The Canadian Money Roadmap

The Market Changes Faster Than You Think: Build a Resilient Financial Plan

Send us Fan MailOn this episode of the Canadian Money Roadmap, Evan and Sam argue that markets and life change too fast to predict, so financial success depends not on timing the market but on building a diversified, evidence-based plan focused on the variables you can actually control.📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.💰Get your money organized - Full Financial Picture Spreadsheet

Financial Red Flags: Bad Advice We've Seen Recently

Send us Fan MailIn this episode of the Canadian Money Roadmap, Evan and Sam examine common examples of bad financial advice they've encountered online and with real clients — including chasing past returns, being pressured to commute a pension into a complex insurance product, and having locked-in investments (like labor-sponsored funds and GICs) placed in accounts where money is needed by a specific deadline.📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.💰Get your money organized - Full Financial Picture Spreadsheet

The Simple Financial Check-In You Need

Send us Fan MailOn this episode of the Canadian Money Roadmap, Evan walks through his semi-annual "full financial picture" review process — a simple spreadsheet exercise that tracks net worth, insurance, and estate planning documents — and explains how to use it as a starting point for couples to get on the same page about their finances.📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.💰Get your money organized - Full Financial Picture Spreadsheet

2026 Mid-Year Market Update: Performance, Trends, and Misleading Headlines

Send us Fan MailOn this episode of the Canadian Money Roadmap, Sam and Evan discuss how the markets have performed over the first half of 2026 covering how international stocks (especially South Korea) are outperforming the US, value stocks are beating growth stocks, the Magnificent Seven have stalled, and speculative assets like Bitcoin and gold have failed to act as expected hedges.📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.💰Get your money organized - Full Financial Picture Spreadsheet

TFSA vs RRSP, Investing vs Mortgage & Other Money Debates

Send us Fan MailIn this episode of the Canadian Money Roadmap podcast, Evan and Sam play a game of "This or That," debating personal finance preferences across six topics: TFSA vs. RRSP, paying down your mortgage vs. investing, stocks-only vs. including bonds in your portfolio, lump sum vs. dollar cost averaging, buying vs. renting a vacation property, and leaving an inheritance vs. giving money while alive.📱 Book an intro call - Cedar Point Pathway retirement planning service📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.💰Get your money organized - Full Financial Picture Spreadsheet