Your Retirement Planning Simplified
Episodes
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...
Ep # 111 – Flexibility or Security? Weighing the Pros and Cons of a Total Return Retirement
17 Oct 2024
Contributed by Lukas
Joe and Lindsay explore the Total Return quadrant of the RISA framework, emphasizing the importance of understanding retirement income styles. They di...
Ep # 110 - Estate Planning Fails: Real Stories of What Can Go Wrong
10 Oct 2024
Contributed by Lukas
Only 48% of Canadians have a will in place. It's probably been on your to-do list for a long time and you're not alone. In fact, of the people ...
Fireside Financial Ep #18: Top 10 Reasons You Need a Retirement Plan
07 Oct 2024
Contributed by Lukas
If you're feeling uncertain about your retirement finances and making decisions based on guesswork, then you are not alone! Many individuals nearing ...
Ep #109: Why Sugarcoating Retirement Plans Does More Harm Than Good
03 Oct 2024
Contributed by Lukas
Joe and Lindsay discuss the importance of transparency in financial planning by sharing a recent client story. A couple came to them frustrated by the...
Ep #108: Customize Your Retirement Strategy: There's No One-Size-Fits-All Approach
26 Sep 2024
Contributed by Lukas
We answer a listener's question about balancing RRSP and RIF withdrawals in retirement while minimizing taxes. We highlight the importance of persona...
Ep #107: Skeptic to Advocate: Robin Powell's Journey into Evidence-Based Investing
19 Sep 2024
Contributed by Lukas
Worried about making financial mistakes with your retirement portfolio? Robin Powell, founder of The Evidence-Based Investor, joins Joe Curry, re...
Ep# 106: Understanding Your Retirement Income Personality for Success with Wade Pfau
12 Sep 2024
Contributed by Lukas
Joe speaks with Wade Pfau, a leading expert in retirement income planning. They explore the evolving landscape of retirement strategies, focusing on u...
EP #105: Connecting Your Values to Your Financial Goals with Dr. Brian Portnoy
05 Sep 2024
Contributed by Lukas
Joe sits down with Dr. Brian Portnoy to explore the concept of "funded contentment," a revolutionary approach to financial well-being that transcends ...
Fireside Financial Ep #17: Expect the Unexpected: Hidden Costs in Retirement
02 Sep 2024
Contributed by Lukas
Joe and Regan discuss lesser-known aspects of retirement planning, focusing on unexpected expenses, psychological adjustments, and the impact of infla...
Ep #104: Top Strategies to Reduce Taxes in Retirement
29 Aug 2024
Contributed by Lukas
We dive into actionable strategies to help you save more money in retirement. From pension income splitting and maximizing tax credits to optimizing R...
Ep# 103: The High Cost of Complicating Your Investments
22 Aug 2024
Contributed by Lukas
We look at the pitfalls of complex investment strategies and emphasize the benefits of keeping things simple. They discuss the importance of trusting ...
Ep #102: What to Do When Markets Get Scary
15 Aug 2024
Contributed by Lukas
We discuss the pitfalls of relying on market forecasts and expert predictions during times of market volatility. Emphasizing the inaccuracies of finan...
Ep #101: Going Beyond 'Financial Advisor Near Me' to Find the Right Fit
08 Aug 2024
Contributed by Lukas
This episode explores the nuances of selecting an advisor beyond proximity, emphasizing the importance of virtual collaboration, comprehensive plannin...
Fireside Financial #16: RRSPs Alone Don't Cut It: Building a Complete Retirement Plan
06 Aug 2024
Contributed by Lukas
Joe and Regan explain why personalized planning is crucial for a secure and enjoyable retirement. They debunk myths, offer actionable advice, a...
Ep #100: Envision Your Future Self: Craft an Optimistic Retirement
01 Aug 2024
Contributed by Lukas
It's episode 100! Joe speaks with Dr. Hal Hershfield, the author of "Your Future Self: How to Make Tomorrow Better Today". They discuss the ide...
Ep #99: The 4% Rule Revisited: How to Craft a Safe Retirement Withdrawal Rate
25 Jul 2024
Contributed by Lukas
Have you heard these retirement myths? The 4% rule is the only safe withdrawal rate, asset allocation doesn't matter in retirement, and setting a fix...
Ep #98: Estate Planning 101: What to Include in Your Will
18 Jul 2024
Contributed by Lukas
We examine the essential aspects of estate planning, focusing on creating a comprehensive will. We also examine choosing the right executor, whether ...
Ep #97: Safeguard Your Savings: Outsmart Cybercriminals Targeting Your Money with Scott Wright
11 Jul 2024
Contributed by Lukas
In this podcast episode, host Joseph interviews cybersecurity expert Scott, who discusses the critical importance of cybersecurity, especially in prot...
EP #96: Comparing Cryptocurrency to Stocks and Bonds: Does it Belong in Your Retirement?
04 Jul 2024
Contributed by Lukas
In this episode of "Your Retirement Plan Simplified," we delve into the topic of cryptocurrency and its place in a retiree's investment portfolio. We...
Fireside Financial Ep 15: The Value of Having a Retirement Emergency Fund
01 Jul 2024
Contributed by Lukas
In this podcast, Joe and Regan look at having an emergency fund in retirement. They discuss how setting aside three to six months' worth of expenses ...
EP #95: 3 Reasons Why Following Investment Evidence Beats Guessing the Market
27 Jun 2024
Contributed by Lukas
Are you feeling frustrated by the difficulty of understanding investment strategies? Feeling uncertain about which approach to take? Imagine spen...
Ep #94: 5 Ways to Build Your Emergency Fund for Retirement
20 Jun 2024
Contributed by Lukas
We examine an aspect of retirement planning—building an emergency fund. Whether you're nearing retirement or already enjoying it, we provide insight...
EP 93: The Overlooked CPP Strategy That Saves Business Owners Thousands
13 Jun 2024
Contributed by Lukas
Joe and Aravind explore the merits of contributing to the Canada Pension Plan (CPP) through salaries. Despite the dual contributions required from bu...
EP #92: Paying for Promises: An Evidence-Based Look at Segregated Funds
06 Jun 2024
Contributed by Lukas
Joe chats with Mark McGrath (CFP, CIM, CLU, PWL Capital Inc) about the intricacies of Canadian equity segregated funds, unpacking their features, ben...
Fireside Financial Ep 14: Stay Social and Stay Sharp: The Top Reasons to Work Part-Time Post-Retirement
03 Jun 2024
Contributed by Lukas
Joe and Regan explore the myriad benefits of engaging in part-time work or starting a side hustle during retirement. They discuss how supplemental in...
EP #91: Capital Gains Tax - Assessing Your Risk and Taking Action
30 May 2024
Contributed by Lukas
Joe speaks with tax professional Kaz Nesbitt (CPA, CA, Partner at Grant Thornton LLP), and they delve into the proposed capital gains inclusion rate ...
EP #90: Maximize Your Estate: Strategies to Transfer Assets Tax-Efficiently to Your Beneficiaries
23 May 2024
Contributed by Lukas
This week we look at crucial considerations surrounding beneficiaries. From dissecting the implications of naming beneficiaries on assets like RRSPs, ...