In this episode of Your Retirement Planning Simplified, Joe Curry explains the real value of a one-time retirement plan and why retirement planning should never be viewed as a one-and-done exercise. Learn how retirement income planning, tax-efficient withdrawal strategies, CPP and OAS decisions, and ongoing financial guidance work together to help Canadians adapt to life's inevitable changes.

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About Joe Curry

Joe Curry is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice.

As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement.

His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.

About Retirement Planning Simplified

Founded in 2022, it is our mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. YRPS wants everyone to have access to simple, reliable tools that reflect their values and priorities. This ultimately helps create True Wealth, defined by the freedom to do what you love with those you love. By simplifying retirement planning and aligning it with the retiree's purpose, YRPS aims to support building a retirement that feels fulfilling and secure.

To know more about RPS you can visit the links below:

● LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/

● Instagram: https://www.instagram.com/retirement_planning_simplified

● Youtube: https://www.youtube.com/@retirementplanningsimplified

Disclaimer

Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.