Joe speaks with Andrea McGinty, modern dating expert and founder of 33000Dates.com. Andrea shares actionable advice for retirees and singles over 50 who are navigating dating after divorce, widowhood, or major life transitions. From online dating tips to financial boundaries in new relationships, this episode offers empowering strategies to find love and companionship later in life.

In this powerful episode of Your Retirement Planning Simplified, Joe Curry sits down with Ashton Applewhite—TED speaker, ageism activist, and author of This Chair Rocks—to challenge the outdated stereotypes surrounding aging and retirement. Whether you're retired, nearing retirement, or just thinking about what aging well really means, this conversation is a must-listen.

Joe sits down with retirement coach and author Nancy Collamer to explore how retirees can find purpose, meaning, and fulfillment in their second act. They discuss practical steps for designing a purpose-driven retirement, overcoming fear of change, and discovering passions beyond the paycheque.

We discuss emergency funds, home equity lines of credit (HELOCs), tax-efficient RRSP and RRIF withdrawals, and the importance of flexible retirement income planning. Whether it’s a surprise expense or a major purchase, learn how to stay prepared and keep your retirement on track.

Having enough money is important, but retirement planning also involves another crucial, yet frequently disregarded, aspect: When the career chapter ends, what will your life look like?

Joe interviews Laura Lynn Morrissey, founder of Silver Savvy, to discuss proactive aging, retirement planning beyond finances, and how to prepare for aging at home. They cover essential topics like home safety modifications, building social connections after 60, and how to have important long-term care conversations with family. Learn practical strategies to age well, stay independent, and create a fulfilling retirement lifestyle.

Joe speaks with intentional living expert Jillian Johnsrud about redefining retirement through mini-retirements and value-driven living. They explore how to “test-drive” retirement, shift from a savings to spending mindset, and find joy and purpose in the next chapter of life. This conversation is packed with practical wisdom for retirees and pre-retirees looking to retire to something, not just from work.

In today's unpredictable world, preparing for unexpected health challenges or emergencies isn't just prudent—it's essential. One of the most critical legal documents that every adult should have is a Power of Attorney (POA). This comprehensive guide explains what a Power of Attorney is, why it matters, and how to set one up before you need it.

In this episode of Your Retirement Planning Simplified, Joe and Lindsay break down the 7 pillars of holistic retirement planning—covering not just financial strategies, but also health, housing, lifestyle, social connection, legacy, and emotional wellbeing. Learn how to build a retirement plan that helps you thrive, stay active, and live with purpose beyond just the numbers. This practical guide is ideal for Canadians approaching or already in retirement.

Joe welcomes Dr. Deborah Heiser, an applied developmental psychologist and expert on midlife, aging, and mentorship. They explore how retirees can reframe aging as an opportunity for growth, the importance of generativity, and how mentoring others can bring deeper fulfillment in retirement. This insightful conversation highlights practical ways to stay socially connected, physically active, and emotionally engaged in retirement.

Joe interviews aging expert Dr. Corinne Auman to explore how retirement and aging are evolving in today’s world. They discuss overcoming ageism, finding purpose after leaving the workforce, and planning for both financial and emotional aspects of retirement. You will gain insights on caregiving, age-inclusive workplaces, and strategies for aging well with intention.

Joe chats with guest Esther Avant, a health industry expert, who emphasizes the critical role of prioritizing health for a fulfilling retirement. Esther highlights actionable strategies to kickstart a healthy lifestyle, regardless of where someone stands in their health journey. The episode explores the misconceptions about aging and health, practical steps for incorporating physical activity and wellness routines, and the importance of nutrition and sleep. This conversation underscores how consistent, small efforts contribute significantly to long-term well-being.

Joe welcomes Amy Friesen, senior living expert. They highlight the challenges and solutions for aging individuals and their families. They examine various aspects of elder care, including planning for home modifications, navigating retirement homes, and understanding long-term care options. They emphasize the importance of planning, open family communication, and understanding the real costs involved in care options. Amy also provides insights into caregiver burnout and the importance of balancing life commitments with caregiving responsibilities

This guide provides essential information on why seniors are vulnerable to financial exploitation, common scam techniques, and practical fraud prevention strategies to keep your finances and personal information secure.

John Hankins, a financial therapist, joins host Joe Curry to explain the intersection of emotional well-being and financial planning. They explore how financial therapy can help individuals and couples navigate anxiety and issues related to money, particularly when transitioning to retirement. The conversation forms a bridge between understanding one's relationship with money and making informed, value-driven financial decisions in one's later years.

Joe sits down with Roger Whitney, the Retirement Answer Man, to discuss agile retirement planning, financial confidence, and redefining retirement beyond just money. Roger shares insights on why retirement is not a math problem, how to invest in your life and passions, and the importance of social engagement and community in retirement.

You'll learn how to optimize your withdrawal order, take advantage of tax credits for retirees, and avoid costly errors that could increase your tax bill. Whether you're approaching retirement or already retired, this episode will help you create a tax-efficient retirement income plan that keeps more money in your pocket.

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 optimizing your retirement tax strategy. They explain marginal vs. average tax rates, the impact of dividends and capital gains, and how to minimize OAS clawbacks. Tune in to learn how to reduce your lifetime tax bill and keep more of your savings working for you.