Simplify your retirement journey.

Hi, I’m Joe

My real start in financial planning began when I was 15. At the height of the dot.com crash my father, also in the industry, came home from work. He’d just spoken to a client in her mid-70s. She called to let him know that the great advice he’d given her was allowing her to sleep at night. At an early age, I recognized the impact of strong, clear advice.

I’m the co-host of Canada’s fastest-growing retirement planning podcast “Your Retirement Planning Simplified” where we offer accessible in-depth retirement planning information. I want to get good financial information to as many people as possible, so they to can sleep soundly at night. But we are also focused on the non-financial aspects of retirement in hopes we can inspire people to have enough purpose to get up in the morning.

I’m also the owner and president of Matthews + Associates. We’re a leading retirement-focused financial planning company in Peterborough, Ontario, Canada. I’m a Certified Financial Planner and a member of the Financial Planning Association of Canada.

I’ve been featured on other top-level financial planning podcasts including “Everyone’s Talkin’ Money” with Shannah Compton Game, “Your Canadian Retirement Specialist” with Regan Schiller, “What Works Wednesday” with Matt Jarvis, and “Executor Help” with David Edey.

I’ve always believed that true wealth is more than just financial freedom. It’s doing the things you love with the people you love and creating future opportunities for the next generation. I keep active by playing hockey and golf and I enjoy traveling. However, I’m most passionate about spending time with my wife Ashley, and our two young sons, Louis and Harry.