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EP #121: 2024’s Top Retirement Tips: Mistakes, Strategies, and Expert Insights

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Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this special year-end episode of Your Retirement Planning Simplified, Joe and Lindsay reflect on the most popular episodes of 2024, covering essential retirement planning insights and strategies. From avoiding critical retirement mistakes—both financial and non-financial—to optimizing tax strategies, calculating your retirement number, and understanding TFSA rules, this roundup delivers actionable advice for pre-retirees and retirees. The duo also highlights inspiring guest appearances, including Wade Pfau on the RISA framework, Bill Bengen on the 4% rule, and Hal Hershfield on connecting with your future self. Tune in to discover top retirement tips, expert perspectives, and practical strategies to confidently plan a fulfilling retirement in 2025.

Read the full show notes and find more information here: EP 121 Show Notes

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 457592178 series 3008801
Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this special year-end episode of Your Retirement Planning Simplified, Joe and Lindsay reflect on the most popular episodes of 2024, covering essential retirement planning insights and strategies. From avoiding critical retirement mistakes—both financial and non-financial—to optimizing tax strategies, calculating your retirement number, and understanding TFSA rules, this roundup delivers actionable advice for pre-retirees and retirees. The duo also highlights inspiring guest appearances, including Wade Pfau on the RISA framework, Bill Bengen on the 4% rule, and Hal Hershfield on connecting with your future self. Tune in to discover top retirement tips, expert perspectives, and practical strategies to confidently plan a fulfilling retirement in 2025.

Read the full show notes and find more information here: EP 121 Show Notes

  continue reading

101 episodes

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