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Your Retirement Planning Simplified

by Joseph Curry, CFP Professional, CEPA
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Latest episodes

  • EP # 216 | The Biggest Mistake People Make When Markets Drop

    October 22, 2026 · 17 min

    Last week we touched on three things you should do when markets drop. This week is the flip side: the one mistake that does more damage than all the rest put together. If you get this wrong, it can quietly undo years of good planning in a…

  • EP # 215 | Three Things to do When Markets Crash

    October 15, 2026 · 17 min

    Right now, markets are calm. And that is exactly the right time to talk about what to do when they are not. When markets drop, almost everything your gut is telling you to do is the exact opposite of what you should actually do. This…

  • EP # 214 | The RRIF Move to Make at 65, Not 71

    October 8, 2026 · 18 min

    Most people have one date circled for their Registered Retirement Savings Plan (RRSP) - the year they turn 71. The year when it has to convert to a Registered Retirement Income Fund (RRIF). The plan is simple - just don't touch it until…

  • EP # 213 | Why Your Safe Retirement Money Might Be Your Biggest Risk

    October 1, 2026 · 17 min

    "My pension pays $4,000 a month for life." "I've got a million and a half in GICs and I'll live on $100,000 a year for the next 20 years." Both statements are said with real relief - and both people might be taking on a lot more risk than…

  • EP # 212 | Retiring Soon? The One Page That Shows You Your Retirement Paycheque

    September 24, 2026 · 14 min

    For 40 years, your paycheque just showed up. Then you retire, and suddenly you are sitting on the biggest amount of money you have ever had with no paycheque coming in. A lot of good savers freeze. They are scared to touch it, and they end…

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  • EP # 211 | Should I Downsize in Retirement?

    September 17, 2026 · 11 min

    When Joe asks couples in retirement planning whether they would ever be open to freeing up equity in their home, the reaction is almost always the same: "I don't want to leave my house" or "if I have to do that, I don't think I can…

  • EP # 210 | Equal Versus Fair: Dividing Your Estate Between Children

    September 10, 2026 · 22 min

    You sign your will, feel a wave of relief, and put it in the drawer. Done, handled, the kids are taken care of. But a will mostly records what you decided. It does not explain why. And if your children have never heard your reasoning while…

  • EP # 209 | The Retirement Fear That Has Nothing to Do With Money

    September 3, 2026 · 9 min

    More than half of Canadians say they are afraid of making the wrong financial decision, and half say they have lost sleep over money. Your first instinct is probably that this is about people who do not have enough. But some of the most…

  • EP # 208 | The Beneficiary Audit Most People Skip

    August 27, 2026 · 13 min

    If something happened to you tomorrow, do you know who would actually receive each of your accounts? Not who you think it is - but who is actually named on the paperwork right now. For a lot of people, the honest answer is they set it up…

  • EP # 207 | Five Pre-Retirement Moves the Standard Checklist Skips

    August 20, 2026 · 12 min

    Most retirement checklists cover the big pieces: your income plan, when to take CPP and OAS, stress testing, consolidating your accounts. But today Joe talks about a different set of moves - the ones the standard lists tend to skip. They…

  • EP # 206 | Am I Ready to Retire? Why the Hardest Part Isn't Financial

    August 13, 2026 · 14 min

    In almost every episode of this series, the money was actually fine. The math worked. So what held people back? In this wrap-up episode, Joe names the thing that sits underneath the numbers, and explains why the final decision to retire is…

  • EP # 205 | The Retirement Spending Smile: Why Your Costs Don't Just Drop Over Time

    August 6, 2026 · 14 min

    The go-go years are real. But does that mean you should spend everything early and hope for the best? Not quite. In this episode, Joe adds the honest counterweight to the last few weeks of conversation, because building a plan around a…

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About the show

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.