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 SimplifiedEp #9: Retirement Risk #4: Inflation Risk
Clients often ask me how to know when they have enough money set aside to take all risk off the table in their investments. Unfortunately, there is no easy…
Your Retirement Planning SimplifiedEp #8: Retirement Risk #3: The Risk of Being Too Conservative
In the previous two episodes, we have covered the sequence of return risk (which talks about why having a retirement projection is not really a plan), as well…
Your Retirement Planning SimplifiedEp #7: Retirement Risk #2 – Longevity
Many people tend to underestimate how long they will live, therefore underestimating how much money they will require for retirement. And although there is no…
Your Retirement Planning SimplifiedEp #6: Retirement Risk #1 – Sequence of Returns and Why the Game Changes in Retirement
Today we will be discussing one of the biggest factors to consider when transitioning and saving for retirement: sequence of return risk. This is the risk that…
Your Retirement Planning SimplifiedEp #5: Creating Paychecks in Retirement
Whether you have an employer or you are working for yourself, making the transition into retirement means getting paid is going to be very different from what…
Your Retirement Planning SimplifiedEp #4: Pension Income Splitting: How It Works
If you're in the lead-up to your retirement, there are many steps you can take to ensure you're setting yourself up for a relaxing and comfortable retirement…
Your Retirement Planning SimplifiedEp #3: Common Tax Credits You May Not Know About
Every year in Canada, millions of dollars in tax credits (and deductions) go unclaimed. However, with the right preparation and knowledge, you can avoid…
Your Retirement Planning SimplifiedEp #2: How Different Types of Retirement Income Are Taxed
When planning for financial freedom in your retirement years, there is one topic you cannot forget about: taxes. How much you will owe in taxes during your…
Your Retirement Planning SimplifiedEp #1: Welcome to Your Retirement Planning Simplified
Welcome to Your Retirement Planning Simplified, the podcast dedicated to answering your burning questions about retirement possibilities and how to get there…