2024’s Top Retirement Tips Mistakes, Strategies, and Expert Insights | EP 121

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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Join us for our annual tradition of reflecting on the year's top episodes! 🎉 In this 2024 year-end roundup, we revisit the most popular discussions and insights shared on the podcast. If you’re new here or missed some episodes, this is the perfect way to catch up on the highlights and find topics that resonate with you.

Featured Episodes:
1. Top 5 Non-Money Mistakes in Retirement
Why retirement is a new beginning, not an end.
The importance of a growth mindset and staying socially engaged for a fulfilling, healthy retirement.

2. 5 Common Money Mistakes in Retirement
Explore the key financial pitfalls to avoid and how to build a comprehensive retirement plan.

3. 8 TFSA Mistakes That Can Wreck Your Retirement
Unlock your TFSA’s potential by understanding its investment opportunities and rules for tax-free growth.

4. Top Strategies to Reduce Taxes in Retirement
Learn how strategies like pension splitting and optimized RIF withdrawals can help reduce your tax burden and achieve your financial goals.
These episodes are packed with actionable tips and valuable insights to guide you toward a confident and successful retirement.

Here’s what you’re in for:
00:00 Trailer / Introduction
01:06 Year-End Review and Top Episodes
01:32 Top Non-Money Mistakes in Retirement
02:51 Common Money Mistakes in Retirement
04:18 TFSA Mistakes to Avoid
06:36 Tax Reduction Strategies in Retirement
08:54 Pre-Retirement Actions
10:41 Calculating Your Retirement Number
11:40 Top Guests of the Year
17:29 Final Thoughts and Takeaways

Resources:

Teaching engagement at Trent University in January
• Retire with Confidence: Your Roadmap to Financial Freedom (Part 1)
• Retirement Ready: Building Wealth and Life After Work (Part 2)

Retirement Workshop in March
• Retirement Planning Decoded: All the Essentials in One Course

Dive deeper! Check out the full episodes on our channel or your favorite podcast platform. Don’t forget to subscribe and share with friends or family planning for retirement!
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ABOUT JOE CURRY
Joseph "Joe" Curry is the co-host of Canada's fastest-growing retirement planning podcast, Your Retirement Planning Simplified. As a Certified Financial Planner and lead advisor at Matthews + Associates in Peterborough, he helps clients achieve financial stability and purpose in retirement. Joe believes true wealth extends beyond money, focusing on creating meaningful experiences and future opportunities.

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
Retirement Planning Simplified Website
Retirement Planning Simplified Youtube