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Your Retirement Planning Simplified

Joseph Curry, CFP Professional

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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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Learn the BEST strategies from the biggest names in eCommerce. Season 1 is all about having something good to say, saying it well and saying it often. See why this is the HOTTEST new digital marketing podcast.
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On Happy Sad Confused, Josh Horowitz gets nerdy and intimate with the biggest movie stars and filmmakers on the planet. Each and every week, you’ll hear in-depth, career-spanning conversations with everyone from Samuel L. Jackson and Scarlett Johansson to Christopher Nolan and Quentin Tarantino. If you’ve ever wanted to know what it was like to get casual with A-listers like Tom Hiddleston or Kristen Stewart (all HSC regulars), then come on in and join Josh on Happy Sad Confused.
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This podcast is a spicy stew of bone chilling cases of brutality, executed by some peculiar people of India. Because if you thought serial killers were just a western phenomenon, you need to think again!
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Welcome to the Heaven's Entrepreneurs Podcast hosted by Kurshin Joseph. On the Heavens Entrepreneurs Podcast you will hear from Kingdom Entrepreneurs, Prophetic Voices and Music Artists making an impact in the world and taking ground for the Kingdom! Kurshin Joseph is the Founder of The Heaven's Entrepreneurs Movement, Ecommerce Empire Builder, Founder of Heavens Digital Academy & The Kingdom Discovery Network.
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In this podcast episode, host Joseph interviews cybersecurity expert Scott, who discusses the critical importance of cybersecurity, especially in protecting financial assets. Scott explains the various types of cybercriminals, including organized crime groups, nation-state actors, and lone wolf attackers, and highlights common methods they use, suc…
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THE BOYS have come out in full force for live edition of the podcast! That's right, the dramatic and disturbing and hilarious superhero satire is cruising through its 4th season and the cast joins Josh to talk about their auditions, pivotal scenes, and how they want the show to wrap up in its final season. Antony Starr, Chace Crawford, Colby Minifi…
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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 give a layman's definition of cryptocurrency, discuss its appeal due to decentralization, security, global accessibility, and investment potential, but also highlight its extreme volatility and lack o…
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2 years ago it's probably safe to say you didn't know who Joseph Quinn was. Now thanks to a scene stealing role as Eddie Munson in STRANGER THINGS, Joe is everywhere, starring in the new hit, A QUIET PLACE: DAY ONE, and the upcoming films, GLADIATOR 2 and FANTASTIC FOUR. Here Joe and Josh talk about it all, plus why Joe gets so passionate talking a…
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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 can provide peace of mind and financial security, protecting retirees from unexpected expenses without needing to dip into investments or accrue high-interest debt. They highlight that an emergency fun…
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Kevin Costner has had HORIZON in his head for over 35 years and now he's finally ready to share it with the world. The legendary actor/director joins Josh accompanied by his cast (including Sam Worthington, Abbey Lee, and Luke Wilson) to chat about his epic Western saga. Recorded live at the 92nd Street Y. ⁠Subscribe here⁠ to the new Happy Sad Conf…
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Are you feeling frustrated by the difficulty of understanding investment strategies? Feeling uncertain about which approach to take? Imagine spending years trying to navigate the complexities of active management, only to discover that it may not be the most effective approach. The struggle to decipher the impact of dividends on investment returns …
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They're two of the brightest stars on the scene and they've come together for a new film (THE BIKERIDERS) and a return to the podcast. Jodie Comer and Austin Butler join Josh to talk about sexy silences, rebellion, and potential upcoming projects, from 28 YEARS LATER to HEAT 2. SUPPORT OUR SPONSORS! ZocDoc -- Go to ⁠Zocdoc.com/HappySad⁠ and downloa…
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We examine an aspect of retirement planning—building an emergency fund. Whether you're nearing retirement or already enjoying it, we provide insightful strategies to assess your financial needs, determine the right size for your emergency fund, and effectively build and manage it. Learn about essential expenses, potential emergencies, and smart way…
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Julia Louis-Dreyfus is a veritable comedy icon but now she's showing off her dramatic chops in the moving new film, TUESDAY. She joins Josh for this live taping of the podcast at Symphony Space in New York to talk about everything from SEINFELD and VEEP to her own new career as a podcaster! SUPPORT OUR SPONSORS! ZocDoc -- Go to ⁠Zocdoc.com/HappySad…
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Joe and Aravind explore the merits of contributing to the Canada Pension Plan (CPP) through salaries. Despite the dual contributions required from business owners, the CPP offers guaranteed, inflation-adjusted income in retirement, providing a secure financial foundation. The discussion highlights the tax credits and deductions associated with CPP …
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The force is strong with this one! Josh welcomes 3 members of STAR WARS royalty to chat about AHSOKA, their favorite STAR WARS memories, and the future! Rosario Dawson, Hayden Christensen, and Dave Filon are all on the podcast finally! SUPPORT OUR SPONSORS! ZocDoc -- Go to ⁠Zocdoc.com/HappySad⁠ and download the Zocdoc app for FREE Betterhelp -- Vis…
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In the very first live taping of Happy Sad Confused in Los Angeles, Tom Hiddleston re-joins the podcast to talk about his long history with LOKI, his future with THE NIGHT MANAGER, and even gets a surprise from friend Eddie Redmayne! SUPPORT OUR SPONSORS! ZocDoc -- Go to ⁠Zocdoc.com/HappySad⁠ and download the Zocdoc app for FREE Betterhelp -- Visit…
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Joe chats with Mark McGrath (CFP, CIM, CLU, PWL Capital Inc) about the intricacies of Canadian equity segregated funds, unpacking their features, benefits, and potential drawbacks. While discussing the investment options within segregated funds, they underscore the importance of considering alternatives like low-cost index funds or ETFs, particular…
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Un episodio especial dedicado al Mes del Voluntariado, con la participación del estimado invitado Matt Lyttle, Director del Segmento de Defensa y Seguridad en Guidehouse, una firma consultora de gestión global. La copresentadora Yokarina Duarte conversa con Lyttle sobre su experiencia como voluntario del Cuerpo de Paz en Nicaragua, lo cual lo prepa…
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Joe and Regan explore the myriad benefits of engaging in part-time work or starting a side hustle during retirement. They discuss how supplemental income alleviates financial stress and supports lifestyle desires such as travel. Beyond the financial perks, they delve into the non-monetary advantages, including social engagement, mental stimulation,…
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Jeremy Renner is only feeling happy today. Happy and grateful to be alive. He joins Josh to talk about his remarkable recovery for a near fatal accident, returning to work on MAYOR OF KINGSTOWN, a potential MCU return, and more. SUPPORT OUR SPONSORS! ZocDoc -- Go to ⁠Zocdoc.com/HappySad⁠ and download the Zocdoc app for FREE Betterhelp -- Visit ⁠Bet…
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Walton Goggins may not be the last guest on this podcast but he is long overdue. He joins Josh to talk about his dual roles in FALLOUT, JUSTIFIED, his collaborations with Quentin Tarantino and Danny McBride, and THE WHITE LOTUS. SUPPORT OUR SPONSORS! Storyworth -- Go to Storyworth.com/HappySad to save $10 on your first purchase! UPCOMING LIVE EVENT…
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Joe speaks with tax professional Kaz Nesbitt (CPA, CA, Partner at Grant Thornton LLP), and they delve into the proposed capital gains inclusion rate changes. Joe and Kaz unpack the intricacies of capital gains taxation, clarifying how these changes could affect individuals and businesses. Read the full show notes and find more information here: EP …
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The mad genius that is filmmaker George Miller is back! Miller joins Josh to chat about his latest film FURIOSA: A MAD MAX SAGA and yes there are some SPOILERS ahead! Millers opens up about his storytelling influences and passions, why he keeps returning to the wasteland, and how he came to cast his new Furiosa. SUPPORT OUR SPONSORS! Storyworth -- …
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CABARET is back on Broadway but this is a production unlike any you've experienced. Here Tony nominated stars Eddie Redmayne and Gayle Rankin discuss why the show remains so relevant, their passion for the material, and the lies they've told in their careers. Taped live at the 92nd Street Y. SUPPORT OUR SPONSORS! ZocDoc -- Go to ⁠ZocDoc.com/HappySa…
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This week we look at crucial considerations surrounding beneficiaries. From dissecting the implications of naming beneficiaries on assets like RRSPs, pension plans, and non-registered accounts to shedding light on the strategic use of life insurance, this insightful discussion offers invaluable insights for listeners navigating their estate plannin…
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Place your bets on Lewis Pullman. In a few short years he racked up credits like TOP GUN MAVERICK, LESSONS IN CHEMISTRY, OUTER RANGE, and just around the bed, his MCU debut in THUNDERBOLTS. Josh and Lewis chat about it all, from growing up the son of a revered actor (the legendary Bill Pullman) to learning he doesn't need to beat himself up in his …
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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 compelling client story, we explore the importance of understanding your unique financial situation. From estate planning intricacies to navigating complex beneficiary considerations, Joe offers pract…
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What are testamentary spousal trusts? We break down the complexities of this legal arrangement established by wills to benefit surviving spouses. From defining what a spousal trust entails to exploring its various purposes, including asset protection, wealth transfer, and safeguarding against potential remarriages or incapacity, we have practical e…
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Chris Pine is back and this time it's for a true labor of love, his directing debut in POOLMAN. Chris opens up about why he loves this quirky debut so much, dealing with cirticism, and what the future holds. SUPPORT OUR SPONSORS! ZocDoc -- Go to ⁠ZocDoc.com/HappySad⁠ and download the Zocdoc app for FREE! Storyworth -- Go to Storyworth.com/HappySad …
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In this episode, Joe and Regan navigate through the various income streams available in retirement, including pension plans, government benefits like CPP and OAS, investment portfolios, annuities, and even rental income. They emphasize the importance of intentional decision-making, stressing the need for individuals to assess their expenses, mainta…
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The sandwich generation - where individuals find themselves caught between supporting aging parents and adult children. Several areas require careful balancing including financial planning, healthcare coordination, and legal and estate planning to navigate the challenges of caregiving effectively. Emphasizing open communication and setting clear bo…
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The filmmaking team of director David Leitch and producer Kelly McCormick are responsible for some of the biggest action movies of the last decade, from JOHN WICK to ATOMIC BLONDE to DEADPOOL 2 and now THE FALL GUY. David and Kelly also happen to be married. They join Josh to talk about their journey through filmmaking and why THE FALL GUY is such …
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Elisabeth Moss returns! The queen of peak TV is back with another stellar new show, THE VEIL, plus updates on the final season of THE HANDMAID'S TALE, and promising news on an INVISIBLE MAN sequel. SUPPORT OUR SPONSORS! StoryWorth -- Go to StoryWorth.com/HappySad to save 10% off your first purchase BetterHelp -- Visit ⁠BetterHelp.com/HSC ⁠today to …
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Here are the 8 common mistakes retirees and retirement savers make with their Tax-Free Savings Accounts (TFSA). We cover mistakes like over-contributing, misunderstanding withdrawal rules, day trading within the TFSA, and not naming a successor holder or beneficiary. We provide actionable advice to help you avoid these common pitfalls and help you …
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Zack Snyder talks about his REBEL MOON films, Batman & Superman controversies, casting stories, WATCHMEN, & more! SUPPORT OUR SPONSORS! StoryWorth -- Go to StoryWorth.com/HappySad to save 10% off your first purchase BetterHelp -- Visit ⁠BetterHelp.com/HSC ⁠today to get 10% off your first month UPCOMING LIVE EVENTS ⁠Cabaret (Eddie Redmayne and Gayle…
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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 understanding of how mortgages, lines of credit, car loans, and credit card debt can shape your retirement lifestyles and long-term financial goals. We emphasize the importance of integrating debt reduction st…
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For decades MERRILY WE ROLL ALONG was the Sondheim musical that never worked on Broadway. No longer! Here Josh chats with the amazing trio of actors who have turned this show into a beloved hit, Daniel Radcliffe, Jonathan Groff, and Lindsay Mendez. It's a conversation filled with a ton of laughter and a lot of tears (mostly from Jonathan). SUPPORT …
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Joe and Dr. Sally Chivers-Storey explore the dynamics of aging, retirement, and intergenerational collaboration. They delve into the complexities of navigating workplace tensions arising from different generational perspectives and caregiving responsibilities. Dr. Chivers emphasizes the importance of valuing the wisdom and experiences of older adul…
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Jonathan Nolan has been writing and producing some of the most spellbinding films and TV for the last quarter of a century, from MEMENTO and THE DARK KNIGHT to WESTWORLD and now FALLOUT. He joins Josh to chat about it all plus how he emerged from the long shadow of big brother Christopher to earn his own place as a storytelling powerhouse. SUPPORT …
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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 requirements. We advise you to get clear on your current financial standing and bridge any gaps well in advance. We look at the importance of creating a shared vision for retirement, understanding future income…
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Olivia Colman and Jessie Buckley let loose on this hilarious episode of the podcast talking everything from their filthy new movie, WICKED LITTLE LETTERS, to Marvel to that time Olivia nearly sent poo to a critic. SUPPORT OUR SPONSORS! ZocDoc -- Go to ⁠⁠Zocdoc.com/HappySad⁠⁠ and download the Zocdoc app for FREE BetterHelp -- Visit ⁠BetterHelp.com/H…
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This month Joe and Regan dive into how to educate grandchildren about money. They use real-life examples like grocery shopping and budgeting exercises. They look at how grandparents can make meaningful contributions, such as gifting money with a purpose, like for a car or post-secondary education while instilling lessons about financial responsibil…
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The creators of 3 BODY PROBLEM know something about scrutinized book to screen adaptations. David Benioff & D.B. Weiss (GAME OF THRONES) and Alexander Woo (TRUE BLOOD) join Josh to talk about their complex audacious new series, their sci-fi influences, their favorite character deaths and that GAME OF THRONES ending. SUPPORT OUR SPONSORS! ZocDoc -- …
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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 finding fulfillment and direction in life post-career. We look at the significance of social engagement, staying physically active, maintaining a growth mindset, and transitioning from a savings to a spend…
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It may seem like Sydney Sweeney just came out of nowhere in the last few years but she's been putting in the work for a long time. She talks about it all with Josh, from her humble beginnings in Spokane to SHARP OBJECTS to Emmy nominated turns in EUPHORIA and THE WHITE LOTUS and now with films she's helping create herself, ANYONE BUT YOU and IMMACU…
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In this podcast episode, hosts Joe Curry and Lindsay Wilson discuss common mistakes in retirement planning, cautioning against relying solely on advice from friends and family who may lack expertise in financial matters. They emphasize the importance of seeking professional guidance tailored to one's unique situation, highlighting scenarios such as…
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In this podcast, Dr. Daniel Crosby joins Joseph to discuss the impact of behavioral biases on retirement planning. They delve into overconfidence as a key bias, emphasizing its role in risk-taking behavior and decision-making. Dr. Crosby advises automating financial processes and seeking professional guidance to bridge the behavior gap. The convers…
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Mark Wahlberg's journey is a remarkable one and he's here to tell the tale, from music to movies, from BOOGIE NIGHTS to THE DEPARTED, from chaos to being a family man. He chats with Josh about it all here including his new film, ARTHUR THE KING. SUPPORT OUR SPONSORS! ZocDoc -- Go to ⁠⁠Zocdoc.com/HappySad⁠⁠ and download the Zocdoc app for FREE Facto…
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Michael Keaton knows a thing or two about directing -- after all he's been directed by the best, from Ron Howard to Tim Burton to Alejandro Gonzalez Inarritu. Now he's directing himself in KNOX GOES AWAY and chatting with Josh about all of it, including the long-awaited BEETLEJUICE sequel, his time in the SPIDER-MAN films, and whether he's done wit…
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After nearly 20 years of being a go to indie stalwart (with some blockbusters like THE DARK KNIGHT RISES thrown in for good measure), Juno Temple is certainly having a moment thanks to the 1-2 punch of TED LASSO and FARGO. Here she chats with Josh about all of it plus why she really just wants to be in a horror film! SUPPORT OUR SPONSORS! ZocDoc --…
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In this engaging podcast discussion, the speaker delves into the widespread shift towards subscription models, exploring how businesses and consumers alike benefit from this trend. The conversation underscores the convenience for consumers and improved cash flow management for companies, emphasizing the seamless experience subscriptions offer. Howe…
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Hosts Joseph and Regan examine how to handle inheritances. With the landscape of wealth transfer evolving rapidly, receiving an inheritance is not just a stroke of luck but a strategic element in financial planning. They caution against hasty decisions and stress the importance of taking the time to assess goals and intentions before embarking on a…
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He's at the top of the box office again with DUNE: PART 2 but back in 2017 Timothee Chalamet was just coming into his own. In this flashback episode of the podcast listen to Chalamet talk about his roots, his aspirations, and hopes for the future. It's a rare snapshot of one of the most important actors of our time. SUPPORT OUR SPONSORS! ZocDoc -- …
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