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 Your RRIF: Tax-Smart Withdrawal Strategies for Retirees
  Practical guidance on RRIF withdrawals and minimizing tax in later retirement.
  
  
• Ep #157 – How to Delay CPP to Age 70 Without Sacrificing Retirement Income
  Shows how to bridge income so you can delay CPP for higher, inflation-indexed benefits.

 

Thank you for listening!

You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog 

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About Joe Curry

Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future. 

You can reach out to Joe through:

LinkedIn: https://www.linkedin.com/in/curryjoe

Website: https://www.retirementplanningsimplified.ca/

Website: https://matthewsandassociates.ca/vsl/

 

About Retirement Planning Simplified

Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure.

To know more about RPS you can visit the links below:

• LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/
• Instagram: https://www.instagram.com/retirement_planning_simplified
• Podcast/Blog: https://www.retirementplanningsimplified.ca/blog
• Youtube: https://www.youtube.com/@retirementplanningsimplified

     

Disclaimer

Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.