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Retirement Planning for Canadians with Joseph Curry
Manage episode 476303780 series 2833059
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oe 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 now and then share this episode!
Find Joe at https://www.retirementplanningsimplified.ca/
Learn more about Joe and find all his links at https://boomwithabang.com/the-boomer-womans-podcast-joseph-curry/
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