The Boomer Woman’s Podcast, episode 281
Retirement Planning for Canadians with Joseph Curry
Joe Curry is a Certified Financial Planner and the founder of Retirement Planning Simplified. He is also the host of the Your Retirement Planning Simplified podcast, where he helps Canadians navigate the complexities of retirement with a focus on clarity, simplicity, and purpose-driven planning.
Today he explains:
- Company stocks and pensions as sole retirement funds
- CPP and OAS, the GIS, RRSPs, TFSAs, RIFs and LIFs
- common retirement planning mistakes
- eliminating or reducing any threats to retirement
- the Retirement Navigator: goals… but values first
- transitioning from saving to spending
- the non-financial aspects of retirement
Such great information and then Joe says all the right things about feeling comfortable with your retirement/financial planner.
Listen below and then share this episode!
Agnes - in conversation with Joe Curry
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About the guest: Joe Curry
Joe Curry is the Senior Financial Planner & Owner of Matthews + Associates, a leading retirement-focused financial planning company based in Peterborough, Ontario, Canada. He is a Certified Financial Planner, a member of the Financial Planning Association of Canada, and a Certified Exit Planning Advisor. He’s also the visionary behind the educational retirement brand Your Retirement Planning Simplified.
As a retirement planning specialist, Joe focuses on helping his clients achieve True Wealth. He looks at securing financial freedom so that his clients can spend time doing what they love with the people they love while creating opportunities for future generations.
He is also the co-host of Canada’s fastest-growing retirement planning podcast “Your Retirement Planning Simplified” where he offers accessible in-depth retirement planning information. Joe started the podcast to get good financial information to as many people as possible. He is also focused on helping people consider the non-financial aspects of retirement in the hope that he can inspire people to find purpose and satisfaction in their work-optional lives.
Joe keeps active playing hockey and golf and traveling with his wife Ashley and their two young sons, Louis and Harry.
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