Jul 11, 2022
Joe Curry is a financial planner in Peterborough, Ontario, Canada, and host of the podcast, Your Retirement Planning Simplified. This is the first time there has been a financial planner from outside the U.S. on the show, and today we get the opportunity to see how he delivers massive value through tax planning. Listen in as we discuss everything from how to add tax planning services to leveraging tax brackets, as well as how Joe schedules meetings and gets his team involved in the tax planning process.