Best Tfsa Podcasts (2026)

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How Our Background and Human Nature Shape Our Relationship With Money 54:13

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16h ago54:13

54:13

Most personal finance advice focuses on numbers: budgets, investing, and strategies to grow your money. But what if your biggest money challenges have less to do with math, and more to do with your past? My guest today is Jessica Moorhouse, financial educator and author of Everything But Money. Jessica has spent over a decade helping Canadians unde…

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EP # 174 | Your Retirement, Your Terms – Make 2026 the Year You Take Intentional Action 11:42

21h ago11:42

11:42

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 o…

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EP # 173 | The 5 Retirement Lessons You Loved Most in 2025 14:22

6d ago14:22

14:22

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 Ret…

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EP # 172 | 10 Common Wealth Traps Smart Canadian Retirees Avoid 18:06

7d ago18:06

18:06

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…

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My BIGGEST Lessons After Selling Real Estate For 10+ Years! 22:34

11d ago22:34

22:34

After 10 years selling real estate in Greater Vancouver, I’m sharing the BIGGEST lesson I’ve learned as a Real Estate Agent—and how it can save you years of trial and error. In this episode, I walk through the real stories behind my wins and mistakes, and the mindset shifts that changed my business. Take these lessons to heart and you could shortcu…

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EP # 171 | What I Learned From 100 Early Retirees in Canada 22:14

14d ago22:14

22:14

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 6…

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EP # 170 | What Should You Withdraw First: RRSP, CPP, or TFSA? 21:14

22d ago21:14

21:14

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 p…

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How to Invest Simply and Successfully: A Guide for Ordinary Canadians 1:02:14

1M ago1:02:14

1:02:14

You’ve probably heard plenty of advice about the importance of investing. But how do you actually get started if you don’t know much about it? My guest today is John Robertson - author of The Value of Simple, one of the most respected investing guides in Canada. John has spent decades helping Canadians understand the basics of investing, and is kno…

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EP # 169 | Beneficiaries, Successors & Your Retirement Accounts: How to Get It Right Before You Retire 16:02

29d ago16:02

16:02

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 cou…

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Will Your Home Lose Value in 2026? BC Assessments vs Market Reality 5:23

1M ago5:23

5:23

Think your 2026 assessment is your home’s value? Think again. In a few minutes, I explain why BC assessments lag 6–18 months behind the market, where property values are actually moving in Metro Vancouver & the Fraser Valley, and 3 Strategies to price your home to today's market so you don’t bleed equity to days-on-market. Stay tune and if you'd li…

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Smart Ways to Save Money in Canada 43:12

1M ago43:12

43:12

You’ve heard the advice that to get ahead financially, you need to cut costs, and save more. But what if there was a way to do that without giving up the things you enjoy - no drastic lifestyle changes, just smarter decisions that free up cash every month? My guest today is Gordon Stein, a keynote speaker, an educator and an author of Cashflow Cook…

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EP # 168 | Plugging the Leaks: How to Free Up Hidden Cashflow Before Retirement 12:25

1M ago12:25

12:25

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…

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Understanding Income Tax in Canada: The Basics You Need to Know 30:20

2M ago30:20

30:20

When people think about income tax, they often think about tax filing season. But understanding how taxes actually work is one of the most important parts of building wealth. Taxes influence where we save and how we invest. My guest is Amanda Doucette, a tax lawyer, TEP, and host of The Tax Chick podcast. In our conversation, Amanda breaks down the…

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EP # 167 | Retirement Planning Simplified — Why Simplicity is the Ultimate Strategy 13:16

1M ago13:16

13:16

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 …

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EP # 166 | Cybersecurity for Retirees: Protecting Your Digital Wealth 18:28

2M ago18:28

18:28

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 …

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EP # 165 | Why You Might Want to Take CPP at 60 (Even If the Math Says Otherwise) 14:26

2M ago14:26

14:26

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…

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EP # 164 | How to Evaluate Investment Performance in Retirement 19:06

2M ago19:06

19:06

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 headlin…

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The Harsh Truth About Why REALTORS Are Failing in 2025! 10:37

3M ago10:37

10:37

The market’s not killing agents — their habits are. Let’s talk about what’s really driving REALTORS® out of the business and how to fix it. 📺 Watch this episode on YouTube: https://www.youtube.com/watch?v=BVSSquDwMFc&list=PLQCAyLeG-0BIvyHF_ANp2SDMNKvufJ1qX 🎙️ Stay ahead of the market—subscribe to Manning Up On Real Estate. ▶️ 1-Click Subscribe on Y…

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EP # 163 | The 5.5 Guaranteed Retirement Income Sources Every Canadian Should Understand 13:11

2M ago13:11

13:11

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 …

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13: Talking Your Money with Carl Richards 20:08

3M ago20:08

20:08

In this episode with talk with former financial advisor, author, and speakerCarl Richards to discuss his upcoming book release, Your Money. Carl describes YourMoney as being "not a personal finance book but a conversation grenade." The book includes 101 of Carl's sketches, some from his time writing for the New YorkTimes and many new ones as well. …

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EP 61 - The Benefits Of Charitable Giving 12:54

3M ago12:54

12:54

Welcome to The Clear Money Mindset with Ben Davies. In this episode, recorded just before Thanksgiving, we explore the practical and personal benefits of charitable giving—especially how it can positively impact your finances and reduce your income tax in Canada. Listeners will learn: Why charitable giving adds purpose to your finances and helps su…

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EP # 162 | Understanding RRIF Withdrawal Rules and Building a Tax-Smart Retirement Plan 14:15

3M ago14:15

14:15

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 …

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EP # 161 | Redefining Retirement for High Achievers: Identity, Purpose, and Structure After Work 30:51

3M ago30:51

30:51

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 …

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12. Freeing Those Locked-In Funds 11:01

3M ago11:01

11:01

This episode is about unlocking your pension plan or Locked-In Retirement Account /LIRA when you're nearing or ready for retirement. These accounts are governed by different rules depending on whether they fall under federal or provincial legislation. This is a continuation from our last episode where we covered the various rules for accessing the …

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EP # 160 | Retirement and Sudden Death: Psychological and Physical Risks to Know 9:25

3M ago9:25

9:25

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. Check out the show notes…

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In The Crosshairs: Short-Term Rentals in BC | Interview with Kelly Fry 30:59

3M ago30:59

30:59

B.C. is tightening the rules on short-term rentals—and Kelly Fry landed squarely in the crosshairs. In this Tale from the Trench episode, from our monthly Investors Performance Group Meeting, she walks through the investigation step by step: the notice, the documents they wanted, the timelines, and how it actually wrapped. If you host (or plan to) …

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EP # 159 | Financial Psychology for Retirees 42:51

3M ago42:51

42:51

In this episode of Retirement Planning Simplified, Joe Curry talks with Dr. Meghaan Lurtz, a financial psychology professor at Kansas State University. They explore why money decisions in retirement are often driven by emotions, not just numbers. You'll learn how to handle common retirement worries, manage money disagreements with your spouse, and …

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EP # 158 | Aligning Money + Values. The Key to Retirement Confidence, with Carl Richards 30:44

4M ago30:44

30:44

Most people think money problems are about numbers but what if the real obstacle is us? In this episode, Joe sits down with Carl Richards, author, speaker, and creator of The Sketch Guy column in The New York Times, to explore why simplicity is so powerful in financial planning. Carl explains how his famous sketches reveal money for what it really …

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EP 60 - Are You Getting The Most Out Of The TFSA? 14:15

4M ago14:15

14:15

In this episode of The Clear Money Mindset, host and Financial Advisor Ben Davies breaks down everything you need to know about the Tax-Free Savings Account (TFSA). We cover the basics of what a TFSA is, how contribution limits work, the wide range of investment options available, and common pitfalls to avoid. You’ll also learn practical strategies…

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EP # 157 | How to Delay CPP to Age 70 Without Sacrificing Retirement Income 14:07

4M ago14:07

14:07

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, …

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The Crash No One Saw Coming - Vancouver's Pre-Sale Meltdown 7:27

4M ago7:27

7:27

The Collapse of Vancouver’s Pre-Construction Market Vancouver’s once-booming pre-construction market is now in crisis. Pre-sales have dropped by more than 50%, developers are cancelling or converting projects, and billions in provincial revenue are at risk. In this episode of Manning Up On Real Estate, Cameron breaks down: Why presales have collaps…

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EP 9: How Closing the Profit Gap Can Boost Your Business Exit Value 15:14

4M ago15:14

15:14

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…

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EP # 156 | Outperform Without the Guesswork: A Conversation with Wes Crill 19:47

4M ago19:47

19:47

How do you build a retirement portfolio that works in the real world and not just on paper? In this episode of Retirement Planning Simplified, Joe Curry speaks with Wes Crill from Dimensional Fund Advisors about evidence-based investing and how it can help retirees reach their goals. Wes explains why beating the market is harder than most think, wh…

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EP # 155 - Applying FIRE Strategies to Traditional Retirement with Chris Mamula 32:16

4M ago32:16

32:16

How to Achieve Financial Independence and Retire Early? In this episode of Retirement Planning Simplified, Joe Curry talks with Chris Mamula, who retired at 41, about the Financial Independence Retire Early (FIRE) movement. Chris shares how living simply, saving aggressively, and making intentional choices helped him reach financial freedom. They c…

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EP 8:Exit-Ready: Structuring Your Business for a Profitable Sale, with Bob Gauvreau 29:09

4M ago29:09

29:09

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, max…

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EP # 154 - Understanding the Bond Tent Strategy for Retirement Portfolio Protection 15:40

5M ago15:40

15:40

Is Your Retirement Portfolio Ready for the Red Zone? In this episode of Retirement Planning Simplified, Joe explains how to protect your investments when it matters most right before and just after you retire. This period, often called the "retirement red zone," comes with big risks if markets take a dip. Joe walks through a powerful strategy calle…

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EP 7: The Truth About the Value Gap and Growing Your Business 11:41

5M ago11:41

11:41

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 …

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EP # 153 - How Women Can Take Control of Their Retirement Finances with Rachael Burns 25:06

5M ago25:06

25:06

In this episode of Retirement Planning Simplified, Joe Curry speaks with Rachael Burns, Certified Financial Planner and founder of True Worth Financial Planning. Rachael specializes in helping women navigate their finances after divorce or the loss of a spouse. She shares practical steps to regain control, avoid emotional financial decisions, and f…

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EP 6: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick 24:35

5M ago24:35

24:35

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 optio…

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EP # 152 - The Power of Art, Identity & Joy After 60 34:36

5M ago34:36

34:36

In this episode of Retirement Planning Simplified,Joe Curry talks with best-selling author and Sketchbook School co-founder Danny Gregory about the life-changing benefits of rediscovering creativity in retirement. After turning to drawing during a personal crisis, Danny discovered the healing power of art and now helps others do the same. You'll le…

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EP 5: Is Your Business Exit Plan Enough To Afford Your Retirement? Mind the Wealth Gap 10:32

5M ago10:32

10:32

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 busines…

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EP # 151 - Planning Once Isn't Planning: Why Retirement Requires Ongoing Strategy 14:50

5M ago14:50

14:50

Why Your Retirement Plan Should Evolve With You In this episode of Retirement Planning Simplified, Joe Curry, a certified financial planner reveals why your retirement plan shouldn't be a one-and-done document. He dives into the importance of ongoing retirement planning, regular financial checkups, and adjusting your investment, tax, and risk strat…

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EP 59 Building A New Home 51:22

5M ago51:22

51:22

In this episode of The Clear Money Mindset, we’re talking all things new builds—what makes buying a brand-new home different from purchasing a resale, and what every buyer should know before jumping in. Host Ben Davies is joined by a knowledgeable panel: Alyssa Ismail, Real Estate Agent with Century 21, Sebastian Schmoranz from MSSH Lawyers, and Ro…

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EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai 32:21

5M ago32:21

32:21

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 …

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EP # 150 - Slow Travel, Big Impact: Redefining Retirement 30:07

5M ago30:07

30:07

In this episode of Retirement Planning Simplified, Joe Curry talks with Karen Gershowitz, travel writer and author, about how travel can help you rediscover purpose, fun, and connection after you retire. Karen shares her journey from running a marketing firm to becoming a full-time travel writer after retirement. She talks about overcoming mobility…

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EP 3: SDE VS EBITDA What's Business Worth? 6:45

6M ago6:45

6:45

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 Earnin…

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TFSA Hack That Could Earn You $4,300/Month Tax-Free! Featuring Paul Hecht 1:05:34

6M ago1:05:34

1:05:34

In this episode, Paul Hecht reveals an exclusive strategy for leveraging your TFSA to generate $4,300/month tax-free through new development investments. If you’ve been looking for ways to maximize your TFSA and grow your wealth without paying taxes on the returns, this episode is for you. Paul explains how self-directed accounts can unlock hidden …

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EP # 149 - Dating, Companionship & Romance After 60 with Andrea McGinty 30:31

6M ago30:31

30:31

In this episode of Retirement Plan Simplified, Joe Curry sits down with Andrea McGinty, founder of It's Just Lunch and 33000Dates.com, to explore how to find love later in life — whether you're divorced, widowed, or simply ready for new companionship. Andrea shares her journey from building one of North America's biggest matchmaking services to coa…

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EP 2: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 With Matt Holmes, CPA 33:34

6M ago33:34

33:34

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. H…

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EP # 148 - Seven Tax-Smart Ways to Leave a Legacy—Without Leaving a Tax Bill 17:08

6M ago17:08

17:08

In this episode, Joe Curry breaks down smart, simple, and tax-efficient strategies to pass on your wealth in Canada—so your legacy goes to your loved ones, not the CRA. Whether you've built your nest egg through saving, investing, or selling a business, this episode is packed with insights you can use. Check out the show notes for EP148 HERE…