
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 | 230 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingEducationSelf-ImprovementBusiness | |||

You saved carefully for decades, but what if that same caution is quietly costing you your best years in retirement? Many Canadians retire with more than enough and still can't bring themselves to spend it. In this episode, Joe names the pattern nobo... more
Most people treat the Old Age Security (OAS) clawback like a cliff you fall off the moment your income crosses the line. It isn't. In this episode we reframe the clawback as one number among many, and look at when fighting to avoid it quietly costs y... more
In this episode of Your Retirement Planning Simplified, Joe Curry explains the real value of a one-time retirement plan and why retirement planning should never be viewed as a one-and-done exercise. Learn how retirement income planning, tax-efficient... more
What should Canadians do when they turn 60 and start thinking seriously about retirement? In this episode, Joe Curry walks through the exact retirement income planning framework he would use if he were turning 60 today, covering CPP timing, RRSP and ... 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 | #153 |
Recent interactions between the hosts and their guests.
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This show delivers practical retirement planning guidance with a Canadian focus, blending clear budgeting, tax-efficient income strategies, and timing decisions for CPP/OAS/RRSPs with host-led education and occasional expert guests. Episodes emphasize holistic planning, actionable frameworks, and real-life examples to help listeners build a sustainable plan for near-term and long-term financial security, health, and purpose in retirement. A notable strength is translating complex tax and retirement rules into step-by-step actions, while weaving in lifestyle considerations, caregiving, and family planning to create a well-rounded resource for pre-retirees and early retirees.
Noteworthy elements include a steady emphasis on coordinating taxe... more
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These podcasts share a similar audience with Your Retirement Planning Simplified:
1. The Wealthy Barber Podcast
2. Build Wealth Canada Podcast
3. The Rational Reminder Podcast
4. In the Money with Amber Kanwar
5. Retirement Starts Today
Your Retirement Planning Simplified launched 5 years ago and published 230 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. Fritz Gilbert
2. Ted Jenkins
3. Mark Halpern
4. Elizabeth Zelinka Parsons
5. Dr. Meagan Lurtz
6. Carl Richards
7. Chris Mamula
8. Bob Gauvreau
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