Shows / Your Retirement Planning Simplified
Your Retirement Planning Simplified
Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional, Certified Exit Planning Advisor 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…
Episodes
- Your Retirement Planning Simplified
EP #62: Mistakes you Might be Making in Retirement Planning, Pt 1
In this engaging podcast episode, the hosts dive deep into the critical retirement risks that many individuals overlook in their retirement planning. This…
Your Retirement Planning SimplifiedFireside Financial Ep 7: Maximizing Retirement Planning: How Minimizing Can Maximize Your Financial Future
In this episode of Fireside Financial, CFPs Joe Curry and Regan Schiller delve Home Equity Lines of Credit (HELOC) versus reverse mortgages. They provide…
- Your Retirement Planning Simplified
EP #61: Buyer Beware: If you're paying for a plan, make sure it's a plan
Join us as we address a growing concern: the oversimplification of retirement advice. We highlight the pitfalls of an overreliance on factors like predicted…
- Your Retirement Planning Simplified
EP #60: Don't Overlook Inflation: Strategies to Protect your Retirement Income
Joe and Lindsay examine the little-discussed sequence of inflation risk. While most people plan for retirement with a fixed, average inflation rate, it's…
- Your Retirement Planning Simplified
EP #59: Empower Your Retirement: Strategies for Boosting Brain Health with Jen Johnstone and Sarah Cook
In this engaging podcast conversation, Jen Johnstone (Executive Director) and Sarah Cook (Education Program Supervisor) from the Peterborough and Area…
- Your Retirement Planning Simplified
EP #58: I Wish I Didn't Invest in RRSPs
Join us for an in-depth look at the ins and outs of RRSPs (Registered Retirement Savings Plans). You'll hear why some individuals regret investing in RRSPs due…
- Your Retirement Planning Simplified
EP #57: Retirement Dress Rehearsal: Prepare for Retirement Like a Pro
Joe and Lindsay dive into the concept of a "retirement dress rehearsal." Doing a dry run of retirement leads to a smooth retirement transition and prior…
Your Retirement Planning SimplifiedFireside Financial Ep 6: Strategic Withdrawal Strategies: Making the Most of Your Registered Retirement Income Funds
Joe Curry (CFP, Retirement Planning Simplified) and Regan Schiller (CFP, Your Canadian Retirement Specialist) examine the intricacies of optimizing retirement…
- Your Retirement Planning Simplified
EP #56: Key Lessons from "The Millionaire Next Door"
Joe and Lindsay share key insights taken from the financial classic, "The Millionaire Next Door" by Thomas J. Stanley and William D. Danko. With the book's…
- Your Retirement Planning Simplified
Ep #55: Do I Need a Financial Planner? Or a Wealth Advisor? Yes, it's Confusing.
In the latest episode, Joe and Lindsay dive into the often-perplexing world of financial professionals and their designations. With titles ranging from…
- Your Retirement Planning Simplified
EP #54: Unlocking Fulfillment and Purpose in Retirement: Insights from Mary Ellen French and David Wing
Mary Ellen French and David Wing of "The Retirement Years" podcast join Joe on this week's episode of "Your Retirement Planning Simplified." With a blend of…
- Your Retirement Planning Simplified
EP #53: Next-Level Financial Planning: Unleash Your Potential with a Wealth Advisor - Preet Banerjee
Joe welcomes Dr. Preet Banerjee to "Your Retirement Planning Simplified". Preet is a well-known Canadian personal finance and investing expert, Globe and Mail…
Your Retirement Planning SimplifiedFireside Financial Ep 5: Mastering Retirement Planning: CPP, Investments, and Personal Goals
In this engaging episode of Fireside Financial, Joe and Regan dive into a range of retirement-related questions from their audience. Covering topics like CPP…
- Your Retirement Planning Simplified
EP #52: Maximizing Retirement Joy: How to Enjoy Life to the Fullest while Leaving a Meaningful Legacy
The choice between savoring retirement and leaving an inheritance can become a pivotal decision when you're planning for retirement. We examine some common…
- Your Retirement Planning Simplified
EP #51: Mastering Financial Savvy for Luxury Travel: Tips from Danielle Desir Corbett
In this episode, host Joseph welcomes travel expert Danielle to the show. With years of experience in finding creative ways to afford travel, Danielle shares…
- Your Retirement Planning Simplified
EP 50: Managing Taxes – Strategies for Business Owners
In this episode, we dive further into the world of taxes for business owners. We highlight the advantage of tax deferral by keeping profits within the…
- Your Retirement Planning Simplified
Ep #49: Minimize Taxes, Maximize Your Retirement Income
In this podcast episode, we delve further into the world of tax planning in retirement. We stress the importance of basic financial education and understanding…
Your Retirement Planning SimplifiedFireside Financial Ep 4: Maximizing Retirement Income: The Impact of Financial Assistance on Your Golden Years
In Episode 4 of Fireside Financial, Joseph and Regan discuss the increasing trend of parents supporting their millennial children financially. They explore…
- Your Retirement Planning Simplified
EP #48: Mastering Emotions and Investing: How a Long-Term Perspective Leads to Financial Success
In this episode, Joe and Lindsay delve into a pressing question that many investors have: "My portfolio is down $100,000 - will it recover?" Drawing from a…
- Your Retirement Planning Simplified
EP #47: How to Achieve a Comfortable Retirement Through Effective Planning
In this episode, Joe, and Lindsay answer two listener questions related to retirement planning. They emphasize the importance of starting retirement planning…
- Your Retirement Planning Simplified
EP #46: Beyond Retirement: Overcoming Retirement Fears with Jacquie Doucette
In this podcast, Joe interviews Jacquie Doucette from "Beyond Retirement" who shares her journey with retirement. Jacquie discusses people's common fears about…
- Your Retirement Planning Simplified
EP #45: Retiring Your Way: Uncovering Different Types of Retirement
In this episode of YRPS, we explore the various types of retirement beyond the traditional notion of stopping work at age 65. We delve into 9 different types…
- Your Retirement Planning Simplified
EP #44: Unleashing Your Values for a Fulfilling Retirement: The Retirement Navigator
In this episode of "Your Retirement Planning Simplified," Joe and Lindsay introduce the new Retirement Planning Simplified website and discuss the "Retirement…
Your Retirement Planning SimplifiedFireside Financial Ep 3: Retirement Spending: Balancing the Pitfalls and Opportunities
In this episode of Fireside Financial, Joe and Regan delve into the fascinating topic of retirement spending. They explore two sides of the same coin: the…
- Your Retirement Planning Simplified
EP #43: Maximizing Your Retirement: Understanding Safe Withdrawal Rates
In this episode, we dive into the popular topic of the 4% rule and its relevance toretirement planning. Wediscuss how the 4% rule is a safe withdrawal rate…
- Your Retirement Planning Simplified
EP #42: The Four Horsemen of Investing: The Behavioral Mistakes that Destroy our Investments with Freeman Linde
Join Certified Financial Planners, Joe Curry (Retirement Planning Simplified) and Freeman Linde (Retire Mentorship), as they explore "The Four Horsemen" and…
Your Retirement Planning SimplifiedFireside Financial Ep. 2: Maximizing Your Retirement Benefits
If you're feeling frustrated and overwhelmed by the complexity of CPP and OAS timing and the lack of customized strategies to help you achieve smarter…
- Your Retirement Planning Simplified
Ep #41: Inclusive Retirement Planning & Finding the Right Advisor with Laura Whiteland
This episode discusses the importance of equity and inclusivity in financial planning. We also look at the unique needs and challenges faced by the theLGBTQ+…
- Your Retirement Planning Simplified
EP #40: Jane Robertson: Fighting Tax Inequity for Single Seniors
In this episode, Jane Robertson, founder of Single Seniors for Tax Fairness, shares her personal journey and the challenges faced by herself and other single…
- Your Retirement Planning Simplified
EP #39: Retiring with Purpose
A compelling sense of purpose accompanies a fulfilling life. Often, we derive that sense of purpose from our work. It can be a struggle to replace that…
Your Retirement Planning SimplifiedFireside Financial Ep. 1: How to be a Successful Retiree
In the realm of retirement planning, successful retirees exhibit specific characteristics that contribute to their financial stability. One key factor is good…
- Your Retirement Planning Simplified
EP #38: Do I Need Life Insurance in Retirement?
In this episode Joe and Lindsay examine the nuances of life insurance inretirement.Do we really needit, or is it just another added cost? Read the full show…
- Your Retirement Planning Simplified
EP #37: Have an Awe-Inspired Retirement with Joseph Curry, Caleb Miller and Riley Anderson from "Awe - Inspired and Retired"
In this episode, you will learn how to maximize your retirement savings and reach your financial goals faster through innovative retirement planning. This is a…
- Your Retirement Planning Simplified
Ep #36: Retiring Single
There isn't a wealth of information on how to retire as a single person.However, it'snot uncommon to enter retirementon your ownfor a variety of reasons.The…
- Your Retirement Planning Simplified
EP #35: The Phenomenon of Unretirement
Unretirement is the phenomenon of people returning to work after retiring from their careers or jobs. It's a trend that's becoming increasingly common.This…
- Your Retirement Planning Simplified
Ep #34: Retirement for Business Owners with Bob Gauvreau
Retirement planning for business owners means creating and telling a good story for the sale of their company. Transitioning into the sale of a company and…
- Your Retirement Planning Simplified
Ep #33 : Pursuing a Better Investment Experience
How can we pursue a better investment experience? Knowing how to invest is something but understanding how to get the most from your experience is another…
- Your Retirement Planning Simplified
EP # 32: Do I Need $1 Million to Retire? Pt. 2
What do declining stock and bond prices and soaring inflation mean for your retirement income? New research published on safe withdrawal rates from Morningstar…
- Your Retirement Planning Simplified
Ep #31: Courageous Conversations with Jane Blaufus
Jane Blaufus, keynote speaker business coach, and best-selling author of "With the [Stroke]of a Pen" believes that we have an obligation to ourselves and to…
- Your Retirement Planning Simplified
EP #30: Your Retirement Planning Simplified's Year in Review
Whether you're new to the podcast or a returning listener, Joe and Lindsay discuss the most popular topics, questions, and guests on the show in 2022. This is…
- Your Retirement Planning Simplified
Ep #29: Executor Help with David Edey
60% of Canadians don't have a will, leaving many families in a precarious situation. Putting a plan in place for your estate means giving thought to the people…
- Your Retirement Planning Simplified
EP #28: Charitable Giving in Your Community with Lesley Heighway
Charitable planned giving supports many communities directly. Giving locally means a donation can be made to a specific interest that's important to a donor or…
- Your Retirement Planning Simplified
Ep #27: Maximizing Your Legacy Through Charitable Giving with Mark Halpern
Mark Halpern, CFP, is a Trust and Estate Practitioner who has helped business owners, entrepreneurs, and professionals in affluent families for over 30 years…
- Your Retirement Planning Simplified
Ep #26: Canada Gives and Donor-Advised Funds with Denise Castonguay
Donor-Advised Funds help philanthropists and their families fund their preferred charities however and whenever they want with the help of their advisors…
- Your Retirement Planning Simplified
Ep #25: Charitable Planned Giving
Planned giving allows individuals to gift large sums to charitable organizations, in life or at the time of passing, as part of the donor's financial and/or…
- Your Retirement Planning Simplified
Ep #24: The Curated Retirement, Interview with Retirement Coach Tammy Vigue
Anxiety around retirement is completely normal. You may feel concerned about how you will fill your time, financial worries or even feeling a loss of your…
- Your Retirement Planning Simplified
Ep #23: Behavioral Finance and Scientific Based Investing with Christian Newton
Rather than trying to predict the future, wouldn't it be great if there was a way to draw information about expected returns from the market itself? Luckily…
- Your Retirement Planning Simplified
Ep #22: Working with Different Types of Trusts in Estate Planning
Trusts, when understood properly, can help people successfully plan their finances, provide security for their families, and even invest more confidently…
- Your Retirement Planning Simplified
Ep #21: Retirement Levers
You've decreased your spending and cut all of the costs you possibly can, but somehow you still find you're not saving enough for retirement. Where can you go…
- Your Retirement Planning Simplified
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…
- Your Retirement Planning Simplified
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…
- Your Retirement Planning Simplified
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…
- Your Retirement Planning Simplified
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…
- Your Retirement Planning Simplified
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…
- Your Retirement Planning Simplified
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…
- Your Retirement Planning Simplified
Ep #14: Dynamic Withdrawal Strategies
There are many uncertainties that make calculating retirement spending an educated guess at best - many of which we have covered in previous episodes. You want…
- Your Retirement Planning Simplified
Ep #13: Safe Withdrawal Rates and Traditional Retirement Projections
Most traditional retirement plans in the past were created by making a projection that has taken into account assumptions around inflation, rates of return…
- Your Retirement Planning Simplified
Ep #12: Retirement Income Strategies Overview
It's one thing to know what the risks of retirement are as far as your income planning goes, but knowing what to do about those risks and how to handle them is…
- Your Retirement Planning Simplified
Ep #11: Minimizing Your Lifetime Tax Bill with Kaz Nesbitt
Today we are joined by Kaz Nesbitt, CPA, CA, who is the Senior Manager at Grant Thornton. Kaz helps business owners and high net worth individuals save…
- Your Retirement Planning Simplified
Ep #10: Retirement Risk #5: Healthcare Expenses
Unexpected healthcare costs can be one of the biggest expenses a retiree can face. Similar to how we cannot predict how long we are going to live, we cannot…