Your Retirement Planning Simplified
Joseph Curry, CFP Professional, CEPA
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Recent Episodes
EP # 188 | 6 Costly Retirement Mistakes Canadian Retirees Keep Making (And How To Avoid Them)
In this episode, Joe Curry breaks down six costly retirement mistakes Canadians make around CPP timing, RRSP withdrawals, TFSA usage, and OAS clawback. Learn how proper retirement income planning can…
EP # 187 | The RRSP Meltdown Strategy: How Canadian Retirees Can Cut RRIF Taxes & OAS Clawback
What is an RRSP meltdown strategy—and should you use one? In this episode, Joe Curry explains how intentional RRSP and RRIF withdrawals, CPP and OAS timing, and tax-efficient planning can help reduce…
EP # 186 | Retirement Budgeting Basics: 4 Costly Mistakes Canadian Retirees Keep Making
Many pre-retirees underestimate what retirement will actually cost, even when they've carefully tracked their spending. In this episode, Joe Curry walks through practical retirement budgeting basics,…
EP # 185 | 5 Retirement Regrets Canadian Retirees Confess After 65 (Even Millionaires)
In this episode of Your Retirement Planning Simplified, Joe Curry explores five of the most common retirement regrets Canadians experience, from underestimating healthcare costs to not having a…
EP # 184 | Five things to do with RRIF minimums you don't need
Many Canadian retirees are surprised when their RRIF minimum withdrawals create more income than they actually need. In this episode, Joe Curry shares five smart strategies for using excess RRIF…
EP # 183 | 7 Expensive Mistakes Affluent Retirees Make in Their 60s
In this episode of Your Retirement Planning Simplified, Joe Curry outlines seven expensive retirement planning mistakes affluent Canadians make in their 60s. From CPP and OAS timing to RRSP and RRIF…
EP # 182 | All Your Money With One Advisor? CDIC, CIPF & 'Eggs in One Basket' Explained for Canadian Retirees
Is it risky to hold all your investments with one wealth management company? In this episode of Your Retirement Planning Simplified, Joe Curry explains how CDIC and CIPF protection work in Canada —…
EP # 181 | The Last Legal Tax Shelters in Canada (And How They Actually Work), with Mark Halpern
In this episode of Your Retirement Planning Simplified, Joe Curry sits down with estate planning expert Mark Halpern to discuss tax-efficient investing, charitable giving strategies, and how…
EP # 180 | What Most People Get Wrong About When to Take CPP
When it comes to CPP and OAS timing, most Canadians ask the wrong question: "What if I die early?" In this episode, Joe Curry reframes CPP as longevity insurance - a core part of retirement income…
EP # 179 | How to Stress Test Your Retirement Plan in 2026 (Before It Breaks)
Most retirement plans look fine - until inflation, markets, taxes, and 'real life' hit. In this episode of Your Retirement Planning Simplified, Joe Curry explains how to stress test your retirement…
EP # 178 | The Hidden Risk of Playing It Too Safe in Retirement
Many retirees believe playing it safe means avoiding market risk—but that fear-driven approach can quietly limit your lifestyle in retirement. In this episode, Joe Curry explains why inflation and…
EP # 177 | The Real Struggle: Spending in Retirement
Many high-net-worth Canadians discover that spending money in retirement is harder than saving it. In this episode, Joe Curry explores the psychology behind underspending, the risks of overspending,…
EP # 176 | Mailbag Edition: Answering Your Top 5 Retirement Questions
In this mailbag edition, Joe Curry answers five of the most common retirement planning questions Canadians ask—covering retirement income planning, target asset allocation, RRSP-to-RRIF withdrawal…
EP # 175 | If Your Retirement Plan Feels Boring, You're Probably Doing It Right
If your retirement plan feels boring, that might actually mean it's working. In this episode, Joe Curry explains why disciplined, boring retirement planning leads to better long-term outcomes — and…
EP # 174 | Your Retirement, Your Terms – Make 2026 the Year You Take Intentional Action
Knowledge alone won't get you through retirement — action will. In this New Year's episode, Joe Curry explains why clarity, testing assumptions, and taking intentional steps matter more than…
EP # 173 | The 5 Retirement Lessons You Loved Most in 2025
In this special year-end episode of Your Retirement Planning Simplified, Joe Curry breaks down the five biggest retirement lessons listeners cared about most in 2025. From tax-efficient retirement…
EP # 172 | 10 Common Wealth Traps Smart Canadian Retirees Avoid
In this episode of Your Retirement Planning Simplified, Joe Curry breaks down the 10 assets successful Canadian retirees almost never buy - and why avoiding these common wealth traps can dramatically…
EP # 171 | What I Learned From 100 Early Retirees in Canada
Learn what more than 100 successful Canadian early retirees did differently to make life after work sustainable. Joe Curry breaks down the income systems, bridge strategies, CPP and OAS timing, and…
EP # 170 | What Should You Withdraw First: RRSP, CPP, or TFSA?
In this episode of Your Retirement Planning Simplified, you will gain insight into the optimal withdrawal order for Canadian retirement accounts — RRSP first, CPP/OAS later, TFSA last. This…
EP # 169 | Beneficiaries, Successors & Your Retirement Accounts: How to Get It Right Before You Retire
Naming beneficiaries and successors might seem simple, but one wrong designation can lead to tax headaches, probate delays, or unfair outcomes for your heirs. In this episode, Joe Curry explains how…
Frequently Asked Questions
Your Retirement Planning Simplified has published 219 episodes since November 2021, covering topics in Business, Education.
Your Retirement Planning Simplified is currently highly active with new episodes weekly. Average episode length is 20m.
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