy session and followed by a comprehensive plan—the couple clearly understood their situation, even though the news wasn't exactly what they wanted to hear. Ultimately, the key takeaway is that honest, actionable advice empowers clients to make informed decisions and stay on track toward their goals.  Read the full show notes and find more information here: EP 109 Show Notes

    8 phút
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Giới Thiệu

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.

Thông Tin

  • Nhà sáng tạo
    Joseph Curry, CFP Professional
  • Năm hoạt động
    2021 - 2024
  • Tập
    100
  • Xếp hạng
    Sạch
  • Bản quyền
    © 2023 Retirement Planning Simplified, all rights reserved.
  • Trang web chương trình
    Your Retirement Planning Simplified

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