We’re excited to announce that we’re relaunching the podcast… It’s our intention to share our knowledge on the world of financial planning so we can help others, and this next phase of the podcast will be focused on doing just that. In this episode, we’ll let you know what to expect from the show going forward and get new listeners up to speed on who we are and what we do. We’ll also tackle the question on everyone’s minds: “What’s happening with the economy?”—and share how you can make a plan f...
Sep 27, 2023•21 min•Ep. 81
Last week, the SECURE Act 2.0 was signed into law. What does this mean for you and your retirement? In this episode, we cover the most important changes from the SECURE Act 2.0 that you need to be aware of. These changes include: Age for required minimum distributions Effects on retirement accounts Automatic enrollment Treatment of student loan payments Distributions from 529 plans to Roth IRAs And more...
Feb 01, 2023•22 min•Ep. 80
What are the 5 financial risks you will face in retirement (& how do you avoid them)? With the right planning, you can create your own secure retirement… That means having the money for the life you want … But traditional planning doesn’t work for retirement… Wealth distribution is very different from wealth accumulation… In this podcast, we show you how to prepare for the top 5 financial risks in retirement and achieve financial balance....
Jan 18, 2023•50 min•Ep. 79
Medicare is a complicated topic with a lot of moving parts… But as you reach retirement age, you’ll need to make decisions about Medicare. We all need to cover healthcare costs as we get older—there’s no avoiding it. In this webinar, we’ll cover everything you need to know to get started with Medicare planning so you can prepare for a secure retirement. We’ll answer common questions about Medicare, such as: What does Medicare cover? When & how do I enroll in Medicare? Which Medicare option i...
Jan 04, 2023•55 min•Ep. 78
Many people make decisions about taxes in a vacuum… But taxes have a significant impact on your finances in retirement. The good news is that there are proven strategies to optimize your income so you can minimize your taxes. In this podcast, we’ll show you how tax diversification can help you build a secure retirement. Listen to learn: How tax rates will change in the future Why it’s a myth that you’ll have less income in retirement How different types of investments are taxed The difference be...
Nov 16, 2022•48 min•Ep. 77
Planning when you’ll take Social Security might be the most important decision you make for your retirement… It impacts your income for the rest of your life (and your spouse’s income, too)… The decision you make determines your destiny… You need to make the decision that leads to your secure retirement—you’ll have the money to do the things you want and live worry-free. In this episode, we’ll cover the basics of Social Security and help you understand this important decision. Listen to learn: W...
Oct 05, 2022•1 hr•Ep. 76
When it comes to planning for retirement, the decisions you make today determine your destiny tomorrow. And no matter what stage of life you’re at, making a plan now will ensure that you can retire with maximum freedom, security, and enjoyment. If you wait any longer, your time and money are on the line. In this webinar, we answer the most common questions about retirement and show you how to plan for a secure future. Listen to learn: How to get the most out of FRS benefits When is the best time...
Sep 14, 2022•59 min•Ep. 75
What’s the most important thing you can do today for yourself and your family? Plan for life insurance--before it’s too late. But what type of life insurance should you buy? When should you buy it? And who should you buy it from? How can you create wealth for yourself today AND leave a legacy behind when you die? This podcast episode breaks down life insurance fundamentals and shows you how to get the most out of this essential financial tool. Listen to learn: Why you can’t wait any longer to pl...
Aug 31, 2022•1 hr 2 min•Ep. 74
In today’s episode, I sit down with my friend Steve Gordon to talk about overcoming adversity, or how to deal with life's ambushes. You may already know my story, but if you haven’t listened lately, we’ll catch you up on one of those life changing ambushes I faced earlier this year. What I went through was by far the most difficult, life changing, game changing event I’ve ever faced, yet it's given me insight and wisdom I wouldn’t have gotten otherwise. Listen as Steve and I walk through what ha...
Nov 24, 2021•48 min•Ep. 73
On this week’s episode of The Secure Retirement Podcast, April and I walk through the options for keeping more of your retirement income by paying less taxes—yes, we’re talking tax diversification and the strategies you can employ so your retirement income doesn’t get clobbered by taxes. As I say, “It’s not what you get, it's what you keep.” Listen as we break down the three types of retirement investment accounts and walk you through: Why it’s important not to put all of your retirement “eggs” ...
Nov 10, 2021•59 min•Ep. 72
On this week’s episode of The Secure Retirement Podcast, April and I break down my new book, “The Secure Retirement Method for Members of The Florida Retirement System.” This episode will benefit anyone who has a job or is looking to retire one day (even if you aren’t from Florida). As mentioned in this episode, “What we bring to the table is the ability to ask you questions you’ve never thought about and sometimes we question your answers. We all have a blind spot and need to be challenged some...
Oct 27, 2021•59 min•Ep. 71
On this week’s episode of The Secure Retirement Podcast, Ken Armstrong joins us. Ken is a lifetime learner who is passionate about seeking new horizons. Ken says, “I challenge my friends to seek new horizons every day whether retired or not… if we’re not seeking new horizons we’re standing in one place... not moving.” At 73, Ken is preparing to embark on the next big step in his quest to seek new horizons, the adventure of a lifetime. He’s planning a trip that will take him across 6 continents, ...
Oct 13, 2021•44 min•Ep. 70
Welcome to John H. Curry's Secure Retirement Podcast. In the last two episodes, Steve Gordon and I have talked about my health crisis, my mindset, and my journey back to work. Steve has nicknamed me “the most productive man in rehab,” but “...there is no “S” on my chest and no blue underwear. There were a couple of moments when I had some tough realizations. At those times I was glad I could step out of my own strength and into that of my team.” Today we’re talking about how I set my business up...
Sep 29, 2021•46 min•Ep. 69
On today’s episode of the Secure Retirement Podcast, I sit down with Steve Gordon for part two of our conversation. Steve and I discuss how I kept both my business and my personal life moving forward from rehab, when complications occurred during my recovery that kept me mostly isolated for 49 days. How’d I do it? Listen as I share the mindset tools I used to press forward, including: The number one thing you need to determine before moving forward How to leverage the who and not the how for you...
Sep 15, 2021•33 min•Ep. 68
I’m Back! As you know, I’ve been out of pocket for four months. Today, in my first episode since returning to work, I sit down for a personal interview with my friend Steve Gordon to discuss the shocking health crisis that both sidelined me and required me to make a life-changing decision with no time to weigh my options. Steve and I go deep into facing adversity head on and how I made peace with my circumstances. I share the challenges I faced in my journey, as well as: My advice for accepting ...
Sep 01, 2021•38 min•Ep. 67
On this week’s episode of The Secure Retirement Podcast , April Schoen talks about the importance of tax diversification in retirement. April discusses the three different types of retirement investments, offering examples of each type of account, how you can contribute to them, and their tax implications. Listen as she explains: Tax-deferred accounts Taxable or tax as you go accounts Tax-favored accounts or tax-free accounts How spreading out your retirement investments can help you keep more i...
May 26, 2021•47 min•Ep. 66
On this week’s episode of The Secure Retirement Podcast , April Schoen joins us to take a deep dive into the five financial risks you will face in retirement and how to overcome them. Additionally, April discusses retirement planning and what balance looks like in retirement. Listen in to learn more about the retirement red zone as well as: Mitigating financial risks Retirement planning: what works and what doesn’t Building a financially balanced retirement plan And more...
May 12, 2021•57 min•Ep. 65
On this week’s episode of The Secure Retirement Podcast, April Schoen joins us to discuss the best ways to pay for health care in retirement. We detail the key considerations you need to remember when it comes to Medicare, and go over how to create your detailed plan for what is usually the number one concern for anyone approaching retirement. We have an episode packed with valuable information to have at hand when you enroll in Medicare. We chat about transitioning to Medicare, as well as: Exac...
Apr 21, 2021•52 min•Ep. 64
This week, I’m joined by fellow North Florida Financial advisor, April Schoen, for a live seminar on Social Security. Over the course of the seminar, we're going to be talking about how social security works, what you need to know around the program, different payment scenarios, and also issues that surround the program. April and I have over 50 years of combined experience in retirement planning and we’ll be using that knowledge today to discuss Social Security with retirement in mind. We dive ...
Apr 07, 2021•49 min•Ep. 63
On this week’s episode of the Secure Retirement Podcast, we speak with Bonnie Bevis, a retiree with 35 years of work with Highway Safety under her belt. She began her career as a license examiner, and shares with us how she spent her years in public service while raising three children, as well as how she occupies her retirement time now. We chat with Bonnie about her extensive public service career, as well as: The need for a steady source of income Fixed Assets Department duties and how they’v...
Mar 24, 2021•36 min•Ep. 62
Our special guest on this week’s episode of the Secure Retirement Podcast is Helen Livingston. Helen was a teacher, a high school counselor, and a principal in Alabama, and earned both her Master’s and PhD, all while raising four children. She was also an integral part of opening the Medical School at Florida State University. Helen has had an extensive career in education and continues to stay busy and active in her version of retirement. “It's important that you take a good clear-eyed look at ...
Mar 10, 2021•44 min•Ep. 61
In our ninth and final episode of our series for members of the Florida Retirement System, Steve Gordon once again hosts our very own John Curry. We discuss an aspect of retirement that is necessary for absolutely everyone approaching this stage of their life to consider, mindset, and dive into how to successfully execute John’s Secure Retirement Method. We chat about the real motivations behind retirement, as well as: The spectrum of reasons why someone heads into retirement The four freedoms J...
Feb 24, 2021•29 min•Ep. 60
On this week’s episode of The Secure Retirement Podcast, we approach the end of our Florida Retirement System series. The information in this episode will be valuable to our viewers nationally, even if you are not a member of the Florida Retirement System, as these laws apply across the country. We address the universal Required Minimum Distributions and offer ways to prepare for them so you aren’t caught by surprise. John says, “No matter what type of retirement account you have, the day will c...
Feb 10, 2021•30 min•Ep. 59
On this week’s episode of The Secure Retirement Podcast, we focus on healthcare coverage, particularly Medicare Parts A - D, as we continue to address the key issues that affect members of the Florida Retirement System. With Medicare available from coast to coast, the information in this episode will be valuable to our listeners nationally, even for those outside of the Florida Retirement System. John says, “Most people do not feel the effects of healthcare, or inflation in general, until they'v...
Jan 27, 2021•27 min•Ep. 58
On this week’s episode of The Secure Retirement Podcast, we continue addressing the key issues that affect members of the Florida Retirement System with a special focus on Social Security. Even if you are not a member of the Florida Retirement System, this episode will be particularly useful because Social Security touches everyone nationally. John says, “For many people, Social Security is really the only guaranteed lifetime income. Folks who have a pension like the Florida Retirement System, t...
Jan 13, 2021•38 min•Ep. 57
On this week’s episode of The Secure Retirement Podcast, we continue our special series focused on the specific concerns of members of the Florida Retirement System. “Some people say they have the ability financially to retire, but they don't have the ability mentally to retire. And I call that part of the mindset,” says John. “When it comes to the subject of drop, it's not just about money. It's the mindset, what will you do with the money? Do you need the income right away? Do you defer it? Do...
Dec 30, 2020•25 min•Ep. 56
On this week’s episode of the Secure Retirement Podcast, we continue our series on the concerns of members of the Florida Retirement System (FRS), focusing this week on the mindset of retirement and what that means for your planning process. And, if you’re not a member of the FRS, stay tuned because the information provided in this series is still applicable to any recent retirees, or those in the planning stages. John says, “When you retire, every day is a Saturday. What do you do on Saturdays?...
Dec 16, 2020•25 min•Ep. 55
On this week’s episode of the Secure Retirement Podcast, we dive into the third episode in our series on the Florida Retirement System. Today we talk about an important topic that many people choose to avoid— factors to consider while thinking about tax deferral. We also ask the important questions you need answers to before making your final decision. “We're looking for opportunities to minimize tax. We want to avoid the tax, not evade the tax, because the difference between tax avoidance and t...
Dec 02, 2020•19 min•Ep. 54
On this week's episode, we speak about properly planning your secure retirement based on your personal financial situation. John explains the four FRS options, what they mean, and how each is designed to suit a specific situation.The discussion, while aimed specifically at members of the Florida Retirement System (FRS), gives valuable insights to anyone in the process of planning their retirement. “Some people choose one of the four options in a vacuum. They're all good, but they're designed for...
Nov 18, 2020•18 min•Ep. 53
This week’s episode of The Secure Retirement Podcast marks the beginning of a special series focused on the specific concerns of members of the Florida Retirement System. However, the key topics covered in this series will still relate, in principle, to any retiree, regardless of whether they are a member of the FRS. “I have clients from across all walks of life— doctors, lawyers, business owners, and we all have something in common. All of us. And that is: someday, we have a vision of retiremen...
Nov 04, 2020•18 min•Ep. 52
