Ep #1: Welcome to Your Retirement Planning Simplified

Welcome to Your Retirement Planning Simplified, the podcast dedicated to answering your top retirement planning questions and helping you achieve financial independence. I’m your host, Joseph Curry, Certified Financial Planner (CFP), and I’m here to guide you through the complexities of retirement strategies, investment planning, and wealth management to ensure a secure and fulfilling retirement.

In this first episode, I’ll introduce myself and explain how this podcast can help you create a personalized retirement plan that aligns with your goals. You’ll learn what to expect from future episodes of Your Retirement Planning Simplified, including expert interviews, actionable tips, and step-by-step guides on navigating the financial planning process. I’ll also share the mission behind my firm and what inspired me to enter the world of retirement planning and financial advisory services.

You're in the right place if you’re looking for clear, straightforward advice on saving for retirement, maximizing your investments, or managing your retirement income. Together, we’ll simplify the journey to financial freedom and help you build a retirement plan that works for you.

So, let’s get started on simplifying your path to financial independence!

What You'll Learn In Today's Episode:

  • What you can expect when tuning in to this podcast.

  • Who this podcast aims to help.

  • Why Joe decided to start this podcast.

  • Why you shouldn’t feel embarrassed to ask for financial advice.

  • How Joe got into the financial services industry.

  • How to ensure your money is growing over time.

  • The best way to make sure you don't outlive your money.

Ideas Worth Sharing:

“There is a reason that [the financial services industry] exists. It’s because most people want to focus on other things that bring more meaning to them than just money.” - Joe Curry

“This podcast is going to be a place for you to educate yourself and get important information about creating your own financial freedom with no pressure to buy or fear of being judged.” - Joe Curry

“If you’re going to make enough money to be staying ahead of inflation, maintain your lifestyle, and—most importantly—not outliving your money, you do need to be getting some growth.” - Joe Curry

Investing in Retirement

If you like Your Retirement Planning Simplified

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Whenever you’re ready… here are 2 ways I can help you with your Retirement Planning:

  1. Are you ready to retire? Use my FREE Retirement Readiness Calculator to run your numbers to see if you’re truly ready to retire.

  2. Book your Intro Call with me to see if my expertise matches your situation. If I’m not the right fit for you, I will happily point you in the right direction to get the advice you need.

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Ep # 2 - The Taxation of Retirement Income