Join Joseph Curry, CFP Professional and President of Matthews + Associates, 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://matthewsandassociates.ca/
Ep #20: Do I Need $1 Million To Retire?
Many Canadians are concerned about inflation’s impact on retirement savings, and rightly so. Without the correct plan in place, it can be easy to miscalculate how much you will need to have a good retirement. With a new report from Aon stating that the average 45-year-old Canadian will need to accumulate $1.4 million in retirement savings to retire comfortably, people are even more concerned and confused. Is this an accurate number for Canadians to aim for? In this episode, Joe and Lindsay take a look at this report and break down everything you need to know about retirement savings.
You can find show notes and more information by clicking here: https://matthewsandassociates.ca/podcast/20
Ep #19: Investing in Retirement
Oftentimes, people mistakenly think that once they hit retirement, they no longer need to invest. They believe that retirement is the time to live off of their savings and simply avoid financial risks. Although you no longer are earning a working income once you hit retirement, this doesn’t mean you should stop investing. So, in this episode, Joe and Lindsay will be discussing how to continue investing in retirement to ensure you don’t run out of money long-term.
You can find show notes and more information by clicking here: https://matthewsandassociates.ca/podcast/19
Ep #18: Canada Pension Plan (CPP) and Old Age Security (OAS) Timing
At Matthews & Associates, we get a lot of questions surrounding the topics of the Canadian Pension Plan (CPP) and Old Age Security (OAS). Our clients want to know what these are, what the difference between the two is, and how to go about calculating them. So, in this episode, we have Lindsay Wilson, Client Care Coordinator, joining the show to help me shed light on these very important but sometimes misunderstood government benefits.
You can find show notes and more information by clicking here: https://matthewsandassociates.ca/podcast/18
Ep #17: Cash Flow in Retirement
Without the right planning in place, new retirees often find the financial aspect of the retirement transition to be somewhat daunting. Although we can plan for retirement for years, estimating actual cash flow needs can be pretty tricky. So, in this episode, I will be explaining how to figure out how much you will likely need to keep up the same lifestyle in retirement that you have while you are still working.
You can find show notes and more information by clicking here: https://matthewsandassociates.ca/17
Ep #16: Living a Passion Driven and Authentic Life with Scott Armstrong
Many individuals want a retirement that is authentic to who they are, passion-driven, and filled with purpose. However, it takes a certain kind of mindset to achieve the motivation, tools, and community for someone who is retirement age to make this happen. Mind Switch helps individuals transition from their careers and create the next phase of their lives to be as uniquely compelling as they are by reinventing what retirement can be. Today, Scott Armstrong, CEO of Mind Switch Training, will be joining the show to discuss the six key foundations needed for your greatest ambitions to come to life.
You can find show notes and more information by clicking here: https://matthewsandassociates.ca/podcast/16
Ep #15: Retirement Income Bucket Strategies
The retirement income "buckets" approach generally involves dividing your short-term cash and long-term investments into different buckets. This way, regardless of the short-term performance of your investment portfolio, you can make planned withdrawals and regular payments from the buckets without feeling uncertain about the state of your portfolio. There are many versions of the buckets approach, and in this episode, I am going to be sharing a few options for you to consider as you plan for your retirement.
You can find show notes and more information by clicking here: https://matthewsandassociates.ca/podcast/15