Your Retirement Planning Simplified

Your Retirement Planning Simplified

Por: Joseph Curry, CFP Professional, CEPA
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 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.
206 episodios disponibles

Latest episodes of the podcast Your Retirement Planning Simplified

Mostrando página 2 de 11

EP # 156 | Outperform Without the Guesswork: A Conversation with Wes Crill 28/08/2025
EP # 155 - Applying FIRE Strategies to Traditional Retirement with Chris Mamula 21/08/2025
EP 8:Exit-Ready: Structuring Your Business for a Profitable Sale, with Bob Gauvreau 19/08/2025
EP # 154 - Understanding the Bond Tent Strategy for Retirement Portfolio Protection 14/08/2025
EP 7: The Truth About the Value Gap and Growing Your Business 12/08/2025
EP # 153 - How Women Can Take Control of Their Retirement Finances with Rachael Burns 07/08/2025
EP 6: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick 05/08/2025
EP # 152 - The Power of Art, Identity & Joy After 60 31/07/2025
EP 5: Is Your Business Exit Plan Enough To Afford Your Retirement? Mind the Wealth Gap 29/07/2025
EP # 151 - Planning Once Isn't Planning: Why Retirement Requires Ongoing Strategy 24/07/2025
EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai 22/07/2025
EP # 150 - Slow Travel, Big Impact: Redefining Retirement 17/07/2025
EP 3: SDE VS EBITDA What's Business Worth? 15/07/2025
EP # 149 - Dating, Companionship & Romance After 60 with Andrea McGinty 10/07/2025
EP 2: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 With Matt Holmes, CPA 08/07/2025
EP # 148 - Seven Tax-Smart Ways to Leave a Legacy—Without Leaving a Tax Bill 03/07/2025
EP 1: The 4 Types of Buyers 01/07/2025
EP # 147 - :Aging Isn't the Problem: Dismantling Ageism with Ashton Applewhite 26/06/2025
EP # 146 - What's Next? How to Create Meaning and Momentum with Retirement Coach Nancy Collamer 19/06/2025
EP # 145 - How to Tap Into Retirement Funds Without Derailing Your Plan 12/06/2025
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