What are the opening hours?

Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4:30pm

Retirement Planning Simplified

Home
Canada
Peterborough, ON
Retirement Planning Simplified

Learn about our process here: www.matthewsandassociates.ca/vsl I plan to achieve this by sharing relevant tools and information with everyone in our community.

Retirement Planning Simplified is an educational platform created by Joe Curry, CFP, President of Matthews + Associates a retirement‑focused financial planning firm in Peterborough, ON. Retirement Planning Simplified, founded in 2022, aims to be an innovator in the field of retirement planning. I want you to have the knowledge and confidence to invest efficiently, understand the markets, and continue to build True Wealth for a bright future.

01/30/2026

Is avoiding market risk really the safest retirement strategy? In this episode, Joe Curry breaks down the hidden risks of playing it too safe, and how guaranteed income and better planning can help you enjoy retirement with confidence.

Tune in today.

01/22/2026

Have you ever wondered why spending in retirement feels harder than saving ever did?

Joe Curry dives into the psychology of underspending, the risks of overspending, and how a clear retirement income plan helps you enjoy the life you worked so hard to afford.

Tune in now, wherever you stream your podcasts.

01/15/2026

A lot of Canadians are asking the same retirement questions right now - so we put them into a mailbag episode.
We cover how to estimate retirement income needs, RRIF withdrawals, and how taxes change depending on which account you pull from. Tune in wherever you stream your podcasts.

01/08/2026

Does your retirement plan feel a little boring? That might be a good thing.
In this episode, Joe Curry talks about why calm, disciplined planning helps protect your retirement income — and why chasing excitement often leads to regret.
Tune in now, wherever you stream your podcasts.

01/01/2026

Ever feel like you know a lot about retirement but still haven’t taken the leap?

In this episode, Joe Curry explains why action matters more than information — and how to start building confidence one step at a time.

12/25/2025

As we close out 2025, Joe Curry shares the five retirement lessons listeners cared about most — covering taxes, retirement income, mindset, health, and purpose after work. A great episode to reflect and reset for the year ahead. Tune in, wherever you stream your podcasts.

12/18/2025

What if the biggest retirement mistakes aren’t what you do, but what you buy?

In this weeks episode, Joe Curry breaks down the 10 assets successful Canadian retirees avoid - and how simplifying your finances can create more income, freedom, and peace of mind.

Tune in now, wherever you stream your podcasts.

12/12/2025

Thinking about retiring before 60—or already there and wondering if your plan will last?

In this week’s episode of Your Retirement Planning Simplified, I share the patterns I found after analyzing more than 100 Canadians who successfully retired early. We cover how they structured their income, funded the gap before CPP and OAS, and used flexible RRSP/RRIF and TFSA strategies to keep taxes low while still enjoying life.

If you want a clearer, more confident plan for your early retirement, this episode is for you. Tune in, wherever you stream your podcasts.

12/05/2025

Did you know the order you draw from your RRSP, CPP, OAS, and TFSA can dramatically impact how much you actually get to spend in retirement?

In this weeks episode, Joe walks through the optimal withdrawal sequence and why RRSP-first, CPP-later, TFSA-last can be a game-changer for Canadian retirees.

Tune in now, wherever you listen to your podcasts.

11/27/2025

Naming beneficiaries might seem straightforward — but one small mistake can cause big tax and estate headaches.

In this week’s episode, Joe Curry breaks down the right way to name beneficiaries and successors on your RRSPs, RRIFs, and TFSAs to protect your family and reduce taxes.

Listen now, wherever you stream your podcasts!

11/21/2025

Even the best retirement plans can spring small leaks.

In this week’s episode, Joe Curry walks through his personal cashflow audit — how he saved $2,000 a year and simple steps you can take to find your own hidden savings.

Tune in to Your Retirement Planning Simplified wherever you stream your podcasts.

11/14/2025

Sometimes the biggest step toward peace of mind in retirement is simply getting organized.

In this week’s episode, Joe Curry breaks down why high-net-worth retirees often benefit most from simplifying — bringing everything together under one coordinated plan for smarter taxes and less stress.

Listen to Ep 167 of Your Retirement Planning Simplified now, wherever you stream your podcasts!

Address

478 Downie Street
Peterborough, ON
K9J7X7

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Website

https://www.retirementplanningsimplified.ca/, http://www.matthewsandassociates.ca/

Alerts

Be the first to know and let us send you an email when Retirement Planning Simplified posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.