Braden Warwick (PhD, PWL Capital) and Joe look at business owner compensation. They examine the often-debated choice between salaries and dividends.

This week we answer a listener question about defined benefit pension plans: I know not a lot of people have defined benefit plans, but everyone keeps talking about needing $1M-$2M at retirement. How would a defined benefit pension get valued, and does the amount needed at retirement include government programs?

New York Times Author Dan Solin joins Joe to discuss common misconceptions, essential factors for retirement planning, and the evolving retirement landscape. Dan emphasizes the impact of emotions on investment decisions and provides valuable advice on asset allocation and dealing with market volatility

Joe and Regan know estate planning is daunting. But it’s essential to address it ahead of time, to ensure that all your wishes are laid out to eliminate potential conflict.

We give you valuable tips on evaluating your current financial standing, considering future scenarios, and understanding the nuances of trusts and specific gifts.

Fritz Gilbert, the award-winning author of the blog “The Retirement Manifesto” joins Joe to share his unconventional yet successful approach to retirement planning.

He emphasizes the importance of not fixating on the financial aspects of retirement but embracing the non-financial elements, such as relationships and purpose, that impact a smooth transition into retirement.

David Blanchett (PhD, CFA, CFP®), renowned financial expert, delves into the multifaceted world of retirement. From annuities, longevity risk, and alternative assets, you will gain valuable insights that challenge conventional wisdom.

Joe and Matt provide invaluable insights into the strategic considerations and pitfalls that entrepreneurs should be aware of, making it an essential listen for anyone navigating the complexities of selling or transitioning their business.

Joe welcomes back business expert David C Barnett to delve into the intricate process of selling a business for retirement.

Barnett's practical examples and emphasis on due diligence offer a roadmap for prospective sellers, highlighting the intricate details that can significantly impact the successful sale of a business.

It’s the new year and co-hosts Joseph Curry and Lindsay Wilson are kicking off 2024 with enthusiasm, celebrating the podcast's growth over the past year and reflecting on their mission to make retirement planning approachable for everyone.

Joe and Regan examine estate planning essentials. They emphasize the significance of having an up-to-date will and stress the importance of clear communication within families.

It’s our 2023 wrap-up of Retirement Planning Simplified featuring the best episodes and insights from 2023!

This episode is a great guide for both new and seasoned listeners, offering the best of Your Retirement Planning Simplified.

David Barnett joins Joe to share valuable insights on the common pitfalls business owners face when preparing to retire and sell their businesses.

Joe speaks with Kate Wilson, Associate Advisor at Matthews + Associates, about an essential topic of estate planning: preplanning and prepaying for your funeral.

Joe welcomes Gary Poier, retirement life coach and trainer to discuss retirement planning from a unique perspective that goes beyond the financial. Author of "Make Retiring Easy," Gary emphasizes the importance of uncovering the potential in retirement.

Joe and Regan look at managing anxiety around market volatility, particularly for individuals nearing or already in retirement.

We look at what people talk about when they talk about risk. We explore the different facets of risk associated with stock market investments. Joe breaks down the nuances of systematic and unsystematic risks, unraveling the uncertainty that often accompanies market fluctuations. With insights into diversification strategies and the importance of understanding various risk types, we equip listeners with the knowledge to navigate retirement planning with confidence.

Joe welcomes Nick Mombourquette (CFP) from NewGround Financial Inc. With NewGround Financial Inc., Nick guides entrepreneurs and for-impact leaders.

Discover the keys to financial freedom as Joe and Nick delve into the intricacies of retirement planning, employee benefits, and business growth. With a focus on staying organized, having a solid process, and planning ahead, they provide actionable insights and a roadmap to navigate the challenges of business ownership.

We explore critical aspects of preparing for retirement, urging you to look beyond just financial readiness. From overspending early in retirement to underestimating life expectancy, we examine various retirement risks, emphasizing the need for a comprehensive approach that includes staying socially engaged, continuous learning, and nurturing emotional and psychological well-being.

With actionable insights whether you're approaching retirement or helping a loved one in their retirement journey, this podcast offers a wealth of wisdom and practical tips to ensure a retirement filled with purpose, financial stability, and a vibrant social life.

In this engaging podcast episode, the hosts dive deep into the critical retirement risks that many individuals overlook in their retirement planning. This two-part episode provides valuable insights into the pitfalls and challenges that retirees often face when approaching retirement. From underestimating retirement expenses to the perils of retiring too early, the hosts offer practical advice and solutions to help listeners navigate their retirement journey successfully.

In this episode of Fireside Financial, CFPs Joe Curry and Regan Schiller delve Home Equity Lines of Credit (HELOC) versus reverse mortgages. They provide valuable insights into how these financial tools can be used strategically during retirement planning.