Your Retirement Planning Simplified

EP # 198 | Is the OAS Clawback Worth Avoiding? A Canadian Retirement Reality Check

18 Jun 2026

Contributed by Lukas

Most people treat the Old Age Security (OAS) clawback like a cliff you fall off the moment your income crosses the line. It isn't. In this episode we ...

EP # 197 | The Honest Truth About One-Time Retirement Plans

11 Jun 2026

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Joe Curry explains the real value of a one-time retirement plan and why retirement planning sh...

EP # 196 | What Should You Do With Your Money at 60? The Canadian Retirement Plan I'd Use

04 Jun 2026

Contributed by Lukas

What should Canadians do when they turn 60 and start thinking seriously about retirement? In this episode, Joe Curry walks through the exact retiremen...

EP # 195 | How Pension Income Splitting Works for Couples

28 May 2026

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Joe Curry explains how pension income splitting works in Canada and why it can be one of the ...

EP # 194 | RRSP to RRIF - When Should You Make the Switch?

21 May 2026

Contributed by Lukas

When should you convert your RRSP to a RRIF? In this episode of Your Retirement Planning Simplified, Joe Curry explains the key differences between RR...

EP # 193 | The #1 Retirement Mistake Most People Make - And It Has Nothing to Do With Money

14 May 2026

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Joe Curry explores the most overlooked retirement planning risk: your health. While many Cana...

EP # 192 | Rebroadcast: A Retirement Manifesto, with Fritz Gilbert

07 May 2026

Contributed by Lukas

In this rebroadcast of one of our most-listened-to episodes, Joe Curry sits down with Fritz Gilbert, founder of The Retirement Manifesto, to explore t...

EP # 191 | Non-Registered Accounts: Why Your Withdrawal and Your Taxable Income Don't Match

30 Apr 2026

Contributed by Lukas

In this episode, Joe Curry breaks down a common misunderstanding in retirement income planning: why your withdrawals don't equal taxable income. Learn...

EP # 190 | When You Retire in Canada, Tell NO ONE (Until You Do These 3 Things)

23 Apr 2026

Contributed by Lukas

In this episode, Joe Curry breaks down three essential steps to take immediately after retiring in Canada to avoid costly mistakes. Learn how to optim...

EP # 189 | Helping Adult Children Financially Without Ruining Your Retirement (Guide for Canadian Parents)

16 Apr 2026

Contributed by Lukas

Helping adult children financially is common, but without a plan, it can quietly derail your own retirement. In this episode, Joe Curry walks through ...

EP # 188 | 6 Costly Retirement Mistakes Canadian Retirees Keep Making (And How To Avoid Them)

09 Apr 2026

Contributed by Lukas

In this episode, Joe Curry breaks down six costly retirement mistakes Canadians make around CPP timing, RRSP withdrawals, TFSA usage, and OAS clawback...

EP # 187 | The RRSP Meltdown Strategy: How Canadian Retirees Can Cut RRIF Taxes & OAS Clawback

02 Apr 2026

Contributed by Lukas

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 OA...

EP # 186 | Retirement Budgeting Basics: 4 Costly Mistakes Canadian Retirees Keep Making

26 Mar 2026

Contributed by Lukas

Many pre-retirees underestimate what retirement will actually cost, even when they've carefully tracked their spending. In this episode, Joe Curry wal...

EP # 185 | 5 Retirement Regrets Canadian Retirees Confess After 65 (Even Millionaires)

19 Mar 2026

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Joe Curry explores five of the most common retirement regrets Canadians experience, from under...

EP # 184 | Five things to do with RRIF minimums you don't need

12 Mar 2026

Contributed by Lukas

Many Canadian retirees are surprised when their RRIF minimum withdrawals create more income than they actually need. In this episode, Joe Curry shares...

EP # 183 | 7 Expensive Mistakes Affluent Retirees Make in Their 60s

05 Mar 2026

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Joe Curry outlines seven expensive retirement planning mistakes affluent Canadians make in t...

EP # 182 | All Your Money With One Advisor? CDIC, CIPF & 'Eggs in One Basket' Explained for Canadian Retirees

26 Feb 2026

Contributed by Lukas

Is it risky to hold all your investments with one wealth management company? In this episode of Your Retirement Planning Simplified, Joe Curry explai...

EP # 181 | The Last Legal Tax Shelters in Canada (And How They Actually Work), with Mark Halpern

19 Feb 2026

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Joe Curry sits down with estate planning expert Mark Halpern to discuss tax-efficient investin...

EP # 180 | What Most People Get Wrong About When to Take CPP

12 Feb 2026

Contributed by Lukas

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 longevit...

EP # 179 | How to Stress Test Your Retirement Plan in 2026 (Before It Breaks)

05 Feb 2026

Contributed by Lukas

Most retirement plans look fine - until inflation, markets, taxes, and 'real life' hit. In this episode of Your Retirement Planning Simplified, Joe Cu...

EP # 178 | The Hidden Risk of Playing It Too Safe in Retirement

29 Jan 2026

Contributed by Lukas

  Many retirees believe playing it safe means avoiding market risk—but that fear-driven approach can quietly limit your lifestyle in retirement. In...

EP # 177 | The Real Struggle: Spending in Retirement

22 Jan 2026

Contributed by Lukas

Many high-net-worth Canadians discover that spending money in retirement is harder than saving it. In this episode, Joe Curry explores the psychology...

EP # 176 | Mailbag Edition: Answering Your Top 5 Retirement Questions

15 Jan 2026

Contributed by Lukas

In this mailbag edition, Joe Curry answers five of the most common retirement planning questions Canadians ask—covering retirement income planning, ...

EP # 175 | If Your Retirement Plan Feels Boring, You're Probably Doing It Right

08 Jan 2026

Contributed by Lukas

If your retirement plan feels boring, that might actually mean it's working. In this episode, Joe Curry explains why disciplined, boring retirement pl...

EP # 174 | Your Retirement, Your Terms – Make 2026 the Year You Take Intentional Action

01 Jan 2026

Contributed by Lukas

Knowledge alone won't get you through retirement — action will. In this New Year's episode, Joe Curry explains why clarity, testing assumptions, and...

EP # 173 | The 5 Retirement Lessons You Loved Most in 2025

25 Dec 2025

Contributed by Lukas

In this special year-end episode of Your Retirement Planning Simplified, Joe Curry breaks down the five biggest retirement lessons listeners cared abo...

EP # 172 | 10 Common Wealth Traps Smart Canadian Retirees Avoid

18 Dec 2025

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Joe Curry breaks down the 10 assets successful Canadian retirees almost never buy - and why av...

EP # 171 | What I Learned From 100 Early Retirees in Canada

11 Dec 2025

Contributed by Lukas

Learn what more than 100 successful Canadian early retirees did differently to make life after work sustainable. Joe Curry breaks down the income syst...

EP # 170 | What Should You Withdraw First: RRSP, CPP, or TFSA?

04 Dec 2025

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, you will gain insight into the optimal withdrawal order for Canadian retirement accounts — R...

EP # 169 | Beneficiaries, Successors & Your Retirement Accounts: How to Get It Right Before You Retire

27 Nov 2025

Contributed by Lukas

Naming beneficiaries and successors might seem simple, but one wrong designation can lead to tax headaches, probate delays, or unfair outcomes for you...

EP # 168 | Plugging the Leaks: How to Free Up Hidden Cashflow Before Retirement

20 Nov 2025

Contributed by Lukas

Even in retirement, small expenses can quietly drain your income — until you take a closer look. In this episode, Joe Curry shares how a simple pers...

EP # 167 | Retirement Planning Simplified — Why Simplicity is the Ultimate Strategy

13 Nov 2025

Contributed by Lukas

Even high-net-worth retirees can fall into the trap of financial complexity, with multiple accounts, different advisors, and no clear strategy. In thi...

EP # 166 | Cybersecurity for Retirees: Protecting Your Digital Wealth

06 Nov 2025

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Joe Curry unpacks essential cybersecurity lessons for retirees, based on insights from expert ...

EP # 165 | Why You Might Want to Take CPP at 60 (Even If the Math Says Otherwise)

30 Oct 2025

Contributed by Lukas

When it comes to CPP timing, the math often says "wait until 70" - but life isn't lived in a spreadsheet. In this episode, Joe Curry explores why taki...

EP # 164 | How to Evaluate Investment Performance in Retirement

23 Oct 2025

Contributed by Lukas

Wondering if your retirement portfolio is really performing well? In this episode of Your Retirement Planning Simplified, Joe Curry explains why compa...

EP # 163 | The 5.5 Guaranteed Retirement Income Sources Every Canadian Should Understand

16 Oct 2025

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Joe breaks down the five and a half guaranteed retirement income sources every Canadian should...

EP # 162 | Understanding RRIF Withdrawal Rules and Building a Tax-Smart Retirement Plan

09 Oct 2025

Contributed by Lukas

  Most retirees view mandatory RIF withdrawals as a tax trap—but what if they're actually a strategic advantage?  In this episode, Joe Curry expla...

EP # 161 | Redefining Retirement for High Achievers: Identity, Purpose, and Structure After Work

02 Oct 2025

Contributed by Lukas

What if the hardest part of retirement isn't money, markets, or even health but your identity?  In this episode of Retirement Planning Simplified, Jo...

EP # 160 | Retirement and Sudden Death: Psychological and Physical Risks to Know

25 Sep 2025

Contributed by Lukas

What happens when someone finally retires only to pass away months later? In this episode of Retirement Planning Simplified, Joe talks about the surpr...

EP # 159 | Financial Psychology for Retirees

18 Sep 2025

Contributed by Lukas

  In this episode of Retirement Planning Simplified, Joe Curry talks with Dr. Meghaan Lurtz, a financial psychology professor at Kansas State Univers...

EP # 158 | Aligning Money + Values. The Key to Retirement Confidence, with Carl Richards

11 Sep 2025

Contributed by Lukas

Most people think money problems are about numbers but what if the real obstacle is us? In this episode, Joe sits down with Carl Richards, author, spe...

EP # 157 | How to Delay CPP to Age 70 Without Sacrificing Retirement Income

04 Sep 2025

Contributed by Lukas

Most Canadians take CPP early, but delaying until 70 can boost your pension by up to 78% - a guaranteed, inflation-protected income for life.  In thi...

EP 9: How Closing the Profit Gap Can Boost Your Business Exit Value

02 Sep 2025

Contributed by Lukas

What if you could add a million dollars to your business without selling a single extra unit or finding new clients?  In this episode of Business and...

EP # 156 | Outperform Without the Guesswork: A Conversation with Wes Crill

28 Aug 2025

Contributed by Lukas

How do you build a retirement portfolio that works in the real world and not just on paper? In this episode of Retirement Planning Simplified, Joe Cur...

EP # 155 - Applying FIRE Strategies to Traditional Retirement with Chris Mamula

21 Aug 2025

Contributed by Lukas

How to Achieve Financial Independence and Retire Early? In this episode of Retirement Planning Simplified, Joe Curry talks with Chris Mamula, who reti...

EP 8:Exit-Ready: Structuring Your Business for a Profitable Sale, with Bob Gauvreau

19 Aug 2025

Contributed by Lukas

Are you sure your business is set up to fund the retirement you want and leave the legacy you've worked so hard to build? In this episode of  Retirem...

EP # 154 - Understanding the Bond Tent Strategy for Retirement Portfolio Protection

14 Aug 2025

Contributed by Lukas

Is Your Retirement Portfolio Ready for the Red Zone? In this episode of  Retirement Planning Simplified, Joe explains how to protect your investments...

EP 7: The Truth About the Value Gap and Growing Your Business

12 Aug 2025

Contributed by Lukas

In this episode, Joe Curry starts with a tough question: Could your business be worth far less than you expect? Most business owners believe boosting ...

EP # 153 - How Women Can Take Control of Their Retirement Finances with Rachael Burns

07 Aug 2025

Contributed by Lukas

In this episode of Retirement Planning Simplified, Joe Curry speaks with Rachael Burns, Certified Financial Planner and founder of True Worth Financia...

EP 6: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick

05 Aug 2025

Contributed by Lukas

How Should You Pay Yourself as a Business Owner? Salary, Dividends, or an IPP? In this episode, Joe chats with Braden Warwick from PWL Capital about h...

EP # 152 - The Power of Art, Identity & Joy After 60

31 Jul 2025

Contributed by Lukas

In this episode of Retirement Planning Simplified,Joe Curry talks with best-selling author and Sketchbook School co-founder Danny Gregory about the li...

EP 5: Is Your Business Exit Plan Enough To Afford Your Retirement? Mind the Wealth Gap

29 Jul 2025

Contributed by Lukas

How to Calculate Your Wealth Gap and Retire on Your Terms If you sold your business tomorrow, would it fund your retirement? In this episode of Retire...

EP # 151 - Planning Once Isn't Planning: Why Retirement Requires Ongoing Strategy

24 Jul 2025

Contributed by Lukas

Why Your Retirement Plan Should Evolve With You In this episode of Retirement Planning Simplified, Joe Curry, a certified financial planner reveals wh...

EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai

22 Jul 2025

Contributed by Lukas

How Should Business Owners Pay Themselves? Salary vs. Dividends In this episode of Retirement Planning Simplified, Joe Curry sits down with financial ...

EP # 150 - Slow Travel, Big Impact: Redefining Retirement

17 Jul 2025

Contributed by Lukas

In this episode of Retirement Planning Simplified, Joe Curry talks with Karen Gershowitz, travel writer and author, about how travel can help you redi...

EP 3: SDE VS EBITDA What's Business Worth?

15 Jul 2025

Contributed by Lukas

In this quick but powerful episode of  Retirement Planning Simplified, Joe Curry explains what every small business owner needs to know before sellin...

EP # 149 - Dating, Companionship & Romance After 60 with Andrea McGinty

10 Jul 2025

Contributed by Lukas

In this episode of Retirement Plan Simplified, Joe Curry sits down with Andrea McGinty, founder of It's Just Lunch and 33000Dates.com, to explore how ...

EP 2: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 With Matt Holmes, CPA

08 Jul 2025

Contributed by Lukas

Are you a business owner approaching retirement or just starting to think about a future sale? In this episode of Retirement Planning Simplified, Joe ...

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

03 Jul 2025

Contributed by Lukas

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 love...

EP 1: The 4 Types of Buyers

01 Jul 2025

Contributed by Lukas

Shownotes Thinking about selling your business? In this pilot episode, Joe Curry explains why many Canadian business owners struggle to sell—and how...

EP # 147 - :Aging Isn't the Problem: Dismantling Ageism with Ashton Applewhite

26 Jun 2025

Contributed by Lukas

In this episode of Retirement Planning Simplified, Joe Curry talks with Ashton Applewhite—TED speaker, author of This Chair Rocks, and a leading voi...

EP # 146 - What's Next? How to Create Meaning and Momentum with Retirement Coach Nancy Collamer

19 Jun 2025

Contributed by Lukas

  In this episode, Joe Curry welcomes retirement coach and author Nancy Collamer to share how retirees can find meaning and purpose after leaving the...

EP # 145 - How to Tap Into Retirement Funds Without Derailing Your Plan

12 Jun 2025

Contributed by Lukas

Need Cash in Retirement? Here's How to Stay Flexible. In this episode, Joe Curry and Lindsay Wilson talk about how to get the cash you need in retire...

EP # 144 - Retirement Isn't the End: Age with Confidence, Strength, and Purpose with Laura Lynn Morrissey

05 Jun 2025

Contributed by Lukas

In this episode of Your Retirement Plan Simplified, Joe Curry interviews Laura Lynn Morrissey, founder of Silver Savvy, about how to plan for aging wi...

EP # 143 - Test-Drive Retirement: Mini Retirements, Intentional Living, and Finding Joy with Jillian Johnsrud

29 May 2025

Contributed by Lukas

What if you could test-drive retirement before diving in? In this episode of Retirement Planning Simplified, Joe sits down with Jillian Johnsrud, fina...

EP # 142 - The 7 Pillars of Retirement Planning: A Practical Guide

22 May 2025

Contributed by Lukas

Retirement isn't just about your finances—it's about designing a life you love.  In this episode, Joe Curry and Lindsay Wilson break down the 7 key...

EP # 141 - Rethinking Retirement: Aging, Identity, and the Power of Mentorship with Dr. Deborah Heiser

15 May 2025

Contributed by Lukas

What if retirement wasn't the end of your story—but the beginning of your legacy? In this episode, Joe chats with Dr. Deborah Heiser, a developmenta...

EP # 140 - Women & Wealth: Smart Retirement Planning for a Confident Future

08 May 2025

Contributed by Lukas

In this episode, Joe Curry sits down with financial expert Russ Thornton to reveal why women face unique hurdles in retirement—and how to overcome t...

EP # 139 - The New Retirement: Work, Purpose & Aging with Dr. Corinne Auman

01 May 2025

Contributed by Lukas

In this episode, Joe sits down with Dr. Corinne Auman, a developmental psychologist who specializes in adulthood and aging, to talk about how our pers...

Ep # 138 - Move More, Live Better: Confidence, Consistency & Commitment with Esther Avant

24 Apr 2025

Contributed by Lukas

Joe chats with guest Esther Avant, a health industry expert, who emphasizes the critical role of prioritizing health for a fulfilling retirement. Est...

Ep # 137 - Home Care to Care Homes: The Eldercare Journey with Amy Friesen

17 Apr 2025

Contributed by Lukas

Joe welcomes Amy Friesen, senior living expert. They highlight the challenges and solutions for aging individuals and their families. They examine var...

Ep # 136 - Mastering Your Money Mindset for a Fulfilling Retirement with John Hankins

10 Apr 2025

Contributed by Lukas

The podcast episode delves into the nuances of financial therapy and its importance in retirement planning. John Hankins, a financial therapist, join...

Ep #135: Retirement is Not a Math Problem with Roger Whitney (The Retirement Answer Man)

03 Apr 2025

Contributed by Lukas

Joe sits down with Roger Whitney, the Retirement Answer Man, to discuss agile retirement planning, financial confidence, and redefining retirement bey...

Ep #134: Smart Tax Strategies for More Efficient Retirement Planning

27 Mar 2025

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, we dive into smart tax strategies for retirement, and common mistakes to avoid when drawing in...

EP #133: Retirement Taxes 101: What You Need to Know

20 Mar 2025

Contributed by Lukas

Ever wonder how retirement income is taxed in Canada? We look at tax brackets, RRSPs, RRIFs, TFSAs, CPP, OAS, and pension income is crucial for optimi...

Ep # 132: Work, Wealth & Well-Being: The New Retirement Mindset with Chris Farrell

13 Mar 2025

Contributed by Lukas

Joe speaks with journalist and economist Chris Farrell to challenge traditional retirement thinking. They examine working in retirement, the purpose a...

Ep #131: Pension Planning Made Simple: Boost Your Retirement Strategy

06 Mar 2025

Contributed by Lukas

We dive into the essential topic of pension types for Canadian employees, covering defined benefit pensions, defined contribution pensions, and group ...

EP #130: TFSAs: Your Secret Weapon for Tax-Free Retirement Income

27 Feb 2025

Contributed by Lukas

We unpack the power of Tax-Free Savings Accounts (TFSAs) as a game-changing tool for retirement income planning. Discover how TFSAs provide tax-free g...

EP #129: 2025 Retirement Planning Updates

20 Feb 2025

Contributed by Lukas

Discover essential retirement planning updates for 2025! Joe and Lindsay break down new RRSP and TFSA contribution limits, updates to CPP and OAS bene...

EP #128: Canada Pension Plan Explained: Maximize Your Retirement Benefits

13 Feb 2025

Contributed by Lukas

Joe and Lindsay answer the most common questions about the Canada Pension Plan (CPP). They explain what CPP is, who qualifies, how to apply, and how t...

Fireside Financial Ep #22: Safeguard Your Future: The Link Between Cognitive Health & Retirement Planning

11 Feb 2025

Contributed by Lukas

We discuss planning for cognitive decline in retirement and how early financial preparation can protect you and your loved ones. We cover the importan...

Ep #127: Retirement Unfiltered: Lessons from the Retirement Journey with David Warren

06 Feb 2025

Contributed by Lukas

Joe interviews David Warren, a retiree with decades of experience in business and personal finance, about his journey through retirement. David shares...

Ep #126: The Art of Retirement: Balancing Money, Health and Happiness with Dr. Michael Finke

30 Jan 2025

Contributed by Lukas

Joe sits down with Michael Finke, PhD, from the American College of Financial Services, to explore how retirees can shift their mindset from saving to...

Ep #125: Retirement Starts Today: Have a Purposeful and No-Regrets Life with Benjamin Brandt, CFP

23 Jan 2025

Contributed by Lukas

Joe interviews Benjamin Brandt, CFP, the retirement expert behind Retirement Starts Today. Together they explore the non-financial aspects of retireme...

Ep #124: Understanding RRIFs: Strategies to Save on Taxes and Boost Income

16 Jan 2025

Contributed by Lukas

Joe answers the most common questions about Registered Retirement Income Funds (RRIFs) to demystify how they work and their role in retirement plannin...

Ep #123: Maximize Your RRIF: Tax-Smart Withdrawal Strategies for Retirees

09 Jan 2025

Contributed by Lukas

Joe gives advanced strategies to optimize your Registered Retirement Income Fund (RRIF) withdrawals, focusing on minimizing taxes, avoiding OAS claw b...

Fireside Financial Ep #21: Go-Go to No-Go: Navigating Long-Term Care, Home Equity, and Legacy Goals

06 Jan 2025

Contributed by Lukas

Joe and Regan examine the essentials of long-term care planning in retirement. They emphasize the importance of proactive strategies to manage future ...

Ep #122: Clarity & Action: Bring It On 2025!

02 Jan 2025

Contributed by Lukas

Start 2025 with Confidence in Your Retirement Plan. On this episode of Your Retirement Planning Simplified, Joe and Lindsay share inspiring client st...

EP #121: 2024's Top Retirement Tips: Mistakes, Strategies, and Expert Insights

26 Dec 2024

Contributed by Lukas

In this special year-end episode of Your Retirement Planning Simplified, Joe and Lindsay reflect on the most popular episodes of 2024, covering essent...

Ep #120: Overcoming the Fear of Spending in Retirement: Tips for Confident Cash Flow

19 Dec 2024

Contributed by Lukas

Joe tackles the psychology of retirement spending, offering actionable strategies to overcome the common fear of depleting savings. Joe discusses how...

Ep #119: The Hidden Costs of Retirement You Can't Afford to Miss

12 Dec 2024

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Joe uncovers the hidden costs of retirement that often catch retirees off guard, leading to fi...

Ep #118: Understanding Inflation and Its Long-Term Impact on Retirement

05 Dec 2024

Contributed by Lukas

This week we explore the critical topic of inflation and its long-term impact on retirement planning. We define inflation, distinguish it from deflati...

Fireside Financial Ep #20 – Client-Centered Wealth Management

02 Dec 2024

Contributed by Lukas

Joe and Regan share their journeys in the financial planning industry, highlighting key transitions to independent wealth management. They discuss the...

Ep #117: Good Portfolio Management Won't Make Up for Bad Financial Planning

28 Nov 2024

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Joe Curry and Lindsay Wilson explore why good portfolio management can't compensate for bad fi...

Ep #116: Essential Insights on Hospice Care and Support with Red Keating

21 Nov 2024

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Lindsay welcomes Red Keating, a supportive care counselor at Hospice Peterborough and co-hos...

Ep# 115: Retire with Impact: Discover the Power of Volunteering with Lois Tuffin

14 Nov 2024

Contributed by Lukas

Joe sits down with Lois Tuffin from Volunteer Peterborough to explore the transformative benefits of volunteering for retirees. Lois shares inspiring ...

Ep# 114: Understanding the Bucket Strategy for Retirement Income: RISA Framework Explained

07 Nov 2024

Contributed by Lukas

Joe and Lindsay conclude their RISA framework series with a look at the final quadrant: time segmentation. It is also known as the "bucket strategy" i...

Fireside Financial Ep #19: Gaining Clarity: Why Retirees Switch Financial Advisors

04 Nov 2024

Contributed by Lukas

Does this sound familiar? Your advisor tells you not to worry, that you're in a good position for retirement. However, you still feel uncertain and l...

Ep #113 Guaranteed Income and Growth: Exploring Risk Wrap Retirement Strategies

31 Oct 2024

Contributed by Lukas

Joe and Lindsay continue their exploration of the RISA. This week we examine the Risk Wrap quadrant, focusing on balancing growth potential with incom...

Ep #112 Too Risk Averse for the Market? Explore Income Protection Instead

24 Oct 2024

Contributed by Lukas

In this episode of Your Retirement Planning Simplified, Joe and Lindsay examine the Income Protection Quadrant of the RISA framework, focusing on str...