Good Portfolio Management Won't Make Up for Bad Financial Planning | EP 117

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.
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In this episode of Retirement Planning Simplified, hosts Joe Curry and Lindsay Wilson discuss why good portfolio management cannot make up for poor financial planning. Drawing inspiration from the FP Canada Financial Planning Conference, they tackle common misconceptions about financial planning and highlight essential areas to focus on.

📌 Episode Chapters

00:00 Introduction and Greetings
00:41 The Importance of Financial Planning
01:27 Investment Management vs. Financial Planning
02:15 Challenges of Beating the Market
06:21 Effective Planning Strategies
08:36 Action Items for Listeners
09:14 Conclusion and Resources

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ABOUT JOE CURRY
Joseph Curry, also known as Joe, is the co-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, he is 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.

You can reach out to Joe through:

LinkedIn:   / curryjoe  
Website: https://www.retirementplanningsimplif...
  / retirementplanningsimplified  
Matthews + Associates Website



ABOUT LINDSAY WILSON
Lindsay Wilson is the Client Care Coordinator at Retirement Planning Simplified and also the co-host of Your Retirement Planning Simplified, Canada’s fastest-growing retirement planning podcast, where she and Joe Curry provide accessible, in-depth financial advice to retirees.

You can reach out to Lindsay through:

LinkedIn:   / lindsay-wilson-39137b1b6  
Email: [email protected]


ABOUT RETIREMENT PLANNING SIMPLIFIED
Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure.

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

LinkedIn:   / retirement-planning-simplified  
Instagram: instagram.com/retirement_planning_simplified
Podcast/Blog: retirementplanningsimplified.ca/blog
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