The Art of Succession · 2025-11-18 · 1h 5m
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your score, get your plan. (It’s FREE!) - Want to be a guest on our podcast? Apply and share your expertise with our audience at - Welcome to The Art of Succession Podcast. Host Barrett Young talks with Joseph Curry , Founder of Retirement Planning Simplified and a CFP/CEPA specializing in small business succession and retirement. Joseph shares his journey from joining his father’s advisory firm to buying and transforming another advisor’s practice. He talks about shifting to evidence-based investing, narrowing his client focus, and building systems that allow him to serve fewer clients with more depth. He also discusses how exit planning helps business owners shape a future they can enjoy. Joseph shares his experience of buying and reshaping a financial advisory firm. They explore Joseph’s path from working in his father’s practice to building a client-focused, planning-first business. He explains how he shifted away from transactional services, adopted evidence-based investing, and used education to better serve clients.
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