Top 10 of 2025: #7-10
With the new year upon us, it's time for us to reveal our top 10 posts of 2025.
At #10 and #9, we have Joe Curry's 7 ways to pass on wealth tax-free and Aligning Money & Values interview with Carl Richards.
7 Tax Smart Ways to Leave a Legacy
For many Canadians nearing retirement, one of the biggest goals is leaving a meaningful legacy. But without proper planning, a significant portion of your estate could go straight to the Canada Revenue Agency. In this episode, Joe Curry breaks down seven practical and legal strategies to pass on your wealth
Aligning Money + Values. The Key to Retirement Confidence, with Carl Richards
In this fascinating conversation, Joe Curry sits down with financial thought leader Carl Richards to discuss why simplicity is the secret to powerful financial planning. They explore the real value of advice, how to align money with life goals, and why what’s more important than money is often overlooked.
And at #8 we have Andrea Thompson's planning strategies for RRSPs Left to Dependent Minor Children
Planning Strategies for RRSPs Left to Dependent Minor Children
By Andrea Thompson As financial professionals, we know that the treatment of registered assets at death can have significant tax implications—especially for single parents and blended families. One area that often gets overlooked in estate discussions is the opportunity to pass RRSPs to financially dependent minor children in a
#7 is another Joe Curry banger with Delaying CPP to age 70 without sacrificing short-term retirement income.
Delay CPP to Age 70 Without Sacrificing Short-Term Retirement Income
Delaying taking Canada Pension Plan (CPP) to age 70 can supercharge retirement income, offering a guaranteed, inflation-adjusted 8.4% annual return that is backed by the government. In this podcast, Joe Curry explores how high-net-worth Canadians can bridge the income gap through smart strategies like the bond bridge or an
We will be back tomorrow to continue the countdown.




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