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/
I’ve probably done most of the things you expect a woman my age to have done: married and divorced; three children; variety of jobs over the years including a couple of home-based businesses and, finally, a pretty good career; gave up that career (and home and life) to move and take care of a dementing mother; adult daughter moved back home with a baby; financial struggles; sucker-punched by the post-2007 economy. You tell a similar story.
My podcast is for Boomer Women. A variety of subjects, a variety of viewpoints... and open to suggestions if I'm not covering a topic you want to hear about.
