Joe and Dr. Sally Chivers-Storey explore the dynamics of aging, retirement, and intergenerational collaboration.

We discuss seven key actions to take in the five years leading up to retirement. We want you to outline your retirement goals and cash flow requirements. Get clear on your current financial standing and bridge any gaps well in advance.

Joe and Regan dive into how to educate grandchildren about money. They use real-life examples like grocery shopping and budgeting exercises. They look at how grandparents can make meaningful contributions, such as gifting money with a purpose, like for a car or post-secondary education while instilling lessons about financial responsibility.

We explore the top five non-money mistakes people make in retirement planning. Retirement isn’t just about financial readiness but also about finding fulfillment and direction in life post-work.

We discuss the 5 common money mistakes you might be making in retirement, including relying solely on advice from friends and family who may lack expertise in financial matters.

Dr. Daniel Crosby joins Joe to discuss the impact of behavioral biases on retirement planning. They delve into overconfidence as a key bias, emphasizing its role in risk-taking behavior and decision-making. Dr. Crosby advises automating financial processes and seeking professional guidance to bridge the behavior gap.

Joe and Robbie Kellman Baxter break down the widespread shift towards subscription models, exploring how businesses and consumers benefit from this trend. However, the subscription landscape is saturated, and the challenge of tracking and managing numerous subscriptions is real. We highlight that the average North American's significant increase in monthly spending on consumer subscriptions.

Joe and Regan examine how to handle inheritances. With the landscape of wealth transfer evolving rapidly, receiving an inheritance is not just a stroke of luck but a strategic element in financial planning.

What does it mean to be fair yet unequal in estate planning?

Discover actionable insights, from using life insurance to equalize asset distribution to fostering open communication to minimize family disputes. Join Joe and Lindsay’s conversation on navigating family dynamics and creating a personalized, transparent estate plan for a smooth and equitable transition into retirement.

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.