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Joe Curry

Peterborough Ontario

Joe is a CFP professional, founder of RetirementPlanningSimplified.ca, planning firm Matthews + Associates President, creator & co-host of the retirement podcast Your Retirement Planning Simplified.

The Hidden Risk of Playing It Too Safe in Retirement

How to Stress Test your Retirement Plan in 2026

Financial Psychology for Retirees, with Dr. Meghaan Lurtz

Aligning Money + Values. The Key to Retirement Confidence, with Carl Richards

Understanding RRIF Withdrawal Rules and Building a Tax-Smart Retirement Plan

CPP

Delay CPP to Age 70 Without Sacrificing Short-Term Retirement Income

Will Your Business Exit Fund Your Retirement Goals? Mind The Wealth Gap

What’s Your Business Really Worth? Unlocking SDE vs. EBITDA

The 4 Types of Business Buyers (And Why It Matters for Your Exit)

Tax

Salary vs Dividends: Optimizing Business Owner Payouts with Joe Curry & Braden Warwick

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