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.
7 Expensive Mistakes Affluent Retirees Make in Their 60s
All Your Money With One Advisor? CDIC, CIPF & ‘Eggs in One Basket’ Explained for Canadian Retirees
The Last Legal Tax Shelters in Canada (And How They Actually Work), with Mark Halpern
What Most People Get Wrong About When to Take CPP
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
Delay CPP to Age 70 Without Sacrificing Short-Term Retirement Income
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