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Joseph Curry and CFP Professional द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Joseph Curry and CFP Professional या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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Your Retirement Planning Simplified
सभी (नहीं) चलाए गए चिह्नित करें ...
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Joseph Curry and CFP Professional द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Joseph Curry and CFP Professional या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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 retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love. You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.
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101 एपिसोडस
सभी (नहीं) चलाए गए चिह्नित करें ...
Manage series 3008801
Joseph Curry and CFP Professional द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Joseph Curry and CFP Professional या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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 retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love. You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.
…
continue reading
101 एपिसोडस
सभी एपिसोड
×1 Ep #122: Clarity & Action: Bring It On 2025! 13:30
13:30
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13:30Start 2025 with Confidence in Your Retirement Plan. On this episode of Your Retirement Planning Simplified, Joe and Lindsay share inspiring client stories that highlight the power of clear, actionable retirement plans. Learn how addressing gaps, aligning goals, and working with a professional can transform uncertainty into confidence. Discover how their Strategy Session offers tailored insights for those seeking clarity or a second opinion on their retirement. Start your journey to a secure retirement—visit retirementplanningsimplified.ca today! Read the full show notes and find more information here: EP 122 Show Notes…
1 EP #121: 2024’s Top Retirement Tips: Mistakes, Strategies, and Expert Insights 19:16
19:16
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19:16In this special year-end episode of Your Retirement Planning Simplified, Joe and Lindsay reflect on the most popular episodes of 2024, covering essential retirement planning insights and strategies. From avoiding critical retirement mistakes—both financial and non-financial—to optimizing tax strategies, calculating your retirement number, and understanding TFSA rules, this roundup delivers actionable advice for pre-retirees and retirees. The duo also highlights inspiring guest appearances, including Wade Pfau on the RISA framework, Bill Bengen on the 4% rule, and Hal Hershfield on connecting with your future self. Tune in to discover top retirement tips, expert perspectives, and practical strategies to confidently plan a fulfilling retirement in 2025. Read the full show notes and find more information here: EP 121 Show Notes…
1 Ep #120: Overcoming the Fear of Spending in Retirement: Tips for Confident Cash Flow 12:07
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12:07Joe tackles the psychology of retirement spending, offering actionable strategies to overcome the common fear of depleting savings. Joe discusses how retirees can transition from saving to spending confidently by addressing loss aversion, leveraging tools like retirement income guardrails, and aligning spending with their financial goals. Listeners will discover tips for managing cash flow, understanding their retirement income style, and creating a spending plan that ensures a fulfilling retirement without financial stress. Read the full show notes and find more information here: Ep 120 Show Notes…
1 Ep #119: The Hidden Costs of Retirement You Can’t Afford to Miss 12:29
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12:29In this episode of Your Retirement Planning Simplified, Joe uncovers the hidden costs of retirement that often catch retirees off guard, leading to financial stress. From healthcare expenses, long-term care, and inflation to home maintenance, travel, and family support, Joe dives deep into overlooked budget items and offers actionable tips to prepare for them. Learn how strategic planning, such as building an emergency fund, accounting for inflation, and managing estate costs, can help you achieve financial confidence and enjoy a secure, stress-free retirement. Read the full show notes and find more information here: EP 119 Show Notes…
1 Ep #118: Understanding Inflation and Its Long-Term Impact on Retirement 9:42
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9:42This week we explore the critical topic of inflation and its long-term impact on retirement planning. We define inflation, distinguish it from deflation and disinflation, and explain why prices continue to rise even when inflation rates decrease. We examine how rising costs, particularly in healthcare, can erode purchasing power over time, and why retirees need a plan that accounts for inflation-adjusted spending. Joe shares strategies to mitigate inflation risks, such as investing in globally diversified portfolios and creating short- and long-term income buckets, ensuring sustainable income throughout retirement. Read the full show notes and find more information here: Ep 118 Show Notes…
1 Fireside Financial Ep #20 – Client-Centered Wealth Management 13:57
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13:57Joe and Regan share their journeys in the financial planning industry, highlighting key transitions to independent wealth management. They discuss the challenges of starting in a sales-driven culture, the benefits of prioritizing client-centric retirement planning, and the importance of independence in offering customized financial solutions. Joe shares a compelling story about poor client service at a big bank, emphasizing the value of personalized, responsive financial advice. Explore how independence and mentorship create a better experience for clients and new advisors in the financial services industry. Read the full show notes and find more information here: Ep 20 Show Notes…
1 Ep #117: Good Portfolio Management Won’t Make Up for Bad Financial Planning 11:00
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11:00In this episode of Your Retirement Planning Simplified, Joe Curry and Lindsay Wilson explore why good portfolio management can’t compensate for bad financial planning, drawing insights from FP Canada’s Financial Planning Conference and Benjamin Felix’s investment lessons. They emphasize the importance of goal-oriented financial planning over stock-picking, highlighting Warren Buffett’s advocacy for index investing as evidence. Key topics include tax-efficient strategies, retirement income styles, account optimization (RRSPs, TFSAs, CPP, OAS), and estate planning. Learn actionable steps to align your portfolio with your retirement goals and discover the RISA framework to better understand your income style. Read the full show notes and find more information here: Ep 117 Show Notes…
1 Ep #116: Essential Insights on Hospice Care and Support with Red Keating 25:37
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25:37In this episode of Your Retirement Planning Simplified, Lindsay welcomes Red Keating, a supportive care counselor at Hospice Peterborough and co-host of the What Now? podcast, to discuss the profound importance of hospice and palliative care in Ontario. Highlighting the compassionate, holistic approach to end-of-life support, Red shares insights on caregiver support, emotional and spiritual guidance, and the significance of being present during a loved one’s final days. Listeners gain valuable knowledge on the structure and services of hospice care, the benefits of community involvement, and the variety of support groups offered for patients and their families. Read the full show notes and find more information here: EP 115 Show Notes…
1 Ep# 115: Retire with Impact: Discover the Power of Volunteering with Lois Tuffin 26:22
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26:22Joe sits down with Lois Tuffin from Volunteer Peterborough to explore the transformative benefits of volunteering for retirees. Lois shares inspiring stories of retirees who have found renewed purpose and fulfillment through volunteer roles in organizations like Habitat for Humanity, Elder Dog, and the Peterborough Folk Festival. Covering a range of opportunities—like meal delivery for seniors, assisting at local festivals, and even working with animal shelters—Lois highlights how retirees can combat loneliness, build community connections, and make a positive impact. Listeners are encouraged to visit Volunteer Peterborough or Volunteer Canada to discover local opportunities and make a difference in their retirement journey. Read the full show notes and find more information here: Ep 115 Show Notes…
1 Ep# 114: Understanding the Bucket Strategy for Retirement Income: RISA Framework Explained 11:43
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11:43Joe and Lindsay conclude their RISA framework series with a look at the final quadrant: time segmentation. It is also known as the "bucket strategy" in retirement planning. Joe explains how this approach divides retirement assets into short-term, mid-term, and long-term buckets, allowing for a balanced retirement income strategy. Retirees can reduce anxiety from market fluctuations by segmenting assets while still achieving growth over time. Joe and Lindsay also discuss the pros and cons of the bucket strategy compared to the total return approach and suggest listeners take the RISA assessment to determine their best retirement income style. Read the full show notes and find more information here: EP 114 Show Notes…
1 Fireside Financial Ep #19: Gaining Clarity: Why Retirees Switch Financial Advisors 20:40
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20:40Does this sound familiar? Your advisor tells you not to worry, that you're in a good position for retirement. However, you still feel uncertain and lost about where you stand financially. The struggle to get clear answers and guidance on retirement planning can leave you feeling anxious and overwhelmed. If this resonates with you, it's time to take a different approach to retirement planning and seek the clarity you genuinely deserve. Dive into a candid conversation between Joe Curry and Regan Schiller, two seasoned retirement planners as they unravel the unspoken complexities of retirement planning. Read the full show notes and find more information here: Ep 19 Show Notes…
1 Ep #113 Guaranteed Income and Growth: Exploring Risk Wrap Retirement Strategies 15:29
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15:29Joe and Lindsay continue their exploration of the RISA. This week we examine the Risk Wrap quadrant, focusing on balancing growth potential with income protection in retirement. We explain how Guaranteed Minimum Withdrawal Benefits (GMWB) work, allowing retirees to invest in the market with the security of a guaranteed income floor. Topics covered include variable annuities, investment strategies, and the pros and cons of GMWBs. Listeners can learn more about retirement income styles and access their personalized RISA assessment for better retirement planning. Read the full show notes and find more information here: Ep 113 Show Notes…
1 Ep #112 Too Risk Averse for the Market? Explore Income Protection Instead 15:37
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15:37In this episode of Your Retirement Planning Simplified, Joe and Lindsay examine the Income Protection Quadrant of the RISA framework, focusing on strategies to secure guaranteed income in retirement. They discuss the benefits of annuities, defined benefit pensions, Canada Pension Plan (CPP), and Old Age Security (OAS) to create an income floor that covers essential expenses. For retirees who prioritize safety over growth, this approach minimizes uncertainty, making it ideal for those seeking financial security in volatile markets. Learn how to implement this strategy and optimize your retirement income plan for peace of mind. Read the full show notes and find more information here: Ep 112 Show Notes…
1 Ep # 111 – Flexibility or Security? Weighing the Pros and Cons of a Total Return Retirement 15:33
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15:33Joe and Lindsay explore the Total Return quadrant of the RISA framework, emphasizing the importance of understanding retirement income styles. They discuss the Total Return strategy, which focuses on maintaining a diversified portfolio of stocks and bonds, enabling retirees to rely on market growth for sustainable income. We highlight key characteristics of Total Return investors, along with the strategy's pros and cons, providing actionable insights for listeners to assess their retirement planning approaches. Read the full show notes and find more information here: EP 111 Show Notes…
1 Ep # 110 - Estate Planning Fails: Real Stories of What Can Go Wrong 33:53
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33:53Only 48% of Canadians have a will in place. It's probably been on your to-do list for a long time and you're not alone. In fact, of the people who have a will, only 35% of them are up to date. If you're feeling the stress of not having your estate planning in order, you are not alone! The stories shared by Ellie Muir, Team Lead of Partner Relations at Clear Estate, highlight the real-life consequences of not revisiting your estate plan and the strain it can put on family relationships. It's time to ensure your legacy is protected and your family is set up for success. Read the full show notes and find more information here: EP 110 Show Notes…
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