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Joe Curry
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Business & Exit Planning Simplified
Ep 23: What 4,400 Business Sales Reveal About a Successful Exit, with Gregory Kovsky
In this episode, Joe Curry sits down with veteran business broker Gregory Kovsky to unpack what really drives business value and successful exits. They explore business valuation, deal structure, due diligence, and how to prepare your company for sale without stress. If you’re thinking about selling your business as part of your retirement income planning, this conversation is essential listening.ResourcesIBA Business BrokersIBA Blog ABOUT JOE CURRY Joe Curry is the host of Business and Exit Planning Simplified Podcast, and the Your Retirement Planning Si...
2026-03-17
35 min
Your Retirement Planning Simplified
EP # 184 | Five things to do with RRIF minimums you don't need
Many Canadian retirees are surprised when their RRIF minimum withdrawals create more income than they actually need. In this episode, Joe Curry shares five smart strategies for using excess RRIF withdrawals — from boosting tax-free savings with TFSAs to helping family, funding lifestyle upgrades, and supporting charitable causes in a tax-efficient retirement plan. Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights! Ready to take the next step? Identify your retirement income style with th...
2026-03-12
12 min
Your Retirement Planning Simplified
EP # 183 | 7 Expensive Mistakes Affluent Retirees Make in Their 60s
In this episode of Your Retirement Planning Simplified, Joe Curry outlines seven expensive retirement planning mistakes affluent Canadians make in their 60s. From CPP and OAS timing to RRSP and RRIF withdrawal strategies, tax-efficient investing, and purposeful spending, this conversation will help you protect your retirement income plan and avoid costly missteps. Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights! Ready to take the next step? Identify your retirement income style with...
2026-03-05
26 min
Business & Exit Planning Simplified
Ep 22: Stop Leaving Money on the Table: How to Sell Your Business the Right Way, with Ted Jenkin
In this episode of Business & Exit Planning Simplified, Joe Curry sits down with serial entrepreneur Ted Jenkin to unpack what really drives business value and why most owners shouldn’t try to sell alone. They discuss exit planning strategy, valuation multiples, recurring revenue, and how to prepare years in advance to avoid costly mistakes. If your retirement income plan depends on selling your business, this conversation is essential listening.ResourcesTed Jenkin Exit Stage Left AdvisorsTwo-Year Exit Planning Checklist (available via Exit Stage Left Advisors)ABOUT JOE CURRY Joe Cu...
2026-03-03
26 min
Your Retirement Planning Simplified
EP # 182 | All Your Money With One Advisor? CDIC, CIPF & 'Eggs in One Basket' Explained for Canadian Retirees
Is it risky to hold all your investments with one wealth management company? In this episode of Your Retirement Planning Simplified, Joe Curry explains how CDIC and CIPF protection work in Canada — and whether "advisor diversification" actually reduces risk. If you're focused on retirement income planning, tax-efficient investing, and protecting your legacy - this episode will bring clarity. Resources Canadian Deposit Insurance Corporation (CDIC) Canadian Investor Protection Fund (CIPF) Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca...
2026-02-26
15 min
Your Retirement Planning Simplified
EP # 181 | The Last Legal Tax Shelters in Canada (And How They Actually Work), with Mark Halpern
In this episode of Your Retirement Planning Simplified, Joe Curry sits down with estate planning expert Mark Halpern to discuss tax-efficient investing, charitable giving strategies, and how Canadians can reduce estate tax while building a meaningful legacy. If you're approaching retirement and want to protect your wealth, optimize your RRSP and RRIF withdrawal strategies, and explore philanthropy in Canada, this conversation is packed with practical insight. Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more...
2026-02-19
37 min
Business & Exit Planning Simplified
Ep 21: Five Years to Go: What to Fix Now So You Don’t Regret Your Exit Later
If you’re a Canadian service-based business owner within five years of stepping back, this episode walks you through a practical exit and retirement income planning framework. Joe Curry explains how to align your business value, tax strategy, and personal retirement plan so you can become work optional — without regrets or last-minute pressure.ABOUT JOE CURRY Joe Curry is the host of Business and Exit Planning Simplified Podcast, and the Your Retirement Planning Simplified Podcast and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Plan...
2026-02-17
18 min
Your Retirement Planning Simplified
EP # 180 | What Most People Get Wrong About When to Take CPP
When it comes to CPP and OAS timing, most Canadians ask the wrong question: "What if I die early?" In this episode, Joe Curry reframes CPP as longevity insurance - a core part of retirement income planning designed to protect you from the real financial risk: living longer than expected and running out of money. Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights! Ready to take the next step? Identify...
2026-02-12
12 min
Your Retirement Planning Simplified
EP # 179 | How to Stress Test Your Retirement Plan in 2026 (Before It Breaks)
Most retirement plans look fine - until inflation, markets, taxes, and 'real life' hit. In this episode of Your Retirement Planning Simplified, Joe Curry explains how to stress test your retirement plan in 2026, why Monte Carlo projections can create false confidence, and how guardrails help you make calmer, tax-smart retirement income decisions when markets get volatile. Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights! Ready to take the next step...
2026-02-05
17 min
Curry Coast Community Radio
Curry Café: The Grateful Geezers
In this episode of Curry Café, hosts Ray Gary and Rick McNamer talk with veteran musicians Bobby Joe Holman and Buddy Wright about their careers, musical influences, and the Brookings music scene. They discuss their upcoming radio show on KCIW, The Grateful Geezers Stories, from the Road, and share some colorful anecdotes about their time performing on the road, as well as their plan to elevate Brookings and Curry County.. NOTE: The music sections of this show have been omitted from the podcast due to music licensing restrictions. We encourage anyone with differing views to p...
2026-02-04
46 min
Business & Exit Planning Simplified
Ep 20: Why Most Business Owners Overestimate Their Exit. How to Avoid a Costly Wake-Up Call
Many business owners assume their business sale will fund retirement—but most overestimate what their business is actually worth. In this episode of Business and Exit Planning Simplified, Joe Curry explains why 80% of businesses never sell, the real drivers of business value, and how exit planning must be integrated with retirement income planning to avoid costly surprises.ABOUT JOE CURRY Joe Curry is the host of Business and Exit Planning Simplified Podcast, and the Your Retirement Planning Simplified Podcast and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Pl...
2026-02-03
13 min
Your Retirement Planning Simplified
EP # 178 | The Hidden Risk of Playing It Too Safe in Retirement
Many retirees believe playing it safe means avoiding market risk—but that fear-driven approach can quietly limit your lifestyle in retirement. In this episode, Joe Curry explains why inflation and longevity are often bigger threats than volatility, and how guaranteed income, smart spending clarity, and the RISA framework can help you retire with confidence. Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights!
2026-01-29
25 min
The Perfect RIA
The Power of Niche With Joe Curry
In this episode of the TPR podcast, Matthew Jarvis interviews Joe Curry, a financial advisor specializing in retirement planning. Joseph shares his journey of growth, the importance of niche marketing, and the commitment to consistent content creation through his podcast. He discusses the challenges of transitioning clients, implementing efficient systems, and learning from mistakes. Joe emphasizes the significance of having a clear focus and the impact of accountability in achieving success in the financial advisory space. The Power of Niche With Joe Curry Resources in today's episode: - Matt Jarvis: Website | LinkedIn...
2026-01-22
24 min
Your Retirement Planning Simplified
EP # 177 | The Real Struggle: Spending in Retirement
Many high-net-worth Canadians discover that spending money in retirement is harder than saving it. In this episode, Joe Curry explores the psychology behind underspending, the risks of overspending, and how a personalized retirement income plan can give you the confidence - and permission - to enjoy the life you worked so hard to afford. Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights! Ready...
2026-01-22
13 min
Business & Exit Planning Simplified
Ep 19: The Five Ds: Why Most Business Owners Exit Before They’re Ready
Most business owners don’t plan to exit suddenly — but life often has other plans. In this episode, Joe Curry breaks down the Five Ds of exit planning and explains how divorce, disagreement, disability, distress, and death can force unplanned exits if you’re not prepared.RESOURCESExit Planning Institute Blog: How to Protect Your Business from the 5 D’s – you can find the link to download the 5 D’s infographic at the bottom of this blog postExit Planning Basics for Business Ownershttps://retirementplanningsimplified.ca/blogExplore Joe’s Previo...
2026-01-20
08 min
Your Retirement Planning Simplified
EP # 176 | Mailbag Edition: Answering Your Top 5 Retirement Questions
In this mailbag edition, Joe Curry answers five of the most common retirement planning questions Canadians ask—covering retirement income planning, target asset allocation, RRSP-to-RRIF withdrawal strategies, and tax-efficient investing. You'll learn how to estimate what you actually need in retirement, avoid rules-of-thumb mistakes, and make smarter choices about withdrawals, taxes, and where your investments are held. Resources To request a link to fill out the Retirement Income Style Assessment (RISA), or to submit your own questions (perhaps they will end up in our next mailbag episode!), email us at info@retirementplanningsimplified.ca ...
2026-01-15
25 min
Unstructured Unlocked by Indico Data
Joe Curry of Apollo 1971 on applying data science and AI inside insurance operations
This high-performing replay from Unstructured Unlocked features Joe Curry, Head of Data Science at Apollo 1971, and remains highly relevant for insurance teams navigating AI today.In this conversation, Michelle Gouveia and Chris Wells sat down with Joe to unpack how data science is actually being applied inside insurance operations today. They explore where AI delivers real value, where it creates risk, and how regulatory expectations shape what insurers can put into production. The episode also explores emerging challenges like ensuring advanced mobility and why explainable, auditable data science matters more than ever.
2026-01-14
51 min
Your Retirement Planning Simplified
EP # 175 | If Your Retirement Plan Feels Boring, You're Probably Doing It Right
If your retirement plan feels boring, that might actually mean it's working. In this episode, Joe Curry explains why disciplined, boring retirement planning leads to better long-term outcomes — and how chasing excitement, headlines, or FOMO can quietly derail your retirement income strategy. Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights! Ready to take the next step? Identify your retirement in...
2026-01-08
08 min
Business & Exit Planning Simplified
Ep 18: The Three Legs of Exit Planning: Business, Personal, and Financial
A successful business exit takes more than a great sale price. In this episode, Joe Curry explains the three critical legs of exit planning—business readiness, personal readiness, and financial readiness—and why overlooking any one of them can derail your retirement. Learn how to exit your business with confidence, clarity, and purpose.ResourcesTrue Wealth Roadmap™ Process – Aligning business exit proceeds with retirement income and legacy goalsRetirement Planning Simplified Podcast Blog – Related insights from Joe’s retirement focused podcastExplore Joe’s Previous Business & Exit Planning Simplified Podcast Episodes on the 8 Key D...
2026-01-06
08 min
Your Retirement Planning Simplified
EP # 174 | Your Retirement, Your Terms – Make 2026 the Year You Take Intentional Action
Knowledge alone won't get you through retirement — action will. In this New Year's episode, Joe Curry explains why clarity, testing assumptions, and taking intentional steps matter more than consuming endless retirement content, and how you can turn 2026 into a year of momentum and confidence. Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights! Ready to take the next step? Identify yo...
2026-01-01
11 min
Your Retirement Planning Simplified
EP # 173 | The 5 Retirement Lessons You Loved Most in 2025
In this special year-end episode of Your Retirement Planning Simplified, Joe Curry breaks down the five biggest retirement lessons listeners cared about most in 2025. From tax-efficient retirement income planning to mindset, health, and purpose after work, this episode highlights what truly matters for a confident Canadian retirement. Resources Retirement Planning Simplified Blog Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning...
2025-12-25
14 min
Business & Exit Planning Simplified
Ep 17: Why Owner Independence Is the Key to a Sellable Business | Hub & Spoke Explained
In this final episode of the Eight Drivers of Business Value series, Joe Curry explains why the hub and spoke model is one of the biggest threats to business value and exit success. Learn how reducing owner dependence can increase valuation, reduce buyer risk, and create a business that’s easier — and more enjoyable — to run.ResourcesTraction by Gino WickmanEight Drivers of Business Value eBook - available by request via info@retirementplanningsimplified.caExplore Joe’s Previous Business & Exit Planning Simplified Podcast Episodes on the 8 Key Drivers of Business ValueEp 10: How Clean Financials Boost Business Value and Impr...
2025-12-23
12 min
Your Retirement Planning Simplified
EP # 172 | 10 Common Wealth Traps Smart Canadian Retirees Avoid
In this episode of Your Retirement Planning Simplified, Joe Curry breaks down the 10 assets successful Canadian retirees almost never buy - and why avoiding these common wealth traps can dramatically improve retirement income and peace of mind. You'll learn how high fees, complexity, lifestyle liabilities, and poor planning quietly erode retirement wealth, and what disciplined retirees do instead. Resources 10 Assets Canadian Retirees Never Buy - And Poor Ones Always Do - Original Youtube Video for Your Retirement Planning Simplified The Rational Reminder Podcast, hosted by Benjamin Felix and Dan Bortolotti
2025-12-18
18 min
The Inspired Choice - Leadership Strategies & Inspiring Stories
Retirement Planning Essentials: Joe Curry on Avoiding Mistakes and Embracing Mentorship
Caroline Biesalski introduces Joe Curry, providing insights into his background and expertise. The conversation delves into common financial mistakes and the essentials of retirement planning. Joe emphasizes the importance of having coaches and mentors in navigating retirement. The episode also explores Joe's online presence and his goals. As they wrap up, Joe shares valuable takeaways on aligning values with retirement planning. Caroline concludes with closing remarks and presents a special offer to the audience. (0:00) Introduction and Guest Background (2:03) Financial Mistakes and Retirement Planning Essentials (7:33) The Value of Coaches and Mentors in Retirement Planning (10:45) Joe Curry's Online Presence and Goals (12:43) Final...
2025-12-13
14 min
Your Retirement Planning Simplified
EP # 171 | What I Learned From 100 Early Retirees in Canada
Learn what more than 100 successful Canadian early retirees did differently to make life after work sustainable. Joe Curry breaks down the income systems, bridge strategies, CPP and OAS timing, and flexible RRSP/RRIF withdrawal strategies that turn a portfolio into a reliable retirement paycheck—especially if you're thinking about retiring before 60. Resources Original YouTube video: I Analyzed 100 Early Retirees in Canada - Here's What Worked — on the Retirement Planning Simplified YouTube channel Ep #134 – Smart Tax Strategies for More Efficient Retirement Planning Covers withdrawal order, OAS clawback, and tax-efficient retirement income in more depth. Ep #123 – Maximize...
2025-12-11
22 min
Business & Exit Planning Simplified
Ep 16: How to Boost Business Value Through Client Loyalty and Feedback
Customer satisfaction isn’t just good business — it’s a core driver of company value when you eventually exit. In this episode, Joe Curry breaks down how loyal, engaged clients make your business more transferable, why buyers rely on data (not assumptions), and what simple systems you can put in place today to increase your valuation.Resources· Learn more about The Value Builder System and its eight key drivers of company value· Explore Joe’s Previous Business & Exit Planning Simplified Podcast Episodes on the 8 Key Drivers of Business ValueEp 10: How Clean Financials Boo...
2025-12-09
13 min
Your Retirement Planning Simplified
EP # 170 | What Should You Withdraw First: RRSP, CPP, or TFSA?
In this episode of Your Retirement Planning Simplified, you will gain insight into the optimal withdrawal order for Canadian retirement accounts — RRSP first, CPP/OAS later, TFSA last. This sequencing can save you tens of thousands in taxes. Joe explains how strategic timing creates more flexible, tax-efficient income and a more secure retirement plan. Resources YRPS Blog: What Should You Withdraw First: RRSP, CPP, or TFSA? https://retirementplanningsimplified.ca/blog Original Youtube Episode: RRSP vs CPP vs TFSA: What Should You Withdraw First Matthews + Associates: Retirement Planning Process
2025-12-04
21 min
Your Retirement Planning Simplified
EP # 169 | Beneficiaries, Successors & Your Retirement Accounts: How to Get It Right Before You Retire
Naming beneficiaries and successors might seem simple, but one wrong designation can lead to tax headaches, probate delays, or unfair outcomes for your heirs. In this episode, Joe Curry explains how to properly name beneficiaries across your RRSPs, RRIFs, TFSAs, and non-registered accounts — and how to avoid common estate planning pitfalls that could cost your family thousands. Key Takeaways Beneficiary vs. Successor — know the difference. A beneficiary receives the account value after death, while a successor (available only to spouses) continues the account tax-free and without interruption. RRSPs and RRIFs carry hidd...
2025-11-27
16 min
Business & Exit Planning Simplified
Ep 15: Monopoly Control: How to Carve Out a Niche So Strong You Can Set the Price
In this episode, Joe Curry breaks down how business owners can achieve monopoly control—not by eliminating competition, but by becoming the only obvious choice for their ideal clients. Learn how narrowing your focus, deepening your expertise, and creating an integrated client experience can help you command premium pricing, improve margins, and grow your company’s value before exit.Key TakeawaysMonopoly control isn’t about having no competition — it’s about being the only logical choice for your target clients because of your unique positioning and value.Specialization creates pricing power. When you go dee...
2025-11-25
07 min
Your Retirement Planning Simplified
EP # 168 | Plugging the Leaks: How to Free Up Hidden Cashflow Before Retirement
Even in retirement, small expenses can quietly drain your income — until you take a closer look. In this episode, Joe Curry shares how a simple personal cashflow audit saved him over $2,000 a year and outlines practical steps retirees can use to find — and fix — their own hidden money leaks. Perfect for Canadians focused on tax-efficient retirement income planning and smarter spending. Key Takeaways Small leaks sink big ships — even in retirement. Performing a personal cashflow audit can uncover significant amounts in annual savings. Subscriptions add up fast. Many retirees pay for apps, st...
2025-11-20
12 min
Your Retirement Planning Simplified
EP # 167 | Retirement Planning Simplified — Why Simplicity is the Ultimate Strategy
Even high-net-worth retirees can fall into the trap of financial complexity, with multiple accounts, different advisors, and no clear strategy. In this episode, Joe Curry explains why simplifying your financial life can create more control, smarter tax planning, and greater peace of mind. Learn how coordination, clarity, and a single cohesive plan can strengthen your retirement income strategy. Key Takeaways Complexity creates confusion and missed opportunities. When investments are scattered across institutions, it's hard to see the big picture — leading to inefficiency and inaction. Diversification isn't about having money with many ad...
2025-11-13
13 min
Business & Exit Planning Simplified
Ep 14: The Power of Predictability: Why Recurring Revenue Drives Higher Business Valuation
Most business owners focus on top-line sales — but buyers care about predictability. In this episode of Business & Exit Planning Simplified, Joe Curry breaks down why recurring revenue is one of the eight key drivers of a valuable business and how even service-based companies can create stable, dependable income streams that boost both business value and peace of mind.Key TakeawaysPredictable income increases business value. Buyers pay more for businesses with stable, recurring cash flow because it reduces risk and signals reliability. Recurring revenue isn’t just for tech companies. Fr...
2025-11-11
07 min
Your Retirement Planning Simplified
EP # 166 | Cybersecurity for Retirees: Protecting Your Digital Wealth
In this episode of Your Retirement Planning Simplified, Joe Curry unpacks essential cybersecurity lessons for retirees, based on insights from expert Darren Mar, Director of Client Solutions at NPC Dataguard, who recently led an informative cybersecurity webinar for clients of Joe's firm, Matthews + Associates. Learn how to protect your retirement savings, personal data, and peace of mind from online threats with simple, practical steps that safeguard your digital and financial life. Key Takeaways Cybersecurity is part of retirement security. Your wealth, identity, and digital assets are all connected — protecting them is as important as...
2025-11-06
18 min
Your Retirement Planning Simplified
EP # 165 | Why You Might Want to Take CPP at 60 (Even If the Math Says Otherwise)
When it comes to CPP timing, the math often says "wait until 70" - but life isn't lived in a spreadsheet. In this episode, Joe Curry explores why taking your Canada Pension Plan early—sometimes even at 60—can be a smart, meaningful choice for your lifestyle, legacy, and peace of mind. Key Takeaways from this Podcast CPP timing isn't just about math — it's about meaning. The "optimal" financial choice may not be the one that helps you live your best retirement. Taking CPP early can increase flexibility. Early benefits can fund experiences, family gifts, or charitable giving when y...
2025-10-30
14 min
Business & Exit Planning Simplified
Ep 13: The Valuation Teeter Totter: How Working Capital Impacts What Your Business Is Worth
In this episode of Business & Exit Planning Simplified, Joe Curry breaks down the “valuation teeter-totter” — a simple but powerful concept showing how your business’s cash requirements directly impact its value. Learn three practical strategies to free up working capital, improve cash flow, and make your company more attractive to buyers when planning your business exit.KEY TAKEAWAYSUnderstand the Valuation Teeter-Totter: The more cash your business needs to operate day to day, the less it’s worth to potential buyers — and vice versa.Accelerate Receivables: Get paid faster for the value you deliver. Int...
2025-10-28
09 min
Your Retirement Planning Simplified
EP # 164 | How to Evaluate Investment Performance in Retirement
Wondering if your retirement portfolio is really performing well? In this episode of Your Retirement Planning Simplified, Joe Curry explains why comparing your portfolio to indexes like the TSX or S&P 500 can be misleading. Learn how to evaluate investment performance based on your personal goals, asset mix, and income needs — not on market headlines. Key Takeaways from this Episode Stop Comparing to the TSX. Your retirement portfolio is designed for stability and income, not for competing with stock indexes built for accumulation. Diversification Is the Real Benchmark. A well-structured retirement po...
2025-10-23
19 min
Your Retirement Planning Simplified
EP # 163 | The 5.5 Guaranteed Retirement Income Sources Every Canadian Should Understand
In this episode of Your Retirement Planning Simplified, Joe breaks down the five and a half guaranteed retirement income sources every Canadian should understand—from CPP and OAS to pensions and annuities. Learn how to build a dependable retirement income floor so you can retire with confidence and weather any market conditions. Key Takeaways from this Episode Defined Benefit Pensions – A disappearing but powerful guaranteed income source, backed by employers or plan sponsors. Know your plan's funding health and inflation protection. Canada Pension Plan (CPP) – One of the most reliable lifetime income stream...
2025-10-16
13 min
Business & Exit Planning Simplified
EP 12: Reducing Dependency Risk to Maximize Business Value and Attract Buyers
What happens to your business if your top customer walks away, your main supplier raises prices, or your key employee quits? In this episode, Joseph Curry explains how dependency risk — relying too much on one customer, supplier, or person — can quietly destroy your business value and limit your ability to sell. You’ll learn about the Switzerland Structure, one of the 8 Drivers of Company Value, and how building neutrality and independence into your business can make it more resilient, transferable, and attractive to buyers. This video is part of our ongoing series on the 8 Drivers of Com...
2025-10-14
07 min
Your Retirement Planning Simplified
EP # 162 | Understanding RRIF Withdrawal Rules and Building a Tax-Smart Retirement Plan
Most retirees view mandatory RIF withdrawals as a tax trap—but what if they're actually a strategic advantage? In this episode, Joe Curry explains how smart RIF planning can reduce lifetime taxes, protect OAS and government benefits, and even help grow wealth. Learn how to use income smoothing, tax brackets, and the three-bucket strategy to master retirement income planning. Key Takeaways · RIF withdrawals aren't a punishment—they're part of a tax-deferred system designed for the decumulation phase of retirement. · Starting RRSP withdrawals early can smooth out income and pr...
2025-10-09
14 min
Your Retirement Planning Simplified
EP # 161 | Redefining Retirement for High Achievers: Identity, Purpose, and Structure After Work
What if the hardest part of retirement isn't money, markets, or even health but your identity? In this episode of Retirement Planning Simplified, Joe Curry talks with Elizabeth Zelinka Parsons, retirement transition expert and author of Encore: A High Achiever's Guide to Thriving in Retirement. Elizabeth shares her own story of leaving a demanding law career, struggling with a loss of purpose, and rebuilding her identity in a way that now helps others do the same. Together, Joe and Elizabeth talk about why retirement is more than a finish line, it's a reinvention. C...
2025-10-02
30 min
Business & Exit Planning Simplified
EP 11: Boosting Your Company’s Valuation: Strategies for Highlighting Growth Potential
Do buyers pay more for past profits…or future growth?In this episode, Joe explains the second driver of company value which is growth potential. Many business owners think they just need good profits to sell, but buyers want to know how much bigger the business can get after they buy it.You’ll learn why showing growth opportunities like new markets, recurring revenue, or systematizing your process can boost your valuation. Joe also shares a simple example and practical strategies to highlight future growth, even if you don’t plan to execute them yourself.Y...
2025-09-30
10 min
Business & Exit Planning Simplified
EP 11: Retirement and Sudden Death: Psychological and Physical Risks to Know
What happens when someone finally retires only to pass away months later?In this episode of Retirement Planning Simplified, Joe talks about the surprising connection between retirement, health, and longevity. This isn’t doom and gloom, it’s a wake-up call to design a retirement that’s not just long-lasting, but meaningful. You’ll discover:Why retirement itself isn’t a “death sentence” and how it can improve health.The hidden dangers of losing purpose and identity after leaving work.Simple steps to stay active, connected, and fulfilled in retirement.Here's what you're in for:
2025-09-25
09 min
Business & Exit Planning Simplified
EP 10: How Clean Financials Boost Business Value and Improve Exit Terms
Would you trust your gut when selling your business or the real numbers that buyers look for?In this episode of Business and Exit Planning Simplified Joe Curry starts a new series on the eight drivers of business value. The first one is financial performance.Joe explains why buyers care more about clean and consistent financial records than a big sales story. He shares an example of how messy books and mixing personal spending with business expenses can scare buyers away. He also gives simple steps that make your business worth more when it is...
2025-09-16
07 min
Your Retirement Planning Simplified
EP # 157 | How to Delay CPP to Age 70 Without Sacrificing Retirement Income
Most Canadians take CPP early, but delaying until 70 can boost your pension by up to 78% - a guaranteed, inflation-protected income for life. In this episode of Retirement Planning Simplified, Joe Curry explains how to cover your income needs while waiting for CPP so you don't sacrifice your lifestyle. You'll learn about the Bond Bridge (flexible, liquid income) and the Annuity Bridge (simple, guaranteed income) as strategies to fill the gap. Joe shares how to manage your portfolio to reduce risk and keep your retirement spending on track. Check out the show notes for EP...
2025-09-04
14 min
Business & Exit Planning Simplified
EP 9: How Closing the Profit Gap Can Boost Your Business Exit Value
What if you could add a million dollars to your business without selling a single extra unit or finding new clients? In this episode of Business and Exit Planning Simplified, Joe talks about the profit gap, the silent drain that lowers your business value.He explains what the profit gap is, how to measure it, and simple steps you can take to close it. You’ll learn why buyers care about profit more than revenue, how higher margins increase both your income today and your future sale price, and why cleaning up your finances makes your...
2025-09-02
15 min
Your Retirement Planning Simplified
EP 9: How Closing the Profit Gap Can Boost Your Business Exit Value
What if you could add a million dollars to your business without selling a single extra unit or finding new clients? In this episode of Business and Exit Planning Simplified, Joe talks about the profit gap, the silent drain that lowers your business value. He explains what the profit gap is, how to measure it, and simple steps you can take to close it. You'll learn why buyers care about profit more than revenue, how higher margins increase both your income today and your future sale price, and why cleaning up your finances makes your co...
2025-09-02
15 min
Silicon Sports Spectator
28 April - Bay FC Breaks Records, Valkyries Push Playoffs & Steph Curry Goes Global — Bay Area Sports Are on Fire
In this milestone episode of Silicon Sports Spectator, host Joe Machine takes you inside Oracle Park for Bay FC’s historic showdown against the Washington Spirit — a match that drew over 40,000 fans and set a new standard for women’s soccer in the U.S. With exclusive postgame audio from Coach Albertin Montoya and midfielder Caroline Conti, plus fan insights from season ticket holder Elizabeth, this episode captures the emotion, ambition, and community spirit behind the Bay’s newest soccer powerhouse.Joe also shares his first-hand experience at an Oakland Ballers game, where local beer, walk-off wins, and comm...
2025-08-29
39 min
Business & Exit Planning Simplified
EP 8: Exit-Ready: Structuring Your Business for a Profitable Sale, with Bob Gauvreau
Are you sure your business is set up to fund the retirement you want and leave the legacy you’ve worked so hard to build?In this episode of Retirement Planning Simplified, Joe Curry and Lindsay talk with Bob Gauvreau, a successful entrepreneur who built an eight-figure professional services firm. You’ll hear practical advice on tax strategies, maximizing your business value, and how to prepare your business for sale. He also explains the benefits of family trusts, how to handle family business succession, and why early planning is the key to a smooth transition.H...
2025-08-19
29 min
Your Retirement Planning Simplified
EP 8:Exit-Ready: Structuring Your Business for a Profitable Sale, with Bob Gauvreau
Are you sure your business is set up to fund the retirement you want and leave the legacy you've worked so hard to build? In this episode of Retirement Planning Simplified, Joe Curry and Lindsay talk with Bob Gauvreau, a successful entrepreneur who built an eight-figure professional services firm. You'll hear practical advice on tax strategies, maximizing your business value, and how to prepare your business for sale. He also explains the benefits of family trusts, how to handle family business succession, and why early planning is the key to a smooth transition. ...
2025-08-19
29 min
Your Retirement Planning Simplified
EP 7: The Truth About the Value Gap and Growing Your Business
In this episode, Joe Curry starts with a tough question: Could your business be worth far less than you expect? Most business owners believe boosting sales and profits is the only way to grow business value. But that's only one piece of the puzzle. What You'll Learn: What the value gap really is and why it matters Why increasing revenue and profit isn't enough How factors like owner dependence, recurring revenue, and customer concentration affect your business value Joe shares practical tips on how to make your...
2025-08-12
11 min
Business & Exit Planning Simplified
EP 7: The Truth About the Value Gap and Growing Your Business
In this episode, Joe Curry starts with a tough question: Could your business be worth far less than you expect?Most business owners believe boosting sales and profits is the only way to grow business value. But that’s only one piece of the puzzle.What You’ll Learn:What the value gap really is and why it mattersWhy increasing revenue and profit isn’t enoughHow factors like owner dependence, recurring revenue, and customer concentration affect your business valueJoe shares practical tips on how to make your business less risky, more scalab...
2025-08-12
11 min
Your Retirement Planning Simplified
EP 6: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick
How Should You Pay Yourself as a Business Owner? Salary, Dividends, or an IPP? In this episode, Joe chats with Braden Warwick from PWL Capital about how business owners can pay themselves in the smartest way. They break down the pros and cons of taking a salary, dividends, or using an Individual Pension Plan (IPP), a lesser-known but powerful option. Braden shares what he's learned from co-authoring a paper with Ben Felix, and they talk through real-life examples. You'll learn how taxes play into each option, what "notional accounts" are (in simple terms), and how...
2025-08-05
24 min
Business & Exit Planning Simplified
EP 6: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick
How Should You Pay Yourself as a Business Owner? Salary, Dividends, or an IPP?In this episode, Joe chats with Braden Warwick from PWL Capital about how business owners can pay themselves in the smartest way. They break down the pros and cons of taking a salary, dividends, or using an Individual Pension Plan (IPP), a lesser-known but powerful option.Braden shares what he’s learned from co-authoring a paper with Ben Felix, and they talk through real-life examples. You'll learn how taxes play into each option, what “notional accounts” are (in simple terms), and how a...
2025-08-05
24 min
Your Retirement Planning Simplified
EP 5: Is Your Business Exit Plan Enough To Afford Your Retirement? Mind the Wealth Gap
How to Calculate Your Wealth Gap and Retire on Your Terms If you sold your business tomorrow, would it fund your retirement? In this episode of Retirement Planning Simplified, Joe Curry breaks down how to calculate your "wealth gap", the difference between what you need for financial independence and what you already have saved outside your business and home. You'll learn why this number is the foundation for both retirement and exit planning, how to use the 4% rule for back-of-the-napkin math, and what business owners can do today to close that gap and retire with...
2025-07-29
10 min
Business & Exit Planning Simplified
EP 5: Is Your Business Exit Plan Enough To Afford Your Retirement? Mind the Wealth Gap
How to Calculate Your Wealth Gap and Retire on Your TermsIf you sold your business tomorrow, would it fund your retirement? In this episode of Retirement Planning Simplified, Joe Curry breaks down how to calculate your “wealth gap”, the difference between what you need for financial independence and what you already have saved outside your business and home.You’ll learn why this number is the foundation for both retirement and exit planning, how to use the 4% rule for back-of-the-napkin math, and what business owners can do today to close that gap and retire with c...
2025-07-29
10 min
Your Retirement Planning Simplified
EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai
How Should Business Owners Pay Themselves? Salary vs. Dividends In this episode of Retirement Planning Simplified, Joe Curry sits down with financial expert Aravind Sithamparapillai to talk about how business owners should structure their compensation. They break down the pros and cons of salary versus dividends, how CPP (Canada Pension Plan) fits into retirement planning, and what business owners need to know about tax integration. You'll also hear about: When paying into CPP can actually help you in retirement How RRSPs compare to CPP as retirement tools How to...
2025-07-22
32 min
Business & Exit Planning Simplified
EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai
How Should Business Owners Pay Themselves? Salary vs. DividendsIn this episode of Retirement Planning Simplified, Joe Curry sits down with financial expert Aravind Sithamparapillai to talk about how business owners should structure their compensation. They break down the pros and cons of salary versus dividends, how CPP (Canada Pension Plan) fits into retirement planning, and what business owners need to know about tax integration.You’ll also hear about:When paying into CPP can actually help you in retirementHow RRSPs compare to CPP as retirement toolsHow to avoid OAS clawbacksWhat to consider when cl...
2025-07-22
32 min
Your Retirement Planning Simplified
EP 3: SDE VS EBITDA What's Business Worth?
In this quick but powerful episode of Retirement Planning Simplified, Joe Curry explains what every small business owner needs to know before selling a business, especially if retirement is getting close. Joe breaks down two important terms you always hear: EBITDA — used for bigger companies with management teams. SDE (Seller's Discretionary Earnings) — used for most owner-operated businesses under $5 million in revenue. You'll learn what buyers really look for, how to tell which number fits your business, and why it matters so much for your selling price. Joe also shares the 8...
2025-07-15
06 min
Business & Exit Planning Simplified
EP 3: SDE VS EBITDA What's Business Worth?
In this quick but powerful episode of Retirement Planning Simplified, Joe Curry explains what every small business owner needs to know before selling a business, especially if retirement is getting close.Joe breaks down two important terms you always hear:EBITDA — used for bigger companies with management teams.SDE (Seller’s Discretionary Earnings) — used for most owner-operated businesses under $5 million in revenue.You’ll learn what buyers really look for, how to tell which number fits your business, and why it matters so much for your selling price.Joe also shares the 8 big...
2025-07-15
06 min
Your Retirement Planning Simplified
EP 2: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 With Matt Holmes, CPA
Are you a business owner approaching retirement or just starting to think about a future sale? In this episode of Retirement Planning Simplified, Joe sits down with Matt Holmes, partner at Homes Riseleys CPA, to uncover the biggest mistakes business owners make when it comes to succession planning and selling their business and how to avoid them. He explains new tax rules for 2024 and how they can affect business sales, including updates to the capital gains exemption, AMT, and anti-avoidance legislation. Matt brings decades of tax and structuring experience to this conversation covering everything from...
2025-07-08
33 min
Business & Exit Planning Simplified
EP 2: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 With Matt Holmes, CPA
Are you a business owner approaching retirement or just starting to think about a future sale?In this episode of Retirement Planning Simplified, Joe sits down with Matt Holmes, partner at Homes Riseleys CPA, to uncover the biggest mistakes business owners make when it comes to succession planning and selling their business and how to avoid them. He explains new tax rules for 2024 and how they can affect business sales, including updates to the capital gains exemption, AMT, and anti-avoidance legislation. Matt brings decades of tax and structuring experience to this conversation covering everything from t...
2025-07-08
33 min
Your Retirement Planning Simplified
EP 1: The 4 Types of Buyers
Shownotes Thinking about selling your business? In this pilot episode, Joe Curry explains why many Canadian business owners struggle to sell—and how understanding the four main types of buyers can help you plan a smoother, more successful exit. Joe breaks down the key differences between individual buyers, strategic buyers, financial buyers, and internal buyers (like family or employees). Each type of buyer comes with their own goals, expectations, and ways of doing deals. Whether you're planning to retire soon or just thinking ahead, this episode will help you understand who your ideal buy...
2025-07-01
18 min
Business & Exit Planning Simplified
EP 1: The 4 Types of Buyers
Thinking about selling your business? In this pilot episode, Joe Curry explains why many Canadian business owners struggle to sell—and how understanding the four main types of buyers can help you plan a smoother, more successful exit.Joe breaks down the key differences between individual buyers, strategic buyers, financial buyers, and internal buyers (like family or employees). Each type of buyer comes with their own goals, expectations, and ways of doing deals. Whether you're planning to retire soon or just thinking ahead, this episode will help you understand who your ideal buyer might be and...
2025-07-01
18 min
Business & Exit Planning Simplified
Business Exit Mastery Part 2: Avoid Pitfalls and Maximize Value with David Barnett
Thinking of selling your business as part of your retirement plan? Don’t list it like a house and hope for the best.In this episode, David Barnett is back on the show. He's a business consultant, author, and former business broker. He breaks down exactly what it takes to prepare, structure, and sell a business successfully.David shares the full process, from business valuation and preparing financials to crafting a buyer-ready business profile and navigating due diligence.What You’ll Learn:✅ Why you can’t just “decide to sell” overnight✅ The d...
2025-06-30
22 min
Business & Exit Planning Simplified
Business Exit Mastery Part 1: Avoid Pitfalls and Maximize Value with David Barnett
In this episode, Joe is joined by David Barnett, a seasoned expert in buying and selling small businesses. If you’re thinking about selling your business—now or in the future—this one’s for you.David shares the biggest slip-ups owners make when trying to sell, like overpricing based on emotion instead of cash flow, and not realizing what buyers actually look for. They also talk about ways to boost your business’s value before selling—like reducing owner dependence, managing customer concentration, and keeping your equipment in good shape.Here’s what you’re in for:
2025-06-30
22 min
FI for Kids
True Wealth – Priorities, Strategies and Values Needed on the Road to Financial Independence – with Joe Curry
In this episode of FI for Kids, host Dominic DeLaquil speaks with financial advisor and podcast host Joe Curry about the importance of teaching children about money and financial independence. They discuss Joe's background, the lessons he learned about money from his family, and how he applies these lessons in his practice with clients approaching retirement. The conversation emphasizes the significance of understanding true wealth, prioritizing values, and the strategies for retirement income planning. Joe also shares insights on how he teaches his children about money management and decision-making, highlighting the importance of open conversations about finances. In this...
2025-06-19
48 min
FI for Kids
True Wealth – Priorities, Strategies and Values Needed on the Road to Financial Independence – with Joe Curry
In this episode of FI for Kids, host Dominic DeLaquil speaks with financial advisor and podcast host Joe Curry about the importance of teaching children about money and financial independence. They discuss Joe's background, the lessons he learned about money from his family, and how he applies these lessons in his practice with clients approaching retirement. The conversation emphasizes the significance of understanding true wealth, prioritizing values, and the strategies for retirement income planning. Joe also shares insights on how he teaches his children about money management and decision-making, highlighting the importance of open conversations about finances. In this...
2025-06-19
48 min
Business & Exit Planning Simplified
The Business and Exit Planning Simplified
The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose.
2025-06-05
01 min
Silicon Sports Spectator
13 March | Franchise rebuilds, March Madness, and an ode to Steph Curry and his business acumen
SummaryIn this episode, Joe discusses the latest developments in Bay Area sports, including NFL free agency, NHL trades, soccer season kickoffs, baseball spring training, and March Madness. He highlights the challenges faced by local teams, the excitement of upcoming matches, and the impact of players like Steph Curry both on and off the court.TakeawaysThe 49ers are undergoing significant changes with many starters leaving.The Sharks are focusing on rebuilding with a strong draft strategy.Sharks vs Blackhawks, Macklin Celebrini & Conner Bedard comparisonExcitement is building for the upcoming NWSL season despite controversies...
2025-03-13
18 min
No Agenda Show
1736 - "The Blurt"
No Agenda Episode 1735 - "The Blurt" "The Blurt" Executive Producers: Sir Harrison Sir Sala Hauser Dan Nickischer Eric Carey Joe Clements Seth Murdock Bailey Davies Associate Executive Producers: Joseph Stegman Matthew Martell Andrew Eli the Cofee Guy Linda Lu Duchess of jobs and writer resumes A W Christiansen Become a member of the 1737 Club, support the show here Boost us with with Podcasting 2.0 C...
2025-02-06
3h 15
No Agenda Show
1707 - "Sweet Seventeen"
No Agenda Episode 1707 - "Sweet Seventeen" "Sweet Seventeen" Executive Producers: David Rosa Dame Lady Getoverit Dame Jen, legal drug dealer of the Cedar Valley Sir Tyler in Alaska Sir Craig Allen of Gila River Ryan Jones Sir Veyor, Commodore of the Northern and Northwestern Lakes Sir Cliffy Sir Roger Dame Lizzzardi Robert Querback RAY HARRIS Dimitri Hossain Anonymous Sir EA of the Tax Domain, Barron...
2024-10-27
3h 34
You Must be Jokin’
Joe McGucken | Finglas curry sauce, Northside sketches and making Barry Keoghan
We're back to regular scheduling this week after our gallivanting in Electric Picnic and we've got a whopper guest in studio. The legend that is Joe McGucken joins Eric and Willa in studio to chat about his northside sketches, free gaff, Barry Keoghan and why Finglas makes the best curry sauce. Hosted on Acast. See acast.com/privacy for more information.
2024-08-29
58 min
Joe Trendy SPORTS podcast
Epi. 93 Buzzer Beater - Svet sa môže báť Wembyho, Steph Curry patrí do Top10 najlepších basketbalistov histórie
Olympiádu podľa predpokladov vyhrali "avengers" USA. Ako to ale bude štyri roky v LA? Kto bude ich lídrom, keďže trio KD, LeBron a Curry už pravedpodobne nebude hrať? Je MVP turnaja v správnych rukách? Budú mať USA o štyri roky v LA problém obhájiť zlato? Zodpovedali sme aj na vaše otázky a mám tak k dispozícii krásnu 47 minútovú epizódu. Joe Trendy https://www.instagram.com/joe_trendy/ https://www.instagram.com/joe_trendy_sports/ https://t...
2024-08-15
47 min
Doomscroll Podcast
Republicans are raging that Joe Biden stepped aside
This is a free preview of a paid episode. To hear more, visit plus.flux.communityThis Doomscroll episode is available only to paid Flux subscribers. You can become one on Patreon or Substack. As usual, it is not “safe for work.”Audio Chapters00:00 — Joe Biden reset the 2024 race by dropping out03:58 — Kamala Harris raised $81 million in her first 24 hours as a candidate06:53 — Trump and fellow Republicans are frothing with rage that they can't run against Joe Biden12:41 — Fox and Friends host invents conspiracy theory that Biden didn't write...
2024-07-23
06 min
No Agenda Show
1679 - "No Jet No Deal"
No Agenda Episode 1679 - "No Jet No Deal" "No Jet No Deal" Executive Producers: Andrew Alexander Cody Ozbirn Danielle Parks https://apogeehoco.org Baron Foxbat Baron Sir Good Fellow Wild Bill of Ohio, DeDoucher of Joe Rogan Associate Executive Producers: Sir Ara Derderian John Bye Eli the Coffee Guy Baroness Monica Irvin Wheeldon Linda Lu Duchess of jobs and writer resumes Rob Carty Become a m...
2024-07-21
3h 05
Doomscroll Podcast
Democrats are right to be upset and concerned about Joe Biden
This Doomscroll episode is audio-only. As usual, it’s not “safe for work.”Audio Chapters0:00 — Joe Biden's debate debacle shows that Democrats need drastic change at the top of their ticket 09:58 — Texas Rep. Lloyd Doggett becomes first Democratic official to say Biden should end campaign11:11 — Legally speaking, only Kamala Harris can use money donated to Joe Biden13:36 — Political scientist who correctly predicted 9 of last 10 presidential elections says Biden would still win15:10 — Right-wing SCOTUS criminalizes homelessness and says presidents have "absolute immunity" for official acts18:16 — Steve Bannon is finally...
2024-07-03
39 min
Podcasting for Financial Professionals
Strategic Business Growth Through Incremental Improvement | Joe Curry | EP 10
Wondering which goal-setting process you should use or what you should be doing in your business right now? Feeling like every other business owner knows where they’re going except you’re flying by the seat of your pants? Continuously Improving Your Business Operations Joe Curry, a CFP in Canada and the host of the “Your Retirement Planning Simplified” podcast, advocates for the Entrepreneurial Operating System (EOS), and transparently shares how mentors have helped him expand his business vision, brave the online marketing world, and implement structured meetings and goals for each quarter. Long-Term Co...
2024-04-18
48 min
Podcasting for Financial Professionals
Strategic Business Growth Through Incremental Improvement | Joe Curry | EP 10
Wondering which goal-setting process you should use or what you should be doing in your business right now? Feeling like every other business owner knows where they’re going except you’re flying by the seat of your pants? Continuously Improving Your Business Operations Joe Curry, a CFP in Canada and the host of the “Your Retirement Planning Simplified” podcast, advocates for the Entrepreneurial Operating System (EOS), and transparently shares how mentors have helped him expand his business vision, brave the online marketing world, and implement structured meetings and goals for each quarter. Long-Term Commitment and Growth in Podcasting While Joe is lookin...
2024-04-18
48 min
Beyond Retirement
True Wealth: The Role of Values & Purpose in Retirement Planning - with Joe Curry
Joe Curry specializes in simplifying the financial lives of people approaching or within retirement. He is the host of the podcast Your Retirement Planning Simplified and is a Certified Financial Planner. Joe is the Owner & CEO of Matthews + Associates, located in Peterborough, Ontario, Canada, where Joe and his team help Canadian retirees and those within a few years of retirement (work-optional) achieve True Wealth, which Joe believes is a combination of achieving financial freedom, spending time doing the things you love with the people you love, and having the ability to create opportunities for those that matter most to yo...
2023-11-12
29 min
Retire Today
How To Get The Most Out of Your U.S. and Canada Retirement Accounts With Joe Curry
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Get The Most Out of Your U.S. and Canada Retirement Accounts. Summary: [159] – Are you a Canadian considering moving to the U.S.? Or do you already live in the US? Retirement might not be as easy as you think. In this episode, Jeremy Keil invites Joe Curry, B.Sc., CFP, CHS, to talk about how you can get the most out of your U.S. and Canadian Retirement accounts. This episode...
2023-10-18
22 min
LifeBlood
Retire with Purpose with Joe Curry
LifeBlood: We talked about how to retire with purpose, the importance of aligning your values with your behaviors and how to do it, spending time thinking about retiring to something versus retiring from something, and how to get started, with Joe Curry, CFP and Financial Planner. Listen to learn how to plan a trial run for your retirement! You can learn more about Joe at MatthewsAndAssociates.CA and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: https://ratethispodcast.com/lifebl...
2023-08-21
19 min
Kanawha Valley Hustlers
From Strings to Screens: Neil Curry’s Journey in the Digital Age
In this episode of the Kanawha Valley Hustlers podcast, Joe Justice had the pleasure of hosting Neil Curry, a talented musician and guitar instructor. During the lively conversation, Neil shared his experiences as a multi-instrumentalist and discussed the transformative power of music education. Neil shared his journey from traditional, in-person music lessons to virtual instruction. With the help of Dale Harper from Advantage Technology, he seamlessly transitioned to online teaching, expanding his reach nationwide. Neil expressed gratitude for Dale’s pro-bono assistance in enhancing his Zoom sound and navigating the intricacies of sharing files and screens. The sh...
2023-06-02
14 min
The Joe Pomp Show
#138 The Financial Details Behind Stephen Curry's Lifetime Deal With Under Armour
Stephen Curry recently signed a long-term contract extension with Under Armour. Today's podcast breaks down the details behind the deal, including Nike's billion-dollar mistake and how a mix of annual base pay, equity, royalties, and incentives could earn Curry $1 billion. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2023-04-13
25 min
The Perfect RIA
What Works Wednesday with Guest Joe Curry
Financial advisors spend most of their time helping their clients achieve their financial goals, but in order to ensure the long-term success of the practice, it is essential to plan for the future of the firm, as well. Although he was running a successful practice already, Joe Curry, President & Financial Planner at Matthews + Associates Ltd., recognized that there were some big shifts that needed to be made to really elevate his practice to the next level. So, in this episode, Joe shares the changes he implemented in his practice and his advice for anyone hoping to do the same.
2022-07-27
20 min
Moe Factz with Adam Curry
84: More or Less
Moe Factz with Adam Curry for July 16th 2022, Episode number 84 - "More or Less" Adam and Moe discuss Roe. Like you've never heard before Chapter Architect: Dreb Scott Big Ballers Sir Vesa of the Backside of Pike's Executive Producers: Sir Vesa of the Backside of Pike's HotShot Daniel Worrad Joe Associate Executive Producers WE HERE THO Frannie N C.Davis Erik Höchel TigardKent Joseph Payne
2022-07-16
3h 40
Your Extraordinary Life & Dating After Divorce
44. Raising Your Dating Standards with Jeneffer Joe
In this episode, I have a special guest: My friend, client and fellow life coach, Jeneffer Joe. Jen got married at a vulnerable time in her life - she had just lost a parent and chose marriage to fill the gap. Listen in to hear her divorce, dating and personal growth story.We cover:How we underestimate the work that successful dating requiresHow she tried everything including a matchmaker, without resultsHow valuing the thinking of others over your own wisdom prolongs the journey and how expressing her true self was the key to successHow she is no...
2022-01-16
47 min
eCommerce Evolution
Episode 169 - How to Sell Your Business for Top Dollar by Becoming an EXITPreneur - with Author Joe Valley
Several of my successful eComm friends are selling all or a portion of their businesses right now. It makes sense. Ecommerce valuations are at an all time high. Also, when you consider that entrepreneurs make 50% or more of all the money they will EVER make from their business when they sell it - you have to be thinking about when and how you want to sell your business. In this episode I interview my friend and expert M&A advisor, Joe Valley. Joe is a partner at Quietlight Brokerage, one of the leading online-focused M&A advis...
2021-07-22
40 min
Shut Up I Love It
EP 97 - DROP DEAD GORGEOUS with Erika Curry
Erika Curry is a writer/performer and the co-host of the Trashy Trashy Podcast. She's also a big fan of a classic cult film DROP DEAD GORGEOUS (1999) starring the drop-dead-gorgeous Denise Richards, Allison Janney, Amy Adams, Brittany Murphy and a couple of Kirstens. Go watch that hilarious film right now (on Tubi, for free!), then tune in for our semiotic analysis. Episode Links: Erika's IG Erika's Twitter Trashy Trashy Podcast Joe's Patreon Mr. Owl's Website (our music composer) Email us at shutuppod@gmail.com Twitter/Instagram: @shutupiloveit1 Facebook: https://www.facebook.com/shutupiloveit1/
2021-05-10
1h 01
The Sports Virus by Joe Castellano
DUBS OT: Curry’s 41 Points, Draymond’s Triple-Double Lead Warriors To Win Over Pelicans
Welcome to the DUBS OT Basketball Podcast Hosted By Joe Castellano Ray Woodson Updated weekly on TheSportsVirus.com Steph Curry (41 points) and Draymond Green (Triple-Double) teamed up to slow down Zion Williamson and the Pelicans Monday night. Ray and Joe discuss the game and how the win improves the Warriors playoff chances. Click Here And Listen … Continue reading DUBS OT: Curry’s 41 Points, Draymond’s Triple-Double Lead Warriors To Win Over Pelicans →
2021-05-04
28 min
The Sports Virus by Joe Castellano
DUBS OT: Curry Scores 53 As He Passes Wilt, Warriors Beat Nuggets, Wiseman Out With Knee Injury
Welcome to the DUBS OT Basketball Podcast Hosted By Joe Castellano Ray Woodson Updated weekly on TheSportsVirus.com After getting the news that James Wiseman is probably out for the season with a knee injury, Golden State had a feel-good win Monday over Denver, one of the top teams in the Western Conference. Steph Curry passed Wilt … Continue reading DUBS OT: Curry Scores 53 As He Passes Wilt, Warriors Beat Nuggets, Wiseman Out With Knee Injury →
2021-04-14
21 min
Moe Factz with Adam Curry
58: Prop Joe
Show Notes Moe Factz with Adam Curry for February 2nd 2021, Episode number 58 "Prop Joe" Description Adam and Moe profile President Biden. He means what he says when he says it! Executive Producers: Andrew Watson Jackie Greene brett Harding Janet Kostrevski Rusty Becker Robert Sheldon Associate Executive Producers: "Sir McQueen of Blighttown Sami Minkkinen Chris Bailey Erik Höchel Julian Robbins
2021-02-03
3h 17
Grind Never Stops
Episode 6 Kyrie Drama, Curry 62 Points, Should Harden Stay In HOU, and Previewing Tonight's NBA Games
we debate kyrie irving off the court talk about having a MF that could hit that clutch shot too, and last night both kyrie and kd had wide open looks and bricked it.we are in awe about curry performance last night against the Blazerswe talk if Harden... --- Support this podcast: https://podcasters.spotify.com/pod/show/grindneverstopspodcast/support
2021-01-04
32 min
Hip Hop History by Drew Curry
Ep. 48 Poetic Justice by Drew Curry
Let's discuss the 1993 romantic comedy written and directed by John Singleton. Starring Janet Jackson and Tupac Shakur with Regina King and Joe Terry. Again if you haven't seen this cult classic run to your nearest streaming device and do it. Thank you for listening to this episode of Hip Hop History please, like, subscribe and leave a review if possible. Thank you. you can also follow us on instagram @HipHopHistoryPod. --- Support this podcast: https://podcasters.spotify.com/pod/show/drew-curry/support
2020-12-06
07 min
One Percent Better
Ep. 154: 1% Better Civility w/ Bill Curry
Today's conversation was a privilege. Bill Curry played in three Super Bowls including the very first. He attended Martin Luther King Jr.'s funeral. He played center for Joe Nammath, Bart Starr, and Johnny Unitas. He was coached by Don Shula and Vince Lombardi. I am confident that there is something in this conversation for everyone who is looking to get 1% better. Email me Joe@onepercentbetterproject.com with your thoughts. As always, thanks for listening! --JF
2020-10-04
47 min
Hip Hop History by Drew Curry
Ep. 10 Joe Budden Beefs by Drew Curry
In this episode we get into Joe Budden's Beef history from Hov and Drake to Saigon and Ransom. Thank you for listening and leave a review if possible. --- Support this podcast: https://podcasters.spotify.com/pod/show/drew-curry/support
2020-03-08
12 min
Evidence Based Podcasts in Paediatric Surgery
Oesophageal Atresia with Mr. Joe Curry
Welcome to our ePiPS podcast on Oesophageal Atresia. I am delighted to have with us Mr. Joe Curry who is a Consultant Neonatal & Paediatric Surgeon at Great Ormond Street Hospital. We discuss today the initial management, pre-operative work-up, procedural steps and post-operative care of these patients. Music: https://www.purple-planet.com
2019-02-07
23 min
House of Rugby
Billy Vunipola special: Chicken curry pizzas, being 'big time' and vulgar Welsh grannies
Billy Vunipola joins Alex and James in studio to discuss his return from a third arm break, Ireland's win over the All Blacks, getting fat-shamed by The Queen and curry pizzas. England's clash with Australia is previewed, James recalls Lawrence Dallaglio's Churchillian speeches and Billy shares his daily rugby diet.Join the House of Rugby Facebook GroupWant to hear more great podcasts from JOE?Liquid Football with Kelly Cates, where real players share the best unheard stories from life in football TKO with Carl Frampton, bringing you unprecedented access and brutal honesty from...
2018-11-20
59 min
eCommerce Evolution
Episode 55 - How to Make Your eCommerce Business More Valuable (a Broker’s Perspective) with Joe Valley of Quiet Light Brokerage.
Whether you’re planning to sell your eCommerce business in 1 year or 3 years or never, the information in this podcast is pure eCommerce gold. Regardless of your exit plans, it’s important to know how to make your business more valuable now. My guest for this episode is Joe Valley, Director of Brokerage Services at Quiet Light Brokerage. Joe is a seasoned eComm expert and a former business owner. As a broker of eCommerce businesses his perspective is unique and insightful. Here’s a look at what we discuss: What is my eComm busin...
2018-08-30
43 min
Quantum Revolution with Karen Curry Parker
Becoming Supernatural with Dr. Joe Dispenza
If you've been on a path of spiritual evolution for any period of time, you've probably run across stories about people who have the ability to transcend our material experience and do supernatural things, like manifest an apple out of thin air, levitate or be able to press their hand through hard rock with the greatest of ease. Usually it's a highly ascended master of some sort, like Jesus, who walked on water, for example, or a highly trained yogi who has spent years meditating in a cave in Tibet. But ordinary, every day people...
2017-11-29
41 min
At The Turn - Golf Podcast
PGA Tour Style Insider Greg Monteforte, Steph Curry, & Tiger Talk
Greg Monteforte explains why white belts are out and pleated pants are in. Steph Curry impressed on the Web.com Tour. Tiger Woods is keeping busy while recovering from his latest surgery. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2017-08-07
33 min