
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 retir... more
| Publishes | Weekly | Episodes | 212 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEducationSelf-Improvement | |||

In this episode of Your Retirement Planning Simplified, Joe Curry sits down with estate planning expert Mark Halpern to discuss tax-efficient investing, charitable giving strategies, and how Canadians can reduce estate tax while building a meaningful... more
When it comes to CPP and OAS timing, most Canadians ask the wrong question: "What if I die early?" In this episode, Joe Curry reframes CPP as longevity insurance - a core part of retirement income planning designed to protect you from the real financ... more
Most retirement plans look fine - until inflation, markets, taxes, and 'real life' hit. In this episode of Your Retirement Planning Simplified, Joe Curry explains how to stress test your retirement plan in 2026, why Monte Carlo projections can create... more
Many retirees believe playing it safe means avoiding market risk—but that fear-driven approach can quietly limit your lifestyle in retirement. In this episode, Joe Curry explains why inflation and longevity are often bigger threats than volatility, a... more
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Articulate conversations about retirement. I especially like the way he circles back to what we are solving for - a life well-lived, & truly meaningful to the retiree.
Looking to the future is so important but so overlooked. Thankfully people like Joe exist to help us on this journey.
Why would the giveaway just be for Canadians?
Great Potcaster. Very informative. Useful info. Easy to understand. Straightforward.
While this is a “retirement” show, much of the guidance could be implemented now to provide even more financial security. Applicable to Canadians and Americans, Joe & team produce more than do-this-not-that advice, and include a wide variety of guest experts so you get a range of perspectives on financial decisions you can make leading into retirement.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #87 | |
Apple Podcasts | #236 |
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This podcast focuses on providing insightful guidance for those approaching or currently in their retirement years, emphasizing financial clarity and education to simplify the retirement planning process. Central themes include addressing common retirement concerns such as financial readiness, creating sustainable income streams, tax strategies, and managing the emotional and psychological impacts of retirement. The host leverages personal experiences along with expert interviews to share actionable insights that help listeners navigate complexities around investments, wealth transfer, and the importance of aligning financial planning with personal values and life goals. Listeners can expect a blend of practical advice aimed at both Canadia... more
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These podcasts share a similar audience with Your Retirement Planning Simplified:
1. Retirement Starts Today
2. Retirement Answer Man
3. The Rational Reminder Podcast
4. The Wealthy Barber Podcast
5. Your Money Guide on the Side
Your Retirement Planning Simplified launched 4 years ago and published 212 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Your Retirement Planning Simplified include:
1. Mark Halpern
2. Elizabeth Zelinka Parsons
3. Dr. Meagan Lurtz
4. Carl Richards
5. Chris Mamula
6. Bob Gauvreau
7. Rachael Burns
8. Braden Warwick
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