Podcasts about true wealth

Learn how to build true wealth without sacrificing the life you actually want. True wealth isn't just about the numbers in your bank account. It's about designing a life so aligned with who you are that you never want to retire from it. In this episode, I sit down with two of the sharpest financial minds I know to unpack what it really means to win the money game. We go deep on the mechanics of moving from earned income to passive income, the tax strategies most entrepreneurs overlook, and why the framework most financial advisors push is actually working against you. But we don't stop at tactics. We get into the harder conversation about why so many high earners are still deeply unfulfilled, and what it actually takes to build a life rich in every sense of the word. Justin Donald is the founder of The Lifestyle Investor and the man Entrepreneur Magazine calls the "Warren Buffett of Lifestyle Investing." After just 21 months of investing, Justin generated enough passive income to walk away from his job before turning 37, and he's since grown his net worth to over nine figures while keeping his family front and center. Garett Gunderson is a New York Times bestselling author, financial disruptor, and the creator of the "Already Won" keynote. For over 25 years, Garett has helped people plug financial leaks, keep more of what they make, and completely rethink their relationship with money without scrimping, sacrificing, or delaying the life they actually want to live. KEY TAKEAWAYS: Moving from earned to passive income is the most powerful tax strategy available to entrepreneurs. Tying your entire net worth to one business is one of the riskiest financial positions you can be in. A great deal attracts capital, so you don't need your own money to get started. The wealthiest people in the world hold intentionally diversified portfolios across real estate, equities, and uncorrelated assets. Financial independence is the real goal, not retirement. Cash flow beats accumulation as a wealth building strategy every single time. Investing in yourself will outperform the stock market more reliably than any index fund. Money can rent happiness temporarily, but it cannot buy the fulfillment that comes from purpose and meaningful relationships. Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites:  www.PredictableProfits.com www.predictableprofits.com/community https://start.predictableprofits.com/community  

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Health Savings Accounts (HSAs) may be the most powerful tax-free retirement planning tool available, yet most people use them completely wrong. If you're enrolled in a High Deductible Health Plan (HDHP), your HSA could offer triple tax-free growth and a strategic way to fund healthcare and Medicare costs in retirement. Tyler Emrick, CFA®, CFP®, breaks down how to turn your HSA from a simple medical spending account into a long-term, tax-efficient retirement asset. In this video, you'll learn: HSA eligibility rules, 2026 contribution limits, catch-up contributions, and the December “last-month rule” How High Deductible Health Plans qualify you to contribute Why leaving your HSA in cash limits long-term growth How to invest your HSA using brokerage options The “invest now, reimburse later” strategy to build tax-free retirement liquidity How HSAs can cover Medicare premiums, COBRA coverage, long-term care premiums, and other retirement healthcare costs Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/  Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

Is it risky to hold all your investments with one wealth management company? In this episode of Your Retirement Planning Simplified, Joe Curry explains how CDIC and CIPF protection work in Canada — and whether "advisor diversification" actually reduces risk. If you're focused on retirement income planning, tax-efficient investing, and protecting your legacy - this episode will bring clarity.   Resources Canadian Deposit Insurance Corporation (CDIC) Canadian Investor Protection Fund (CIPF)   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/    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.  

Im aktuellen Coffee Talk zeigen Jasmin und Gabriele, dass junge, mündige Anleger langfristig denken, wenn's um den Vermögensaufbau geht.Verlockende aber volatile Anlagen wie Kryptowährungen spielen bei den Junganlegern eine kleine Rolle. Vielmehr nutzen sie traditionelle Instrumente als Bausteine für eine moderne und kostengünstige Vermögensverwaltung.Wie lautet dein Ratschlag für junge Anleger? Schreibe mir auf felix@truewealth.chMehr über True Wealth erfährst du hier.

We all have a little Tevye in us. In this first episode of a six-part series on money, Rabbi Josh Feigelson explores what Judaism and mindfulness teach about wealth and the feeling of “not enough.” Beginning with Fiddler on the Roof's “If I Were a Rich Man,” he turns to Rabbi Shimon Ben Zoma's question: “Who is wealthy? One who is happy with what they have.” How can Jewish wisdom and mindfulness help us make money a tool rather than a master? Be in touch at josh@unpacked.media. This episode is sponsored by Jonathan and Kori Kalafer and the Somerset Patriots: The Bridgewater, NJ-based AA Affiliate of the New York Yankees. --------------- This podcast is brought to you by Unpacked, an OpenDor Media Brand.For other podcasts from Unpacked, check out:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Jewish History Nerds⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Stars of David with Elon Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Unpacking Israeli History⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Wondering Jews

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Required Minimum Distributions (RMDs) are not just mandatory withdrawals — they are forced taxable income that can quietly reshape your retirement tax picture. Higher income from RMDs can trigger increased marginal tax rates, IRMAA surcharges, greater Social Security taxation, and long-term compounding tax consequences — especially for married couples navigating the widow/widower tax penalty. In this episode, Tyler Emrick, CFA®, CFP®, breaks down how to think about RMD tax planning as a long-term process — not just a once-a-year withdrawal decision — including: Why RMD planning is really tax bracket management over time How Roth conversions can shrink future Required Minimum Distributions Smart timing and withholding strategies that create flexibility How Qualified Charitable Distributions (QCDs) reduce taxable income The role of income targeting and IRMAA awareness What types of assets to convert — and why it matters Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/  Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

In this episode of Your Retirement Planning Simplified, Joe Curry sits down with estate planning expert Mark Halpern to discuss tax-efficient investing, charitable giving strategies, and how Canadians can reduce estate tax while building a meaningful legacy. If you're approaching retirement and want to protect your wealth, optimize your RRSP and RRIF withdrawal strategies, and explore philanthropy in Canada, this conversation is packed with practical insight.   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/    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.

Is the real estate market finally shifting in favor of investors? In this episode, Chad Harris and the True Wealth team dive into the current market transition from a seller's market to a balanced—and potentially buyer's—market.While flippers and wholesalers are facing new challenges due to price stabilization and high seller expectations, the "buy and hold" space is heating up with opportunity. Chad breaks down how to navigate current interest rates by leveraging private money and mastering seller financing.Key Highlights:The Market Shift: Why inventory is rising and what it means for your next purchase.Tenant Screening: Why "no tenant" is better than a "bad tenant" in the current economy.The Power of Private Money: Why now is the perfect time to approach individuals looking to move their gains from the stock market into real estate.3 Creative Deal Structures: A deep dive into using seller credits, "two-note" strategies, and second mortgages to ensure properties cash flow even at higher prices.The "Crackerjack Box" Strategy: Why simple, brick, ranch-style homes remain the safest and most profitable foundation for any portfolio.Free Resource:Want to talk to sellers like a pro? Download our Free Seller Call Script at truewealthinvestors.com/callscript.

Why do so many successful women entrepreneurs still feel anxious, guilty, or unsafe around money even when they're making more than ever?In this powerful episode of Life Changing Money, Barbara sits down in New York City with Ruchi Pinniger, founder of Watch Her Prosper and former Wall Street hedge fund CFO turned “financial therapist” for women entrepreneurs.Ruchi shares her journey from climbing the corporate ladder on Wall Street to building a purpose-driven business helping women heal their relationship with money. Together, they unpack the subconscious money stories, financial trauma, and hidden shame that keep women from fully receiving and holding wealth.You'll learn how to identify your money blocks, stop the cycle of “make it, spend it,” and step into true prosperity not just financially, but emotionally and spiritually.This episode blends financial strategy with mindset, spirituality, and practical tools to help you feel safe, confident, and empowered with money.Tune In to Hear:Why 95% of your money behavior is subconsciousThe common money blocks female entrepreneurs struggle withHow childhood financial trauma impacts your income todayWhy high earners often feel unsafe holding large amounts of moneyThe “make it, spend it” cycle and how to break itRuchi's RIR Method: Recognize, Interrupt, ReframeHow to create safety in your body around moneyWhy affirmations don't work without emotional alignmentHow to talk to your spouse about money (without fighting)The importance of aligning personal and business financial goalsWhy prosperity is more than just numbers in your bank accountHow to build wealth with trust, ease, and intentionConnect with Ruchi: https://www.instagram.com/watchherprosperHow To Get Involved:Life-Changing Money is a podcast all about money. We share stories of how money has impacted and radically changed the lives of others—and how it can do the same for you.Your host, Barbara Schreihans (pronounced ShREE-hands) is the founder and CEO of Your Tax Coach, and the creator of the Write Off Your Life Course. She is a top tax strategist, business coach, and expert in helping business owners and high-net-worth individuals save millions in taxes while increasing profits.When she's not leading her team, coaching clients, or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family, and traveling the world.Grab a cup of coffee and become inspired as we hear from those who have overcome and are overcoming their self-limiting beliefs and money mindsets!Do you have a burning question that you'd love to hear answered on a future show?Please email it to: podcast@yourtaxcoach.bizSign Up For Our NewsletterLife Changing Money PodcastGet Tax Help!

A Person's True Wealth - Part 2Support the show: https://www.oneandall.church/See omnystudio.com/listener for privacy information.

In this episode Pastor Jeff is sharing with us about how to understand A PERSON’S TRUE WEALTH. To understand this wealth and worth, we must also have insight into the character and nature of God our heavenly Father.Support the show: https://www.oneandall.church/See omnystudio.com/listener for privacy information.

The most successful entrepreneurs are wired to hustle and chase financial success first—believing freedom, fulfillment, and happiness will eventually follow. After building an 8-figure business, today's guest knew something had to change. Once he upgraded his mindset, he was able to build a life around the things that got him out of the grind and allowed him to enjoy the wealth he created.Pablo Della's entrepreneurial journey is as compelling and remarkable as any you'll hear. From growing up poor in Argentina to building and scaling Vimerson Health to the wildly successful consumer brand it is today, Pablo has a fresh perspective on what success looks like after achieving financial independence.In this episode, Pablo reflects on the seasons of entrepreneurship and shares how he bet on himself, trusted his work ethic, hustle mentality, and intuition to achieve what every entrepreneur wants—wealth and freedom.In this episode, you'll learn: ✅ Why Pablo believes that spending money on experiences generate a real return on happiness, time, and quality of life that goes beyond ROI.✅ How Pablo evaluates the true cost-benefit of flying private—and why the math looks different once you factor in time, energy, and opportunity cost.✅ Why Pablo believes inflation isn't accidental, and how that belief shapes his long-term view on money, Bitcoin and wealth.Show Notes: LifestyleInvestor.com/277Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Tax filing season is here — and even though most tax planning happens before year-end, there are still important moves you can make before filing your 2025 return. In this video, Tyler Emrick, CFA®, CFP®, walks through last-minute tax planning moves that still matter during the 2026 filing season for individuals and business owners. We cover what you can still do before filing, how to avoid penalties and surprises, and several common items that often get missed — especially for small business owners and self-employed individuals. Here's some of what we discuss in this episode:

When it comes to CPP and OAS timing, most Canadians ask the wrong question: "What if I die early?" In this episode, Joe Curry reframes CPP as longevity insurance -  a core part of retirement income planning designed to protect you from the real financial risk: living longer than expected and running out of money.   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/    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. 

Sind US-Vermögenswerte im Wert von mehr als 60'000 Dollar in deinem Nachlass?Wenn ja, ist die Erbengemeinschaft verpflichtet, den Nachlass den US-Behörden zu melden.Tatsächlich in den USA steuerpflichtig sind aber die wenigsten. Das liegt an der hohen Freigrenze von 14 Millionen US-Dollar.Liegt der Gesamtnachlass über dieser Schwelle, hängt die dem US-Fiskus geschuldete Steuer vom individuellen Freibetrag ab. Wie dieser berechnet wird, erfährst du im aktuellen Coffee Break.Was denkst du über extraterritoriale Steuergesetze? Schreibe mir auf felix@truewealth.chMehr über True Wealth erfährst du hier.

Most entrepreneurs chase money their whole lives — Nathan Barkocy was pronounced dead at 16 and discovered what true wealth really means. In this episode of The Root of All Success, Jason Duncan sits down with Nathan Barkocy, a real estate developer, investor, and co-author with Sharon Lechter (Rich Dad Poor Dad) of the upcoming book Old Wealth, New Wealth, True Wealth. Nathan breaks down how a near-fatal cycling accident that left him paralyzed became his greatest teacher, why freedom of time matters more than dollars in the bank, and how surrounding yourself with high achievers is the single most important investment you can make as an entrepreneur. This conversation dives into: How he went from nationally ranked cyclist to pronounced dead in seconds The mindset shift that turned tragedy into a multimillion-dollar real estate portfolio Why old wealth + new wealth = true wealth (and what that actually means) The real reason most passive investments fail — and what to do instead Working with Sharon Lechter and lessons from the Rich Dad Poor Dad philosophy How to build medical real estate, restoration projects, and wellness ventures Why identity drives wealth and action separates dreamers from entrepreneurs The one thing worth spending money on: access to rooms with high-level thinkers If you're stuck chasing the wrong definition of success, drowning in solopreneur burnout, or ready to build wealth that actually sets you free — this episode will redefine everything you thought you knew about prosperity.

This episode features Sharon Lechter, renowned entrepreneur, bestselling author, and global financial literacy advocate. Sharon reflects on the early experiences that shaped her passion for education, her 35‑year career as a CPA, and her mission to equip families and young people with practical financial tools through Pay Your Family First. She shares insights from her work as a national spokeswoman and Presidential Advisor, her leadership on Arizona's Financial Literacy Task Force, and the urgent changes she believes schools must make. A lifelong innovator, Sharon also discusses her pioneering role in educational technology and her current collaboration with IQ Hall, an AI‑powered platform advancing global learning.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth How much cash should you really hold in retirement? Too little cash can create stress and force poor decisions during market downturns. Too much cash can quietly erode a well-built retirement plan through inflation, taxes, and lost growth. In this episode, Tyler Emrick, CFA®, CFP®, breaks down how to think about retirement cash reserves in 2026, including: How much cash is actually enough in retirement — and when it becomes too much How interest rates change the cash trade-off in 2026 Where cash really lives inside a well-built portfolio (not just checking and savings accounts) This conversation is designed for people approaching retirement or already retired who want to make smarter, more intentional cash decisions — without chasing yields or taking unnecessary risk.   Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/  Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

Most retirement plans look fine - until inflation, markets, taxes, and 'real life' hit. In this episode of Your Retirement Planning Simplified, Joe Curry explains how to stress test your retirement plan in 2026, why Monte Carlo projections can create false confidence, and how guardrails help you make calmer, tax-smart retirement income decisions when markets get volatile.   Thank you for listening!  You can get a full breakdown of each episode on our blog:  https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!      Ready to take the next step?   Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12     Want a retirement plan that adapts as your life evolves?  Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement.  Learn more here: https://matthewsandassociates.ca/vsl/      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.   

  Many retirees believe playing it safe means avoiding market risk—but that fear-driven approach can quietly limit your lifestyle in retirement. In this episode, Joe Curry explains why inflation and longevity are often bigger threats than volatility, and how guaranteed income, smart spending clarity, and the RISA framework can help you retire with confidence. Thank you for listening!  You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog   Don't forget to like, comment, and subscribe for more simplified retirement planning insights!      Ready to take the next step?   Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12     Want a retirement plan that adapts as your life evolves?  Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement.  Learn more here: https://matthewsandassociates.ca/vsl/      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. 

NATHAN BARKOCY HAS A NEW BOOK You may remember our interview with Nathan about his near fatal bicycle accident in his teens. Now he's a financial advisor with a different view on wealth, and he's got a new book out about it called Old Wealth, New Wealth, True Wealth and you can buy it here. He joins me at 1 to talk about it.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth For decades, the 4% rule has been used as a simple guideline for retirement spending—but it was never meant to be a guarantee. In this episode, Tyler Emrick, CFA®, CFP®, will revisit the research behind the 4% rule and explore new findings from its creator, Bill Bengen, suggesting that retirees may be able to spend more under updated assumptions. We explain why sequence-of-returns risk matters more than average returns, how thinking in terms of portfolio “runway” can help manage downturns, and why dynamic withdrawal strategies often lead to better long-term outcomes. If you're wondering how much you can realistically spend in retirement, this episode will help you think about it the right way. Here's some of what we discuss in this episode:

For many entrepreneurs and investors, financial success often feels harder than it should. Despite tireless work and long hours spent chasing income, they still end up owing a business that runs them rather than the other way around.Today's guest has spent decades helping people break that cycle by shifting how they think about money, assets, and financial freedom itself.Sharon Lechter is a globally recognized financial literacy expert, former CPA, keynote speaker, and five-time New York Times bestselling author. She is best known as the co-author of Rich Dad Poor Dad and 14 additional books in the Rich Dad series, including the transformational Cashflow Quadrant. She's also co-authored many other influential books, including Exit Rich, Three Feet from Gold, and Think and Grow Rich for Women.Sharon has dedicated her career to educating and empowering investors at any level, helping them move from earned income to asset-driven wealth while reclaiming their time. In her newest book, Old Wealth, New Wealth, True Wealth, Sharon offers readers both an inspiring fable and a practical blueprint for crafting a legacy that lasts.In this episode, you'll learn: ✅ Why the purest definition of financial freedom is when asset income exceeds your monthly expenses.✅ How the Cashflow Quadrant was a game changer for Justin and helps entrepreneurs reclaim time and scale faster by making better decisions.✅ Why Sharon's newest mission with IQ Hall helps creators and entrepreneurs maintain ownership and protect their intellectual property while using AI.Show Notes: LifestyleInvestor.com/274Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a text“Do it because it's the right thing for you.”- Dale AtkinsonExclusive Insights from This Week's EpisodesDale Atkinson was given months to live. And instead of accepting the script, he did what high performers do when everything is on the line: he went to work. In this episode, Dale breaks down the entrepreneur mindset that helped him challenge assumptions, research relentlessly, and build a radical health playbook designed to protect energy, extend capacity, and create true wealth that lasts. This conversation is a wake up call for every founder running on adrenaline and denial. If you want to build a bigger business, you better build a stronger body first.Episode Highlights00:04:10 The moment he heard “terminal” and why he refused to accept it00:06:20 The research rabbit hole and the experts he contacted worldwide00:08:10 How he built a personalized protocol instead of following a template00:12:10 Why quality of life mattered more than “extra months”00:14:30 The truth about the system, off label options, and why patients must self advocate00:17:10 What he removed from his home first to reduce toxic load00:20:40 The exercise mistake most people make when their body is under stress00:22:50 The power of testing, bloodwork, and ruthless iterationFull show notes, transcript, and resources for this episode:https://podcast.deepwealth.com/510The Deep Wealth Podcast Most entrepreneurs do not fail.They just carry too much for too long. The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit. The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

Many high-net-worth Canadians discover that spending money in retirement is harder than saving it. In this episode, Joe Curry explores the psychology behind underspending, the risks of overspending, and how a personalized retirement income plan can give you the confidence - and permission - to enjoy the life you worked so hard to afford. Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   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.

Nathan Barkocy is an entrepreneur, investor, and creator of the True Wealth movement. His book, Old Wealth, New Wealth, True Wealth, co-authored with Sharon Lechter,   Welcome to the Conscious Millionaire Show - How to Become an Ultra-Performer. Now 3X week M / W / F with host JV Crum III.   Are you an Entrepreneur, Founder, or CEO? Committed to break into the Top 1% of Performance with current revenues $250K to $50M? Sign up for your Breakout...here's what's included in your complimentary session: (1) Define your #1 Ultra-Outcome - your break out goal (2) Find out your #1 block keeping you from it - and how to remove it  (3) Get 1-3 actionable steps to immediately use to scale bigger, faster     Schedule Your Breakthough Session Now     Join Host JV Crum III, with 2 exits and over 75M revenues in his companies, he is the Ultra-Performer Coach for 6- to 8-figure owners ready to join the top 1%.   Season 12 of the award-winning Conscious Millionaire Show. World's #1 conscious business and performance podcast for foundeers and entrepreneurs who want to become Ultra-Performers.    Access Conscious Millionaire Show     Millions of Listeners. 190 countries. Inc Magazine "Top 13 Business Podcasts" with over 3,000 episodes. Listen 3X a week.

Nathan Barkocy is an entrepreneur, investor, and creator of the True Wealth movement. His book, Old Wealth, New Wealth, True Wealth, co-authored with Sharon Lechter,   Welcome to the Conscious Millionaire Show - How to Become an Ultra-Performer. Now 3X week M / W / F with host JV Crum III.   Are you an Entrepreneur, Founder, or CEO? Committed to break into the Top 1% of Performance with current revenues $250K to $50M? Sign up for your Breakout...here's what's included in your complimentary session: (1) Define your #1 Ultra-Outcome - your break out goal (2) Find out your #1 block keeping you from it - and how to remove it  (3) Get 1-3 actionable steps to immediately use to scale bigger, faster     Schedule Your Breakthough Session Now     Join Host JV Crum III, with 2 exits and over 75M revenues in his companies, he is the Ultra-Performer Coach for 6- to 8-figure owners ready to join the top 1%.   Season 12 of the award-winning Conscious Millionaire Show. World's #1 conscious business and performance podcast for foundeers and entrepreneurs who want to become Ultra-Performers.    Access Conscious Millionaire Show     Millions of Listeners. 190 countries. Inc Magazine "Top 13 Business Podcasts" with over 3,000 episodes. Listen 3X a week.

                          Listen in as Erin and Nathan discuss: The life-altering moment that changed everything: a training ride that ended in a 60-mph collision, a coma, and the long road of learning to walk, talk, and live again. How adversity can become fuel instead of dead weight — and why "tomorrow is never promised" reframes how we use our time today. The difference between knowledge and wisdom, and why mentorship + proximity to high-level thinkers compresses your learning curve. A powerful redefinition of wealth: true wealth = ownership of your time, built through aligned assets, income streams, and purpose-driven stewardship. Why systems + delegation create scale — and how building teams is the bridge from solopreneur to entrepreneur to capitalist.                                               About Nathan Barkocy is a real estate developer, entrepreneur, and the emerging voice behind the True Wealth movement. He is the co-author—alongside financial legend Sharon Lechter—of the upcoming book Old Wealth, New Wealth, True Wealth, set to publish on January 23, 2026, exactly ten years after a life-altering cycling accident that reshaped his purpose and mission. From rebuilding his life after being declared dead on the scene, Nathan has gone on to build multiple successful ventures across real estate development, restoration, wellness, and education. He is the founder of Testament Real Estate, Phoenix Real Estate Restoration, and the True Wealth Academy, as well as a growing media brand centered around generational wealth, personal growth, and time freedom. Guided and mentored by Sharon Lechter, Nathan blends timeless wealth principles with a modern, purpose-driven approach that resonates with the next generation of entrepreneurs and investors. His work emphasizes the pillars of financial literacy, intentional leadership, and building a legacy rooted in impact. Nathan is currently leading several major development projects—including the Galveston Skyline mixed-use district in Fort Worth and a master-planned resort and casino village in Colorado—and his message has gained national traction, earning endorsements from leaders like Ken McElroy, Russell Gray, Marcin Drozdz, and Mark Victor Hansen. Through his book, speaking engagements, and the True Wealth community, Nathan is inspiring others to rise above adversity, unlock their God-given potential, and build wealth that lasts across generations. How to Connect With Nathan Website: NathanBarkocy.com LinkedIn: https://www.linkedin.com/in/nathanbarkocy Facebook: https://www.facebook.com/p/Nathan-Barkocy-100080039299725/ Instagram: https://www.instagram.com/nathanbarkocy YouTube: https://youtube.com/@nathanbarkocy Recommended Resources  https://nathanbarkocy.com/book-presale Old Wealth, New Wealth, True Wealth

Send us a text“Always know that everything will work out and have faith in yourself.”- Jason ShurkaExclusive Insights from This Week's EpisodesWhat if your daily energy isn't just about feeling good—it's the hidden force exploding your business wealth and freedom? In this eye-opening episode, visionary founder Jason Shurka reveals how prioritizing health through light therapy, mindset shifts, and purpose unlocks unstoppable growth, sharper decisions, and a fulfilling empire. You'll gain actionable insights to ditch sickness, boost vitality, and align your mission for massive ROI in profits and life satisfaction. Listen now and transform your health into your ultimate business weapon.EPISODE HIGHLIGHTS00:07 The health wake up call through injuries, surgeries, and a near amputation moment00:10 The scalability advantage of non invasive light based healing modalities00:13 The brutal stats: heart disease, cancer, and medical errors as top killers00:14 Why doctors are not trained in nutrition and the system is built for symptom management00:16 Jason's encounter with a network focused on disclosure, awareness, and healing00:19 The language of energy and how words shape outcomes in business and life00:22 The law of reflection and why your team mirrors your leadership00:25 Why celebrating small wins builds momentum faster than chasing massive goals00:30 The science: increased cellular electrical conductivity and why it matters00:32 The real threats to health: dirty water, dirty food, dirty thoughts, dirty electricity00:35 The hard business lesson: trust people, but protect yourself with boundariesFull show notes, transcript, and resources for this episode:https://podcast.deepwealth.com/508The Deep Wealth Podcast Most entrepreneurs do not fail.They just carry too much for too long. The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit. The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most investors focus on returns. Smart investors focus on what they keep after taxes. In this episode of Retire Smarter, we break down how two portfolios can earn the same return—and still produce dramatically different tax outcomes. This isn't about predicting markets or chasing performance. It's about making structural investment decisions that reduce taxes and improve after-tax results in 2026. We walk through how to use tax-loss carryforwards intentionally, including how they interact with capital gains, Roth conversions, and rebalancing decisions—and why waiting indefinitely to realize gains is often a costly mistake. We also cover asset location strategy, explaining why where you hold investments (taxable, tax-deferred, or Roth) often matters more than the investments themselves. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth Here's some of what we discuss in this episode:

In this mailbag edition, Joe Curry answers five of the most common retirement planning questions Canadians ask—covering retirement income planning, target asset allocation, RRSP-to-RRIF withdrawal strategies, and tax-efficient investing. You'll learn how to estimate what you actually need in retirement, avoid rules-of-thumb mistakes, and make smarter choices about withdrawals, taxes, and where your investments are held.   Resources To request a link to fill out the Retirement Income Style Assessment (RISA), or to submit your own questions (perhaps they will end up in our next mailbag episode!), email us at info@retirementplanningsimplified.ca   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   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.

                                  Listen in as Erin and Sharon discuss: How early exposure to money conversations and entrepreneurship shaped her lifelong mission around financial literacy and empowerment Why one of her "worst" business decisions ultimately led to her best life decision — and how closing one door often opens many others The powerful distinction between chasing income vs. building assets — and why assets only get "sexier" with time. Sharon introduces the core message of her upcoming book Old Wealth, New Wealth, True Wealth — redefining success as who you become, not just what you earn.  A reminder that it's never too late to start, pivot, or rebuild — especially when guided by mentorship, clarity, and aligned risk tolerance.                                            About Sharon Lechter is internationally recognized as a financial literacy expert, keynote speaker and business mentor. She is a 5 time New York Times Bestselling author, successful entrepreneur, philanthropist, and enjoyed a 35 year career as a licensed CPA. She has advised two US Presidents on the topic of financial literacy. Sharon co-authored the international bestseller Rich Dad Poor Dad and 14 other books in the Rich Dad series. In 2008, when the economy crashed, she was asked by the Napoleon Hill Foundation to help re-energize the teachings of Napoleon Hill. Her best-selling Think and Grow Rich books with the Foundation include Three Feet from Gold, Outwitting the Devil, Think and Grow Rich for Women and Success and Something Greater. She is also featured in the movie Think and Grow Rich: The Legacy and on the national television series World's Greatest Motivators. In 2021, Sharon's title, Exit Rich was released to support entrepreneurs in building value and scalability in their businesses so they can be in the position of greatest potential. Her newest title, How Money Works for Women was released in cooperation with WealthWave Media, a leading publisher of financial education materials in support of women taking control of their financial wellbeing. Sharon's numerous accolades include most recently an Independent Press award, Trailblazer Legend award and the Presidential Lifetime Achievement award. Sharon continues to drive innovation through technology in collaboration with IQ Hall, a cutting-edge AI-powered educational platform endorsed by UNESCO and aligned with United Nations Sustainable Development Goals. How to Connect With Sharon Website: www.sharonlechter.com LinkedIn: https://www.linkedin.com/in/sharonlechter/ Facebook: https://www.facebook.com/AuthorSharonLechter/ Instagram: https://www.instagram.com/sharonlechter/

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, walks through a practical Retirement Planning Checklist for 2026, focused on the financial moves that matter most in the first few weeks of the year. From front-loading 401(k) and HSA contributions to planning Roth conversions, setting up Qualified Charitable Distributions, and rebalancing after a strong 2025, we break down what to do—and what mistakes to avoid. If you want to start 2026 with confidence—and avoid scrambling at tax time—this checklist is your roadmap. Here's some of what we discuss in this episode: ✅ January is the ideal time to reassess contributions, withdrawals & tax strategies

If your retirement plan feels boring, that might actually mean it's working. In this episode, Joe Curry explains why disciplined, boring retirement planning leads to better long-term outcomes — and how chasing excitement, headlines, or FOMO can quietly derail your retirement income strategy.   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   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.

This episode marks Rose Claverie's second conversation with Satish Kumar for the Harvest series.Following their first interview on courage, they reunite to explore a question that feels especially meaningful at the beginning of a new year: how can we live a simpler life?In this gentle and deeply inspiring dialogue, Satish Kumar shares his timeless wisdom on simplicity, inner clarity, and living in alignment with what truly matters, a beautiful way to open the year with intention and perspective.The official website for the Satish Kumar Foundation, the charity set up to continue Satish Kumar's legacy and support initiatives like Schumacher College.Chapters00:00 – Welcome to Harvest00:29 – Why simplicity matters today01:50 – Living in a world of inequality02:30 – Time, possessions, and lost joy03:40 – Cities, speed, and the coffee example05:00 – “I am the CEO of my life”06:35 – Elegant Simplicity and real wealth07:35 – Sustainability and nature's economy09:25 – Abundance vs greed10:50 – The BUD principle: Beautiful, Useful, Durable12:00 – Contentment and sufficiency13:55 – Climate change and root causes15:50 – Why change must come from citizens17:50 – Education of head, heart, and hands21:55 – We are nature, not separate from it23:15 – Closing reflectionsYou can follow us on Instagram at @HarvestSeries or @rose.claverie for updates.Watch our podcast episodes and speaker sessions on YouTube: Harvest Series.Credits:Sound editing by: @lesbellesfrequencesTechnician in Kaplankaya: Joel MoriasiMusic by: ChambordArtwork by: Davide d'AntonioHarvest Series is produced in partnership with Athena Advisers and Capital PartnersHarvest Series Founders: Burak Öymen and Roman Carel

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 of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   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.    

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Over the past month, we released a six-part video series breaking down how ultra-wealthy investors think about taxes, and more importantly, how they legally minimize them. In this episode, we've stitched the entire Tax-Aware, Long-Short (TALS™) Strategy series together to allow you to hear the full framework in one place, and we're making it our year-end podcast episode. We'll talk about why traditional tax strategies fall short for high earners, how advanced tax-aware investing actually works, and the investment structures that have historically been reserved for ultra-high-net-worth families but are now becoming accessible to more investors. If you want to see the charts, visuals, and examples that go along with this discussion, you can watch the full six-part video series on YouTubehere: https://www.youtube.com/playlist?list=PLz7lSTNSHng4fplwiwAD_26ou4CCU_GP-   Here's some of what we discuss in this episode:

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 Retirement Planning Simplified Blog   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!   Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   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.

I'm incredibly honored to sit down with Sharon Lechter — someone whose work has influenced tens of millions of entrepreneurs and investors around the world, including me personally. Sharon is an internationally recognized financial literacy expert, five-time New York Times bestselling author, successful entrepreneur, philanthropist, and former CPA with over 35 years of experience. She co-authored Rich Dad Poor Dad and more than a dozen books in the Rich Dad series, advised two U.S. Presidents on financial literacy, and helped re-energize the teachings of Napoleon Hill through books like Three Feet from Gold, Outwitting the Devil, and Think and Grow Rich for Women. //CONNECT WITH SHARON Website: https://sharonlechter.com Email: info@sharonlechter.com LinkedIn: Sharon Lechter Instagram / Facebook / X: @SharonLechter In this conversation, Sharon and I go far beyond basic money talk. We discuss: - Why real estate is one of the fastest paths to wealth — and where investors get stuck - How to think about leverage, diversification, and risk at different stages of life - The difference between being "asset rich" and actually being wealthy - What happens after a liquidity event — and why many entrepreneurs struggle with it - How to raise kids around money without creating entitlement - Why legacy isn't about net worth, but impact, stewardship, and contribution Sharon also shares her personal success equation, how faith and fear shape financial decisions, and why true wealth includes your relationships, health, and ability to give back — not just your balance sheet. If you're a real estate investor, entrepreneur, or business owner who's already doing well but wants clarity on how to build something that lasts for generations, this episode will challenge how you think about money and success.

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 wealth, and what disciplined retirees do instead.   Resources 10 Assets Canadian Retirees Never Buy - And Poor Ones Always Do - Original Youtube Video for Your Retirement Planning Simplified The Rational Reminder Podcast, hosted by Benjamin Felix and Dan Bortolotti Your Retirement Planning Simplified Blog Matthews + Associates Website   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   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.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2832: J.D. Roth reflects on the unconventional life and quiet wisdom of his friend Sparky, whose minimalist lifestyle and relentless frugality funded a rich life of freedom, travel, and purpose. Through Sparky's example, and his sudden loss, we're reminded that true wealth isn't about possessions or income, but about meaning, relationships, and how we choose to spend our limited time. Read along with the original article(s) here: https://www.getrichslowly.org/the-razors-edge-lessons-in-true-wealth/ Quotes to ponder: "Please, my friends, always remember that true wealth has nothing to do with money. True wealth is built from friends and family, from experiences and relationships, it is derived from a life filled with meaning." "Develop a plan that is so amazing, so glowing, that you are willing to walk blurry-eyed to work every day to make the money necessary to reach the light."  

In this conversation, Nathan Barkocy discusses his journey from a competitive cyclist to a successful entrepreneur and author of 'Old Wealth, New Wealth, True Wealth.' He emphasizes the importance of redefining wealth for a new generation, focusing on the balance between old and new wealth, and the significance of time as a valuable asset. Nathan also shares insights on creative financing in real estate and the role of the Main Street Media Network in empowering young entrepreneurs. Ultimate Show Notes:  00:00:00 - Introduction to the podcast and guest Nathan Barkocy 00:01:05 - Nathan's background and journey as a competitive cyclist 00:04:41 - The concept of true wealth and its relation to time 00:08:05 - Explanation of old wealth versus new wealth 00:09:29 - Overview of the book's narrative structure and its lessons 00:12:15 - Discussion about the Main Street Media Network and its mission 00:17:07 - Strategies for young people to enter entrepreneurship and real estate Connect with Nathan:   https://nathanbarkocy.com/  Learn More About Accountable Equity: Visit Us: http://www.accountableequity.com/  Access eBook: https://accountableequity.com/case-study/#register Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Roth IRAs and Roth 401(k)s are powerful tools — but most people use them without a clear strategy. In this episode, Tyler Emrick, CFA®, CFP®, breaks down how to think about Roth accounts before retirement, after retirement, and even how they impact your spouse and your legacy. We'll explore how to decide between pre-tax and Roth contributions while you're still working, why your tax bracket today may not be your tax bracket in the future, and how early retirees can position assets to maximize ACA healthcare credits Then, in retirement, we dive into one of the biggest planning questions: Should you prioritize Roth conversions or taxable gain harvesting? We explain the differences, how each affects your tax bill, and why IRMAA, NIIT, and future cash-flow needs all play a major role. Here's some of what we discuss in this episode:

Most millionaires are “rich on paper” but still broke in reality. Discover how to break free from that trap. In this episode, Kris Krohn reveals why equity and retirement accounts aren't enough, and how smart real estate investing creates lasting passive income. If you're ready to build financial freedom, reclaim your time, and live with purpose, this conversation is your roadmap to true wealth.

In this episode, Howard Klieger, Founder and Managing Partner of Walled Lake Planning and Wealth Management, discusses his path from broker to planner, the psychology behind investing, and the importance of clear family communication and thoughtful portfolio design.

At the age of 16, Nathan was ranked in the top ten nationally as a professional  cyclist until one day he was struck by a vehicle going 6MPH. After being  pronounced dead at the scene, he was taken to a hospital and remained in a  coma for 2weeks. Nathan joins Sharon to discuss his journey to recover,  reinvention and how he turned his tragedy into inspiration and created a  multimillion dollar real estate portfolio along the way. They also discuss their new book they are co-authoring, Old Wealth, New Wealth, True Wealth. To learn more  about Nathan and access his True Wealth Blue Print, visit www.nathanbarkocy.com. 

Sometimes freedom isn't about adding more, it's about releasing what no longer serves you.This week on the LifePilot Podcast, I'm honored to speak with Genine Howard—entrepreneur, mentor, and world traveler—who chose a path most of us only whisper about in quiet moments: she let go of it all. The house. The cars. The furniture. One suitcase per person. And with her family, she crossed half the globe to build a new life on a quiet Greek island.I recently saw a post she made on Instagram that stoped scrolling and got me booking her on my podcast: Genine and her family had sold everything, the house, the cars, the furniture, packed one suitcase each, and moved to the other side of the world.What began as a simple wish to step off the hamster wheel became a full rebirth of wealth, of purpose, of joy. She learned to navigate visas and unfamiliar streets. She sat with culture shock and chose curiosity over fear. She traded certainty for possibility, pausing her business, teaching herself crypto, creating a whole new business and rediscovering what it means to live, not just perform. Her story isn't about escaping. It's about returning to herself, to her family, to a life that breathes. If you've ever felt the slow pull of a life that once felt like freedom but now feels like a quiet prison… this conversation is for you. Not to convince you to sell everything. But to remind you: you already have the right to imagine something deeper. And sometimes, all it takes is the courage to take the first step, even without a map.What You'll Learn:Why Genine and her family decided to sell everything and leave Australia for GreeceThe surprising reality (and synchronicities!) behind their move abroadHow taking a business sabbatical led to a whole new path in wealth creationWhat it takes to homeschool and raise globally minded kids while living abroadHow Genine rebuilt her relationship with money, learning to grow wealth instead of just making incomeWhy simplicity, community, and intuition became her new success metrics Hosted on Acast. See acast.com/privacy for more information.