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Your Retirement Planning Simplified

EP # 148 - Seven Tax-Smart Ways to Leave a Legacy—Without Leaving a Tax Bill

03 Jul 2025

Description

In this episode, Joe Curry breaks down smart, simple, and tax-efficient strategies to pass on your wealth in Canada—so your legacy goes to your loved ones, not the CRA. Whether you've built your nest egg through saving, investing, or selling a business, this episode is packed with insights you can use. Check out the show notes for EP148 HERE

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