Your Retirement Planning Simplified

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, ...

EP #89: Why Typical Isn't Always Right in Estate Planning

16 May 2024

Contributed by Lukas

This week Joe takes a deep dive into the world of personalized financial advising, where clients are more than just numbers on a spreadsheet. Using a...

Ep #88: Testamentary Spousal Trusts

09 May 2024

Contributed by Lukas

What are testamentary spousal trusts?  We break down the complexities of this legal arrangement established by wills to benefit surviving spouses...

Fireside Financial Ep 13: Pension to Portfolio: Strategies for Drawing Income in Retirement

06 May 2024

Contributed by Lukas

In this episode, Joe and Regan navigate through the various income streams available in retirement, including pension plans, government benefits like...

EP #87: The Sandwich Generation

02 May 2024

Contributed by Lukas

The sandwich generation - where individuals find themselves caught between supporting aging parents and adult children. Several areas require careful...

EP #86: Are You Making These 8 Retirement-Wrecking TFSA Mistakes?

25 Apr 2024

Contributed by Lukas

Here are the 8 common mistakes retirees and retirement savers make with their Tax-Free Savings Accounts (TFSA). We cover mistakes like over-contribut...

EP #85: Managing Debt in Retirement

18 Apr 2024

Contributed by Lukas

We look at the various types of debt retirees might carry and the profound impact they can have on your financial well-being. You'll gain an understa...

EP #84: Rock On: Channel Your Inner Rock Star for a Vibrant Life After Work with Dr. Sally Chivers-Storey

11 Apr 2024

Contributed by Lukas

Joe and Dr. Sally Chivers-Storey explore the dynamics of aging, retirement, and intergenerational collaboration.   They delve into the complexiti...

EP #83: 7 Actions to Take in the 5 Years Leading Up to Retirement

04 Apr 2024

Contributed by Lukas

We discuss seven key actions to take in the five years leading up to retirement. We want you to get clear on retirement goals and cash flow requireme...

Fireside Financial Ep 12: Grandparenting 101: Instilling Money Values in Grandchildren

01 Apr 2024

Contributed by Lukas

This month Joe and Regan dive into how to educate grandchildren about money. They use real-life examples like grocery shopping and budgeting exercise...

EP #82: Top 5 Non-Money Mistakes in Retirement

28 Mar 2024

Contributed by Lukas

We explore the top five non-money mistakes in retirement planning. We look at how retirement isn't just about financial readiness but also about find...

EP #81: 5 Common Money Mistakes in Retirement

21 Mar 2024

Contributed by Lukas

In this podcast episode, hosts Joe Curry and Lindsay Wilson discuss common mistakes in retirement planning, cautioning against relying solely on advic...

EP #80: Navigating the Behavior Gap: Why the Average Investor Underperforms the Market

14 Mar 2024

Contributed by Lukas

In this podcast, Dr. Daniel Crosby joins Joseph to discuss the impact of behavioral biases on retirement planning. They delve into overconfidence as a...

EP #79: Subscribed and Satisfied: Optimizing Your Spending Without Sacrifice

07 Mar 2024

Contributed by Lukas

In this engaging podcast discussion, the speaker delves into the widespread shift towards subscription models, exploring how businesses and consumers ...

Fireside Financial EP #11: Turning Family Money into Financial Freedom: Smart Planning for Inheritances

04 Mar 2024

Contributed by Lukas

Hosts Joseph and Regan examine how to handle inheritances. With the landscape of wealth transfer evolving rapidly, receiving an inheritance is not ju...

EP #78: Inheritance: Why Fair and Equal Aren't the Same

29 Feb 2024

Contributed by Lukas

What does it mean to be fair yet unequal in estate planning?   Explore how differing financial needs, family contributions, and the complexities ...

EP #77: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick

22 Feb 2024

Contributed by Lukas

Braden Warwick (PhD, PWL Capital) and Joe look at business owner compensation. They examine the often-debated choice between salaries and dividends. ...

EP #76: Calculating Your Retirement Number: Factoring in Your Pension

15 Feb 2024

Contributed by Lukas

This week we answer a listener question about defined benefit pension plans: I know not a lot of people have defined benefit plans, but everyone keep...

EP #75: A Field Guide to Retirement for Millennials, Retirees and Beyond with Dan Solin

08 Feb 2024

Contributed by Lukas

New York Times Author Dan Solin joins Joe to discuss common misconceptions, essential factors for retirement planning, and the evolving retirement la...

Fireside Financial EP #10: Estate Planning 101

05 Feb 2024

Contributed by Lukas

We know estate planning is daunting.  But it's essential to address it ahead of time, to ensure that all your wishes are laid out to eliminate poten...

EP #74: A Retirement Manifesto with Fritz Gilbert

01 Feb 2024

Contributed by Lukas

Fritz Gilbert, the award-winning author of the blog "The Retirement Manifesto" joins Joe to share his unconventional yet successful approach to retir...

EP #73: The Future of Retirement: David Blanchett on Inflation, Alternative Assets and Advice

25 Jan 2024

Contributed by Lukas

David Blanchett, a renowned financial expert, delves into the multifaceted world of retirement. From annuities, longevity risk, and alternative asset...

EP #72: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 with Matt Holmes

18 Jan 2024

Contributed by Lukas

Joe welcomes Matt Holmes (CPA, Director at Holmes CPAs & Tax Advisors) to the show. They take a deep dive into the often-overlooked realm of successi...

EP #71: Business Exit Mastery: Avoid Pitfalls & Maximize Value with David C Barnett - Part 2

11 Jan 2024

Contributed by Lukas

Joe welcomes back business expert David C Barnett to delve into the intricate process of selling a business for retirement.  This insightful episo...

EP #70: The Egg Story: Make Sure You're Taking Action

04 Jan 2024

Contributed by Lukas

Welcome to "Your Retirement Planning Simplified," where hosts Joseph Curry and Lindsay Wilson demystify the complexities of retirement with their down...

Fireside Financial EP #9 Protect Your Legacy: Estate Planning Essentials for Families

01 Jan 2024

Contributed by Lukas

Joe and Regan examine estate planning essentials. They emphasize the significance of having an up-to-date will and stress the importance of clear com...

EP #69: Navigating Retirement in 2023: Expert Insights

28 Dec 2023

Contributed by Lukas

It's our 2023 wrap-up of Retirement Planning Simplified featuring the best episodes and insights from 2023!   We highlight our most popular episo...

EP #68: Business Exit Mastery: Avoid Pitfalls & Maximize Value with David C Barnett - Part 1

21 Dec 2023

Contributed by Lukas

David Barnett joins Joe to share valuable insights on the common pitfalls business owners face when preparing to retire and sell their businesses.  ...

Ep #67: Peace of Mind: The Power in Pre-Planning and Prepaying Your Funeral

14 Dec 2023

Contributed by Lukas

Joe speaks with Kate Wilson, Associate Advisor at Matthews + Associates, about an essential topic of estate planning: preplanning and prepaying for y...

Ep #66: Seize the Opportunities: Craft Your Perfect Retirement Experience with Gary Poier

07 Dec 2023

Contributed by Lukas

In this podcast episode, host Joseph welcomes Gary Poyer to discuss retirement planning from a unique perspective that goes beyond financial considera...

Fireside Financial Ep 8: Find Your Financial Zen: Build Resilience Amid Market Volatility

04 Dec 2023

Contributed by Lukas

Joe and Regan look at managing anxiety around market volatility, particularly for individuals nearing or already in retirement.   They address re...

Ep #65: Fear to Freedom: Smart Risk Management in Retirement Planning

30 Nov 2023

Contributed by Lukas

We look at what people talk about when they talk about risk. We explore the different facets of risk associated with stock market investments. Joe bre...

EP #64: Retiring Business Owners: Success Stories and Expert Tips with Nick Mombourquette

23 Nov 2023

Contributed by Lukas

Joe welcomes Nick Mombourquette (CFP) from NewGround Financial Inc. With NewGround Financial Inc., Nick guides entrepreneurs and for-impact leaders. ...

EP #63: Mistakes you Might be Making in Retirement Planning, Pt 2

16 Nov 2023

Contributed by Lukas

We explore critical aspects of preparing for retirement, urging you to look beyond just financial readiness. From overspending early in retirement to ...

EP #62: Mistakes you Might be Making in Retirement Planning, Pt 1

09 Nov 2023

Contributed by Lukas

In this engaging podcast episode, the hosts dive deep into the critical retirement risks that many individuals overlook in their retirement planning. ...

Fireside Financial Ep 7: Maximizing Retirement Planning: How Minimizing Can Maximize Your Financial Future

06 Nov 2023

Contributed by Lukas

In this episode of Fireside Financial, CFPs Joe Curry and Regan Schiller delve Home Equity Lines of Credit (HELOC) versus reverse mortgages. They prov...

EP #61: Buyer Beware: If you're paying for a plan, make sure it's a plan

02 Nov 2023

Contributed by Lukas

Join us as we address a growing concern: the oversimplification of retirement advice.  We highlight the pitfalls of an overreliance on factors like p...

EP #60: Don't Overlook Inflation: Strategies to Protect your Retirement Income

26 Oct 2023

Contributed by Lukas

Joe and Lindsay examine the little-discussed sequence of inflation risk. While most people plan for retirement with a fixed, average inflation rate, i...

EP #59: Empower Your Retirement: Strategies for Boosting Brain Health with Jen Johnstone and Sarah Cook

19 Oct 2023

Contributed by Lukas

In this engaging podcast conversation, Jen Johnstone (Executive Director) and Sarah Cook (Education Program Supervisor) from the Peterborough and Area...

EP #58: I Wish I Didn't Invest in RRSPs

12 Oct 2023

Contributed by Lukas

Join us for an in-depth look at the ins and outs of RRSPs (Registered Retirement Savings Plans). You'll hear why some individuals regret investing in ...

EP #57: Retirement Dress Rehearsal: Prepare for Retirement Like a Pro

05 Oct 2023

Contributed by Lukas

Joe and Lindsay dive into the concept of a "retirement dress rehearsal." Doing a dry run of retirement leads to a smooth retirement transition and pri...

Fireside Financial Ep 6: Strategic Withdrawal Strategies: Making the Most of Your Registered Retirement Income Funds

02 Oct 2023

Contributed by Lukas

Joe Curry (CFP, Retirement Planning Simplified) and Regan Schiller (CFP, Your Canadian Retirement Specialist) examine the intricacies of optimizing re...

EP #56: Key Lessons from "The Millionaire Next Door"

28 Sep 2023

Contributed by Lukas

Joe and Lindsay share key insights taken from the financial classic, "The Millionaire Next Door" by Thomas J. Stanley and William D. Danko. With the ...

Ep #55: Do I Need a Financial Planner? Or a Wealth Advisor? Yes, it's Confusing.

21 Sep 2023

Contributed by Lukas

In the latest episode, Joe and Lindsay dive into the often-perplexing world of financial professionals and their designations. With titles ranging fro...

EP #54: Unlocking Fulfillment and Purpose in Retirement: Insights from Mary Ellen French and David Wing

14 Sep 2023

Contributed by Lukas

Mary Ellen French and David Wing of "The Retirement Years" podcast join Joe on this week's episode of "Your Retirement Planning Simplified." With a bl...

EP #53: Next-Level Financial Planning: Unleash Your Potential with a Wealth Advisor - Preet Banerjee

07 Sep 2023

Contributed by Lukas

Joe welcomes Dr. Preet Banerjee to "Your Retirement Planning Simplified". Preet is a well-known Canadian personal finance and investing expert, Globe ...

Fireside Financial Ep 5: Mastering Retirement Planning: CPP, Investments, and Personal Goals

04 Sep 2023

Contributed by Lukas

In this engaging episode of Fireside Financial, Joe and Regan dive into a range of retirement-related questions from their audience. Covering topics l...

EP #52: Maximizing Retirement Joy: How to Enjoy Life to the Fullest while Leaving a Meaningful Legacy

31 Aug 2023

Contributed by Lukas

The choice between savoring retirement and leaving an inheritance can become a pivotal decision when you're planning for retirement. We examine some c...

EP #51: Mastering Financial Savvy for Luxury Travel: Tips from Danielle Desir Corbett

24 Aug 2023

Contributed by Lukas

In this episode, host Joseph welcomes travel expert Danielle to the show. With years of experience in finding creative ways to afford travel, Danielle...

EP 50: Managing Taxes – Strategies for Business Owners

17 Aug 2023

Contributed by Lukas

In this episode, we dive further into the world of taxes for business owners. We highlight the advantage of tax deferral by keeping profits within the...

Ep #49: Minimize Taxes, Maximize Your Retirement Income

10 Aug 2023

Contributed by Lukas

In this podcast episode, we delve further into the world of tax planning in retirement. We stress the importance of basic financial education and unde...

Fireside Financial Ep 4: Maximizing Retirement Income: The Impact of Financial Assistance on Your Golden Years

07 Aug 2023

Contributed by Lukas

In Episode 4 of Fireside Financial, Joseph and Regan discuss the increasing trend of parents supporting their millennial children financially. They ex...

EP #48: Mastering Emotions and Investing: How a Long-Term Perspective Leads to Financial Success

03 Aug 2023

Contributed by Lukas

In this episode, Joe and Lindsay delve into a pressing question that many investors have: "My portfolio is down $100,000 - will it recover?"  Drawing...

EP #47: How to Achieve a Comfortable Retirement Through Effective Planning

27 Jul 2023

Contributed by Lukas

In this episode, Joe, and Lindsay answer two listener questions related to retirement planning. They emphasize the importance of starting retirement p...

EP #46: Beyond Retirement: Overcoming Retirement Fears with Jacquie Doucette

20 Jul 2023

Contributed by Lukas

In this podcast, Joe interviews Jacquie Doucette from "Beyond Retirement" who shares her journey with retirement. Jacquie discusses people's common fe...

EP #45: Retiring Your Way: Uncovering Different Types of Retirement

13 Jul 2023

Contributed by Lukas

In this episode of YRPS, we explore the various types of retirement beyond the traditional notion of stopping work at age 65. We delve into 9 differen...

EP #44: Unleashing Your Values for a Fulfilling Retirement: The Retirement Navigator

06 Jul 2023

Contributed by Lukas

In this episode of "Your Retirement Planning Simplified," Joe and Lindsay introduce the new Retirement Planning Simplified website and discuss the "Re...

Fireside Financial Ep 3: Retirement Spending: Balancing the Pitfalls and Opportunities

03 Jul 2023

Contributed by Lukas

In this episode of Fireside Financial, Joe and Regan delve into the fascinating topic of retirement spending. They explore two sides of the same coin:...

EP #43: Maximizing Your Retirement: Understanding Safe Withdrawal Rates

29 Jun 2023

Contributed by Lukas

In this episode, we dive into the popular topic of the 4% rule and its relevance toretirement planning. Wediscuss how the 4% rule is a safe withdrawal...

EP #42: The Four Horsemen of Investing: The Behavioral Mistakes that Destroy our Investments with Freeman Linde

15 Jun 2023

Contributed by Lukas

Join Certified Financial Planners, Joe Curry (Retirement Planning Simplified) and Freeman Linde (Retire Mentorship), as they explore "The Four Horseme...

Fireside Financial Ep. 2: Maximizing Your Retirement Benefits

05 Jun 2023

Contributed by Lukas

If you're feeling frustrated and overwhelmed by the complexity of CPP and OAS timing and the lack of customized strategies to help you achieve smarter...

Ep #41: Inclusive Retirement Planning & Finding the Right Advisor with Laura Whiteland

01 Jun 2023

Contributed by Lukas

This episode discusses the importance of equity and inclusivity in financial planning. We also look at the unique needs and challenges faced by the th...

EP #40: Jane Robertson: Fighting Tax Inequity for Single Seniors

18 May 2023

Contributed by Lukas

In this episode, Jane Robertson, founder of Single Seniors for Tax Fairness, shares her personal journey and the challenges faced by herself and other...

EP #39: Retiring with Purpose

04 May 2023

Contributed by Lukas

A compelling sense of purpose accompanies a fulfilling life. Often, we derive that sense of purpose from our work. It can be a struggle to replace tha...

Fireside Financial Ep. 1: How to be a Successful Retiree

01 May 2023

Contributed by Lukas

In the realm of retirement planning, successful retirees exhibit specific characteristics that contribute to their financial stability. One key factor...

EP #38: Do I Need Life Insurance in Retirement?

20 Apr 2023

Contributed by Lukas

In this episode Joe and Lindsay examine the nuances of life insurance inretirement.Do we really needit, or is it just another added cost? Read the ful...

EP #37: Have an Awe-Inspired Retirement with Joseph Curry, Caleb Miller and Riley Anderson from "Awe - Inspired and Retired"

06 Apr 2023

Contributed by Lukas

In this episode, you will learn how to maximize your retirement savings and reach your financial goals faster through innovative retirement planning....

Ep #36: Retiring Single

23 Mar 2023

Contributed by Lukas

There isn't a wealth of information on how to retire as a single person.However, it'snot uncommon to enter retirementon your ownfor a variety of reaso...

EP #35: The Phenomenon of Unretirement

09 Mar 2023

Contributed by Lukas

Unretirement is the phenomenon of people returning to work after retiring from their careers or jobs. It's a trend that's becoming increasingly common...

Ep #34: Retirement for Business Owners with Bob Gauvreau

23 Feb 2023

Contributed by Lukas

Retirement planning for business owners means creating and telling a good story for the sale of their company. Transitioning into the sale of a compan...

Ep #33 : Pursuing a Better Investment Experience

09 Feb 2023

Contributed by Lukas

How can we pursue a better investment experience? Knowing how to invest is something but understanding how to get the most from your experience is ano...

EP # 32: Do I Need $1 Million to Retire? Pt. 2

26 Jan 2023

Contributed by Lukas

What do declining stock and bond prices and soaring inflation mean for your retirement income?  New research published on safe withdrawal rates from...

Ep #31: Courageous Conversations with Jane Blaufus

12 Jan 2023

Contributed by Lukas

Jane Blaufus, keynote speaker business coach, and best-selling author of "With the [Stroke]of a Pen" believes that we have an obligation to ourselves ...

EP #30: Your Retirement Planning Simplified's Year in Review

29 Dec 2022

Contributed by Lukas

Whether you're new to the podcast or a returning listener, Joe and Lindsay discuss the most popular topics, questions, and guests on the show in 2022....