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Artwork for Your Retirement Planning Simplified

Your Retirement Planning Simplified

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

Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional 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 ... more

PublishesTwice weeklyEpisodes150Founded4 years ago
Number of ListenersCategories
BusinessInvestingSelf-ImprovementEducation

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Artwork for Your Retirement Planning Simplified

Latest Episodes

What happens when someone finally retires only to pass away months later?

In this episode of Retirement Planning Simplified, Joe talks about the surprising connection between retirement, health, and longevity. This isn’t doom and gloom, it’s a wake... more

In this episode of Retirement Planning Simplified, Joe Curry talks with Dr. Meghaan Lurtz, a financial psychology professor at Kansas State University. They explore why money decisions in retirement are often driven by emotions, not just numbers.

Y... more

Most people think money problems are about numbers but what if the real obstacle is us?

In this episode, Joe sits down with Carl Richards, author, speaker, and creator of The Sketch Guy column in The New York Times, to explore why simplicity is so ... more

Most Canadians take CPP early, but delaying until 70 can boost your pension by up to 78% - a guaranteed, inflation-protected income for life. 

In this episode of Retirement Planning Simplified, Joe Curry explains how to cover your income needs whil... more

Key Facts

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Recent Guests

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
Karen Gershowitz
Travel writer and author of two travel books, specializing in travel for seniors and reluctant travelers.
Episode: EP # 150 - Slow Travel, Big Impact: Redefining Retirement
Andrea McGinty
Founder of It's Just Lunch and 33,000dates.com, a expert in modern dating and matchmaking for older singles.
It's Just Lunch, 33,000dates.com
Episode: EP # 149 - Dating, Companionship & Romance After 60 with Andrea McGinty

Host

Joseph Curry
CFP Professional and retirement planning specialist, known for simplifying complex retirement concepts and strategies.

Reviews

4.7 out of 5 stars from 41 ratings
  • 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 Statesa month ago
  • Free book?

    Why would the giveaway just be for Canadians?

    Apple Podcasts
    1
    Bobby mcphil
    United Statesa year 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
  • A great listen!

    Joseph's thoughtful and practical insights provide his listeners with a fresh perspective on navigating the complexities of retirement. His straightforward yet compelling advice, making it an engaging companion in the journey of financial planning.

    From Bona and Team Capsho :)

    Apple Podcasts
    5
    Bona and Team Capsho
    United States2 years ago

Listeners Say

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

Many find the host's ability to break down complex topics into easy-to-understand advice particularly valuable.
Listeners appreciate the insightful and informative content that simplifies retirement planning.
The discussions are practical and relevant for both Canadians and Americans, making them applicable to a wide audience.
Some listeners express disappointment regarding limited topics that are only relevant to specific geographic locations.

Chart Rankings

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

Apple Podcasts
#225
Canada/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Ep #131: Pension Planning Made Simple: Boost Your Retirement Strategy
Q: So just to wrap up, if someone has access to one or more of these pension options, what's the first step they should take?
Understand which plan you have and how it works, then talk to your HR department or financial planner about matching and investment options.
Ep #131: Pension Planning Made Simple: Boost Your Retirement Strategy
Q: So would you say there's more responsibility on the employee with a defined contribution pension?
Yes, the employee bears the investment risk, so it's crucial to make smart and intentional decisions regarding the portfolio.
Ep # 137 - Home Care to Care Homes: The Eldercare Journey with Amy Friesen
Q: What resources are available for caregivers?
Resources include educational materials, caregiver support groups, and government resources for care options and financial support.
Ep # 137 - Home Care to Care Homes: The Eldercare Journey with Amy Friesen
Q: What are some symptoms of caregiver burnout?
Symptoms include physical fatigue, neglecting personal hobbies, and negative emotions directed toward the person being cared for.
Ep # 137 - Home Care to Care Homes: The Eldercare Journey with Amy Friesen
Q: How can families approach conversations about elder care with their loved ones?
Families should approach these conversations with respect and lightheartedness, planning discussions to avoid surprise confrontations.

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?

Focus on retirement planning, this podcast provides valuable insights into financial strategies for individuals approaching retirement or already in their early retirement years. Key topics include managing retirement income, optimizing tax strategies, understanding the emotional aspects of retirement, and aligning financial planning with personal values. The discussions often feature expert guests who share practical knowledge on navigating the complexities of retirement. Notably, there is a strong emphasis on simplifying financial concepts, making them accessible and actionable for listeners, which can be particularly beneficial for those without a deep financial background.

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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 Answer Man
2. Retirement Planning Education, with Andy Panko
3. Retirement Answers
4. Sound Retirement Radio
5. Ready For Retirement

How many episodes of Your Retirement Planning Simplified are there?

Your Retirement Planning Simplified launched 4 years ago and published 150 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. Dr. Meagan Lurtz
2. Carl Richards
3. Chris Mamula
4. Bob Gauvreau
5. Rachael Burns
6. Braden Warwick
7. Aravind Sithamparapillai
8. Karen Gershowitz

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