@retirement_planning_simplified

Ep 178 - The Hidden Risk of Playing It Too Safe in Retirement

Ep 177 - The Real Struggle: Spending in Retirement

Ep 176 – Mailbag Edition: Answering Your Top 5 Retirement Questions

Ep 175 - If Your Retirement Plan Feels Boring, You’re Probably Doing It Right

Joe's NEW Podcast: Business & Exit Planning Simplified

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Your Retirement Planning Simplified on YouTube

Ep 174 - Your Retirement, Your Terms – Make 2026 the Year You Take Intentional Action

Ep 173 - The 5 Retirement Lessons You Loved Most in 2025

Ep 172 - 10 Common Wealth Traps Smart Canadian Retirees Avoid

Ep 171 - What I Learned From 100 Early Retirees in Canada

Ep 170 - What Should You Withdraw First: RRSP, CPP, or TFSA?

Ep 169 - Beneficiaries, Successors & Your Retirement Accounts: How to Get It Right Before You Retire

Ep 168 - Plugging the Leaks: How to Free Up Hidden Cashflow Before Retirement

Ep 167 - Retirement Planning Simplified — Why Simplicity is the Ultimate Strategy

Ep 166 - Cybersecurity for Retirees: Protecting Your Digital Wealth

Ep 165 - Why You Might Want to Take CPP at 60 (Even If the Math Says Otherwise)

Ep 164 - How to Evaluate Investment Performance in Retirement

Ep 163 - The 5.5 Guaranteed Retirement Income Sources Every Canadian Should Understand

Ep 162 - Understanding RRIF Withdrawal Rules and Building a Tax-Smart Retirement Plan

Ep 161 - Redefining Retirement for High Achievers: Identity, Purpose, and Structure After Work

Ep 160 - Retirement and Sudden Death: Psychological and Physical Risks to Know

Ep 159 - Financial Psychology for Retirees, with Dr. Meghaan Lurtz

Ep 158 - Aligning Money + Values. The Key to Retirement Confidence, with Carl Richards.

Ep 157 - Delaying CPP to age 70 can boost retirement income by 78% - but how do you cover the gap? Learn about the bond bridge and the annuity bridge strategies to maximize CPP benefits, protect your lifestyle, and secure guaranteed, inflation-adjusted in

Ep 156 - Outperform Without the Guesswork: A Conversation with Wes Crill

Ep 155 - Applying FIRE Strategies to Traditional Retirement, with Chris Mamula

Ep 154 - Understanding the Bond Tent Strategy for Retirement Portfolio Protection

Ep 153 - How Women Can Take Control of Their Retirement Finances with Rachael Burns

Ep # 152 - Retire with Purpose: The Power of Art, Identity & Joy After 60 with Danny Gregory

Ep 151 - Planning Once Isn’t Planning: Why Retirement Requires Ongoing Strategy

Ep # 150 - Slow Travel, Big Impact: Redefining Retirement with Karen Gershowitz

Ep # 149 - Second Acts: Dating, Companionship & Romance After 60 with Andrea McGinty

Ep # 148 - Seven Tax-Smart Ways to Leave a Legacy - Without Leaving a Tax Bill

Ep # 147 - Aging Isn’t the Problem: Dismantling Ageism with Ashton Applewhite

Ep # 146 - What’s Next? How to Create Meaning and Momentum with Retirement Coach Nancy Collamer

Ep # 145 - How to Tap Into Retirement Funds Without Derailing Your Plan

Ep # 144 - Retirement Isn’t the End: Age with Confidence, Strength, and Purpose with Laura Lynn Morrissey

Ep # 143 - Test-Drive Retirement: Mini Retirements, Intentional Living, and Finding Joy with Jillian Johnsrud

Ep # 142 - The 7 Pillars of Retirement Planning: A Practical Guide

Ep # 141 - Rethinking Retirement: Aging, Identity, and the Power of Mentorship with Dr. Deborah Heiser

Ep # 140 - Women & Wealth: Smart Retirement Planning for a Confident Future with Russ Thornton

Ep # 139 - The New Retirement: Work, Purpose & Aging with Dr. Corinne Auman

Ep # 138 - Move More, Live Better: Confidence, Consistency & Commitment with Esther Avant

Ep # 137 - Home Care to Care Homes: The Eldercare Journey with Amy Friesen

Ep # 136 - Mastering Your Money Mindset for a Fulfilling Retirement with John Hankins

Ep # 135 - Retirement is Not a Math Problem with Roger Whitney (The Retirement Answer Man)

Ep # 134 - Smart Tax Strategies for More Efficient Retirement Planning

Ep # 133 - Retirement Taxes 101: What You Need to Know

Ep # 132 - Work, Wealth & Well-Being: The New Retirement Mindset with Chris Farrell

Ep #131 - Pension Planning Made Simple: Boost Your Retirement Strategy

Ep # 130 – TFSAs: Your Secret Weapon for Tax-Free Retirement Income

Ep # 129 – 2025 Retirement Planning Updates

Ep # 22 – Safeguard Your Future: The Link Between Cognitive Health & Retirement Planning

Ep 128 - Canada Pension Plan Explained: Maximize Your Retirement Benefits

Ep # 127 - Retirement Unfiltered: Lessons from the Retirement Journey with David Warren

Ep # 126 - The Art of Retirement: Balancing Money, Health and Happiness with Dr. Michael Finke

Ep # 125 - Retirement Starts Today: Have a Purposeful and No-Regrets Life with Benjamin Brandt, CFP

Ep # 124 - Understanding RRIFs: Strategies to Save on Taxes and Boost Income

Ep # 123 - Maximize Your RRIF: Tax-Smart Withdrawal Strategies for Retirees

Ep # 21 - Go-Go to No-Go: Navigating Long-Term Care, Home Equity, and Legacy Goals

Ep # 122 - Clarity & Action: Bring It On 2025!

Ep # 121 - 2024’s Top Retirement Tips: Mistakes, Strategies, and Expert Insights

Ep # 120 - Overcoming the Fear of Spending in Retirement: Tips for Confident Cash Flow

Ep # 20 - Client-Centred Wealth Management

Ep # 119 - The Hidden Costs of Retirement You Can’t Afford to Miss

Ep # 118 - Understanding Inflation and It’s Long-Term Impact on Retirement

Ep # 117 - Good Portfolio Management Won’t Make Up for Bad Financial Planning

Ep # 19 - Gaining Clarity: Why Retirees Switch Financial Advisors

Ep # 116 – Essential Insights on Hospice Care and Support with Red Keating

Ep # 115 - Retire with Impact: Discover the Power of Volunteering with Lois Tuffin

Ep # 114 - Understanding the Bucket Strategy for Retirement Income: RISA Framework Explained

Ep # 113 - Guaranteed Income and Growth: Exploring Risk Wrap Retirement Strategies

Ep # 112 - Too Risk Averse for the Market? Explore Income Protection Instead

Ep # 111 - Flexibility or Security: Weighing the Pros and Cons of a Total Return Retirement

Ep # 110 - Estate Planning Fails: Real Stories of What Can Go Wrong with Ellie Muir (Clear Estate)

Ep # 109 - Why Sugarcoating Retirement Plans Does More Harm Than Good

Ep # 108 - Customize Your Retirement Strategy: There's No One-Size-Fits-All Approach

Ep # 107 - Skeptic to Advocate: Robin Powell's Journey into Evidence-Based Investing

Ep # 106 - Understanding Your Retirement Income Personality for Success with Wade Pfau

Ep # 105 - Connecting Your Values to Your Financial Goals with Dr. Brian Portnoy

Ep # 17 - Expect the Unexpected: Hidden Costs in Retirement

Ep # 104 - Top Strategies to Reduce Taxes in Retirement

Ep #103 -  The High Cost of Complicating Your Investments

Ep #102 – What to Do When Markets Get Scary

Ep # 101 - Going Beyond “Financial Advisor Near Me” to Find the Right Fit

Ep # 100 - Envision Your Future Self: Craft an Optimistic Retirement with Dr. Hal Hershfield

Ep # 99 - The 4% Rule Revisited: How to Craft a Safe Retirement Withdrawal Rate

Ep # 98 - Estate Planning 101: What to Include in Your Will

Ep # 97 - Safeguard Your Savings: Outsmart Cybercriminals Targeting Your Money with Scott Wright

Ep # 15 - The Value of Having a Retirement Emergency Fund

Ep # 96 -Comparing Cryptocurrency to Stocks and Bonds: Does it Belong in Your Retirement?

Ep #95 - 3 Reasons Why Following Investment Evidence Beats Guessing the Market with Mark Hebner

Ep # 94 - 5 Ways to Build Your Emergency Fund for Retirement

Ep # 93 - The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai

Ep # 92 - An Evidence Based Approach to Segregated Funds with Mark McGrath

Ep #14 - Stay Social and Stay Sharp: The Top Reasons to Work Part-Time Post-Retirement

Ep # 91 - Capital Gains Tax - Assessing Your Risk and Taking Action

Ep # 90 - Maximize Your Estate: Strategies to Transfer Assets Tax-Efficiently to Your Beneficiaries

Ep # 89 - Why Typical Isn't Always Right in Estate Planning

Ep 88 – Testamentary Spousal Trusts

Ep # 87 – The Sandwich Generation

Ep # 86 – Are You Making These 8 Retirement-Wrecking TFSA Mistakes?

Ep # 85 - Managing Debt in Retirement

Ep # 84 - Rock On: Channel Your Inner Rock Star for a Vibrant Life After Work with Dr. Sally Chivers-Storey

Ep # 83 - 7 Actions to Take in the 5 Years Leading Up to Retirement

Ep # 12 - Grandparenting 101: Instilling Money Values in Grandchildren

Ep # 82 - Top 5 Non-Money Mistakes in Retirement

Ep # 80 - Navigating the Behavior Gap: Why the Average Investor Underperforms the Market with Dr. Benjamin Hardy

Ep # 79 - Subscribed and Satisfied with Robbie Kellman Baxter

Ep # 11 - Smart Planning for Inheritances

Ep # 78 - Inheritance: Why Fair and Equal Aren’t the Same

Ep # 77 - Optimizing Business Owner Payouts for Retirement

Ep # 76 - Calculating Your Retirement Number — Retirement Planning Simplified

A Field Guide to Retirement — Retirement Planning Simplified

Fireside Financial # 10 - Estate Planning 101 — Retirement Planning Simplified

Ep # 74 - A Retirement Manifesto with Fritz Gilbert — Retirement Planning Simplified

Ep # 73 - The Future of Retirement with David Blanchett — Retirement Planning Simplified

Ep # 72 - Tax Planning Opportunies for Business Owners in 2024 — Retirement Planning Simplified

Ep # 71 - Business Exit Strategies for Entrepreneurs — Retirement Planning Simplified

Ep # 70 -Make Sure You're Taking Action — Retirement Planning Simplified

Fireside Financial # 9 - Estate Planning Essentials for Familes — Retirement Planning Simplified

Ep # 69 - Our Perspective on 2023 — Retirement Planning Simplified

Ep # 68 - Business Exit Mastery with David C Barnett — Retirement Planning Simplified

Retire With Confidence: Your Roadmap to Financial Freedom - Trent University - Continuing Education

Ep # 67 - Peace of Mind: The Power in Pre-Planning and Prepaying Your Funeral — Retirement Planning Simplified

Ep # 66 - Seize the Opportunities: Craft Your Perfect Retirement with Gary Poier

Finding Financial Zen in Retirement — Retirement Planning Simplified

Smart Risk Management in Retirement Planning — Retirement Planning Simplified

Best Canadian Personal Finance Podcasts for 2024 – Canadian Budget

Ep # 64 - Retiring Business Owners: Success Stories and Expert Tips with Nick Mombourquette — Retirement Planning Simplified

Ep # 63 - Mistakes you Might be Making in Retirement Planning, Pt 2 — Retirement Planning Simplified

Ep # 62 - Mistakes You Might Be Making in Retirement — Retirement Planning Simplified

Travel hacks to help you save money on your next trip - MoneySense

Maximize Retirement Planning — Retirement Planning Simplified

Ep # 61- Buyer Beware: If you're paying for a plan, make sure it's a plan

Ep # 60 - Don't Overlook Inflation — Retirement Planning Simplified

How To Get The Most Out of Your U.S. and Canada Retirement Accounts With Joe Curry - Milwaukee Financial & Retirement Advisors | Keil Financial

Ep # 59 - Boost Brain Health in Retirement — Retirement Planning Simplified

Is Jeremy Siegel Right About Stocks for the Long Run? by David Blanchett

Ep 58 - I Wish I Didn't Invest in RRSPs — Retirement Planning Simplified

Ep # 57 - Prepare for Retirement Like a Pro — Retirement Planning Simplified

Truth and Reconciliation Commission of Canada: Calls to Action

Fireside Financial - Ep # 6 - Make the Most of your RRIFs — Retirement Planning Simplified

Ep # 56 - Key Lessons from "The Millionaire Next Door"  — Retirement Planning Simplified

Ep # 55 - Do I Need a Financial Advisor? — Retirement Planning Simplified

Ep # 54 - Unlocking Fulfillment in Retirement — Retirement Planning Simplified

Ep # 53 - Next-Level Financial Planning: Unleash Your Potential with a Wealth Advisor - Dr. Preet Banerjee — Retirement Planning Simplified

Fireside Financial Ep # 5 - Mastering Retirement Planning: CPP, Investments, and Personal Goals — Retirement Planning Simplified

Ep # 52 - Maximizing Retirement Joy: How to Enjoy Life to the Fullest while Leaving a Meaningful Legacy — Retirement Planning Simplified

‎Everyone's Talkin' Money - Personal Finance | Money | Therapy | Happiness: Top 5 Retirement Risks to Avoid Right Now with Joe Curry on Apple Podcasts

#84: Retirement Rules living abroad - Plan Your Federal Retirement

Ep # 51-Mastering Financial Savvy for Luxury Travel: Tips from Danielle Desir Corbett — Retirement Planning Simplified

Support RPS at Hike for Hospice Ptbo 2023

Retire with Purpose with Joe Curry - LifeBlood Podcast

Ep # 50 - Managing Taxes: Strategies for Business Owners  — Retirement Planning Simplified

EP #160: Simplifying Retirement with Joe Curry — Bob DePasquale

Fireside Financial Ep # 4 - Maximizing Retirement Income: The Impact of Financial Assistance on Your Golden Years — Retirement Planning Simplified

Ep 48 - Mastering Emotions and Investing: How a Long-Term Perspective Leads to Financial Success — Retirement Planning Simplified

Ep# 47 - How to Achieve a Comfortable Retirement Through Effective Planning — Retirement Planning Simplified

Ep # 46 - Overcoming Retirement Fears with Jacquie Doucette — Retirement Planning Simplified

Ep #45 - Retiring Your Way: Uncovering Different Types of Retirement — Retirement Planning Simplified

Ep #44 - Unleashing Your Values for a Fulfilling Retirement: The Retirement Navigator — Retirement Planning Simplified

Fireside Financial Ep # 3 - Retirement Spending: Balancing the Pitfalls and Opportunities — Retirement Planning Simplified

Finding Purpose and Values with Joe Curry

Ep #43 Maximizing Your Retirement: Understanding Safe Withdrawal Rates — Retirement Planning Simplified

Ep #42 The Four Horsemen of Investing: Common Mistakes Explained by Freeman Linde — Retirement Planning Simplified

Fireside Financial Ep. 2: Maximizing Your Retirement Benefits — Retirement Planning Simplified

www.retirementplanningsimplified.ca

Ep # 41 Inclusive Retirement Planning with Laura Whiteland

Ep #40 Jane Robertson: Fighting Tax Inequity for Single Seniors - Matthews & Associates

Ep #39 Retiring with Purpose - Matthews & Associates

Fireside Financial Ep # 1: Be a Successful Retiree - Matthews & Associates

DONATE - M+A IG Wealth Management Walk for Alzheimer's 2023

Ep #38 Do I Need Life Insurance in Retirement?

Ep #37: An Awe-Inspired Retirement with Joseph Curry, Caleb Miller and Riley Anderson - Matthews & Associates

Ep #36 Retiring Single

Ep #35 The Phenomenon of Unretirement - Matthews & Associates

Ontario Staycation Tax Credit

Ep #34 Retirement for Business Owners with Bob Gauvreau - Matthews & Associates

TFSA Contribution Room for 2023 - CRA

M+A's Guide to the Top 5 Retirement Risks

Ep #33 Pursuing a Better Investment Experience - Matthews & Associates

Ep #32: Do I Need $1 Million to Retire? Pt. 2

Ep # 31: Courageous Conversations with Jane Blaufus - Matthews & Associates

Ep #30: Your Retirement Planning Simplified’s Year in Review - Matthews & Associates

The Executor Help Podcast: I'm Planning my Retirement: Do I need an Estate Plan too?

Ep #29: Executor Help with David Edey - Matthews & Associates

Ep #28: Charitable Giving in Your Community with Lesley Heighway - Matthews & Associates

A reality check - for good and bad - on how well homes have performed as an investment

Your Retirement Planning Simplified

Hike for Hospice - Support the M+A Team

What Works Wednesday with Guest Joe Curry

Tax Planning Process No Matter the Tax Law with Joe Curry, Ep. 94

Living an Authentic and Passion Driven Life with Scott Armstrong