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Artwork for Your Retirement Planning Simplified

Your Retirement Planning Simplified

Joseph Curry, CFP Professional, CEPA
Retirement Planning
Financial Planning
Estate Planning
Psychology Of Retirement Income
Retirement Spending
Inflation
Equine Therapy
Personal Growth
Loss Aversion
Family Relationships
Wills
Power Of Attorney
RISA Framework
Bucket Strategy
Emotional Awareness
Vulnerability
Risc-Rap Quadrant
Guaranteed Minimum Withdrawal Benefit
Tax Planning
Canada Pension Plan

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

PublishesWeeklyEpisodes212Founded4 years ago
Number of ListenersCategories
InvestingBusinessEducationSelf-Improvement

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Artwork for Your Retirement Planning Simplified

Latest Episodes

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

Key Facts

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Contact Information
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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Mark Halpern
Tax and estate planning expert with over 35 years of experience.
Episode: EP # 181 | The Last Legal Tax Shelters in Canada (And How They Actually Work), with Mark Halpern
Elizabeth Zelinka Parsons
A retirement transition expert and author of 'Encore, A High Achiever's Guide to Thriving in Retirement'
Episode: EP # 161 | Redefining Retirement for High Achievers: Identity, Purpose, and Structure After Work
Dr. Meagan Lurtz
Professor of practice at Kansas State University and financial psychology researcher.
Shaping Wealth
Episode: EP # 159 | Financial Psychology for Retirees
Carl Richards
Financial Illustrator and Author known for his sketches simplifying finance
Episode: EP # 158 | Aligning Money + Values. The Key to Retirement Confidence, with Carl Richards
Chris Mamula
Author of 'Choose FI: Your Blueprint to Financial Independence', early retiree
Can I Retire Yet?
Episode: EP # 155 - Applying FIRE Strategies to Traditional Retirement with Chris Mamula
Bob Gauvreau
Entrepreneur and professional accountant specializing in business advisory services
Gauvreau Accounting Tax Law Advisory
Episode: EP 8:Exit-Ready: Structuring Your Business for a Profitable Sale, with Bob Gauvreau
Rachael Burns
Certified financial planner and certified divorce financial analyst specializing in financial strategies for women who are newly single
True Worth Financial Planning
Episode: EP # 153 - How Women Can Take Control of Their Retirement Finances with Rachael Burns
Braden Warwick
Financial Planning Product Architect at PWL
PWL Capital
Episode: EP 6: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick
Aravind Sithamparapillai
Expert in business owner compensation strategies and tax integration
Episode: EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai

Host

Joseph Curry
CFP Professional and retirement planning specialist, focusing on simplifying retirement planning for individuals.

Reviews

4.8 out of 5 stars from 45 ratings
  • Helpful for Retirement

    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.

    Apple Podcasts
    5
    Texas LAS
    United States4 months ago
  • Great content!

    Looking to the future is so important but so overlooked. Thankfully people like Joe exist to help us on this journey.

    Apple Podcasts
    5
    Rob Z Wentz
    United States6 months ago
  • Free book?

    Why would the giveaway just be for Canadians?

    Apple Podcasts
    1
    Bobby mcphil
    United States2 years ago
  • Great podcaster. very informative. useful info.

    Great Potcaster. Very informative. Useful info. Easy to understand. Straightforward.

    Apple Podcasts
    5
    dressesworldwide
    Canada2 years ago
  • Well-rounded $ guidance for now and retirement

    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.

    Apple Podcasts
    5
    VElder2005
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall, the show is highly regarded for its informative content and engaging delivery.
Listeners appreciate the articulate and practical conversations surrounding retirement planning.
Some feedback indicates a desire for more inclusive content beyond Canadian audiences.
Numerous reviews highlight the host's ability to break down complex financial topics in an easy-to-understand manner.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#87
Canada/Business/Investing
Apple Podcasts
#236
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

EP # 176 | Mailbag Edition: Answering Your Top 5 Retirement Questions
Q: What are the tax implications of withdrawing funds from my accounts?
Withdrawals from RIFs are taxable, TFSA withdrawals are tax-free, and non-registered accounts have capital gains tax upon selling investments.
EP # 176 | Mailbag Edition: Answering Your Top 5 Retirement Questions
Q: Should I consider moving my investments from my current institution?
Evaluate the value you're receiving for the fees you're paying, consider if you have a clear retirement strategy, and check the alignment of investment with your goals.
EP # 176 | Mailbag Edition: Answering Your Top 5 Retirement Questions
Q: How do RIF withdrawals work?
RIF requires minimum withdrawals starting the year after opening, and all withdrawals are taxable as income.
EP # 176 | Mailbag Edition: Answering Your Top 5 Retirement Questions
Q: What should my target asset allocation be?
It varies based on your goals, timeline, and risk tolerance; consider using a Retirement Income Style Assessment.
EP # 176 | Mailbag Edition: Answering Your Top 5 Retirement Questions
Q: How do I determine my retirement income needs?
You should analyze your current spending and expected future expenses, subtract expenses that will go away after retirement, and determine both mandatory and discretionary costs.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Your Retirement Planning Simplified

What is Your Retirement Planning Simplified about and what kind of topics does it cover?

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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Which podcasts are similar to Your Retirement Planning Simplified?

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

How many episodes of Your Retirement Planning Simplified are there?

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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What guests have appeared on Your Retirement Planning Simplified?

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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