– Life as a Financial Planner –
Joe Curry is the Senior Financial Planner & Owner of Matthews + Associates, a leading retirement-focused financial planning company based in Peterborough, Ontario, Canada.
He is a Certified Financial Planner, a member of the Financial Planning Association of Canada, and a Certified Exit Planning Advisor. He’s also the visionary behind the educational retirement brand Your Retirement Planning Simplified.
Expert Financial Guidance
As a retirement planning specialist, Joe focuses on helping his clients achieve true wealth. He looks at securing financial freedom so that his clients can spend time doing what they love with the people they love while creating opportunities for future generations.
Respected Voice
Joe is also the co-host of Canada’s fastest-growing retirement planning podcast Your Retirement Planning Simplified where he offers accessible in-depth retirement planning information. Joe started the podcast to get good financial information to as many people as possible.
Purpose Driven Work
He is also focused on helping people consider the non-financial aspects of retirement in the hope that he can inspire people to find purpose and satisfaction in their work-optional lives.
Reasons to Listen
This will be a talk worth listening to for:
- those interested in discovering what the work of a financial planner is truly about
- those looking for timely and helpful post secondary financial planning advice
- those who are looking for succinct advice as far as pursuing a career in financial planning
Listeners will come away with insights on:
- what financial planning means to Joe
- what the role of a financial planning specialist is all about
- the seasons of work related to running a financial planning services enterprise
- an effective strategy for managing several responsibilities at once
- Joe’s pathway into the profession
- how a financial planning career can be really helpful as far as arming yourself with skills and knowledge to set yourself up for your own future
- the varied professional options available to those interested in financial planning
- broad saving options to students who are looking to find their post secondary school pathway
- tools available to students to help plan out their postsecondary financial needs
- borrowing options for students when considering post secondary school funding
- personal budgeting insights and tips
- the fulfillment associated with a career within financial planning
- a meaningful story related to Joe’s work and career
- the role of technology moving forward within financial planning
- much more!
A Memorable Quote from the Episode:
“If you understand what your core values are, what really makes you tick, what’s most important to you, you can use that as a filter. When you build out a financial plan, you can set those goals into the future and then when it comes to spending and living within your means, you can start to make decisions in the present that are going through that filter of what your values are before you make those purchases or spend that money.”
Joe Curry
Check out the Video Conversation:
For those who desire to view video highlights of the conversation, you can do so via Youtube.
Discover More
For those interested in learning more about Joe and his work, be sure to visit his company Matthews + Associates as well as his retirement planning podcast Your Retirement Planning Simplified.
Lastly you can also find and follow Joe on the following platforms:
Keep Listening!
I hope you enjoyed the episode. For more, check out additional episodes here!
