EP #160: Simplifying Retirement with Joe Curry
The financial industry is ever changing. It doesn’t always seem be on the cutting edge like others, but it sure can get complicated.
Joe Curry is a Canadian Financial Planner with strong views on his role. He believes people in the space should be more approachable and that accurate information should be more easily accessible. He runs a planning firm and also has a website and podcast dedicated to simply providing information. And the key is simply.
This conversation is about Joe’s vision for a better consumer experience and his philanthropic endeavors. You’ll find yourself more knowledgeable about the world of finance and inspired to get active in your community after listening.
What You'll Learn In Today's Episode:
How Joe got into the financial business
About the comfort financial advisors can provide for people
What it’s like to be a financial advisor in Canada
About Joe’s podcast
What approachability means to Joe and his firm
What “true wealth” is to Joe and his firm
How to spend money (wisely)
How to make memories
What is holistic financial planning
Joe’s thoughts about the financial industry
Joe thoughts about serving clients
The values Joe’s practice employs
How Joe pledged $1 million to a local hospital
How to find places to make an impact
Ideas Worth Sharing:
“There are 1.6 million non-profits in the United States.” - Joe Curry
“They’re worried what it’s gunna look like when they’re gunna take money out of their nest egg.” - Joe Curry
“My career goals had nothing to do with philanthropy.” - Joe Curry
“I feel like half my job is getting them to spend more.” - Joe Curry
“Why not enjoy some of that handwork with your kids?” - Joe Curry
“An inheritance isn’t going to help your kids when their 60 or 70 years old as much as it is now.” - Joe Curry
“It’s something I’m passionate about so it doesn’t really feel like work.” - Joe Curry
“…not what are we retirement from but what are we retiring to.” - Joe Curry
“Every year we take that money and make a donation to a local charity.” - Joe Curry
“We’re not just putting in some money we’re actually bringing awareness around it.” - Joe Curry talking about his charitable work
“People don’t necessarily remember what they say, but they remember how a speaker makes them feel.” - Bob DePasquale
“It can be a mental block.” - Bob DePasquale speaking about getting “savers” to spend
“We try to be the quarterback of the team.” - Bob DePasquale speaking about Initiate Impact’s business approach
Resources In Today's Episode:
Joe Curry - LinkedIn
Retirement Planning Simplified - Instagram - Facebook - Podcast
Bob’s Book - Personal Finance in a Public World
This week’s E-Impact Blog Entry
Episodes Referenced:
EP #123: You Can Make an Impact at Any Age with Natalie Silverstein
