The Canadian Money Roadmap

Make $900,000 Last in Retirement

Send us Fan MailNearly two-thirds of Canadian pre-retirees don't have a retirement withdrawal plan.  On this episode of the Canadian Money Roadmap, Evan and Sam use a case study to show how optimizing your withdrawals during retirement can have a significant impact on your available investments and estate projection. YouTube Link: https://youtu.be/6flzb8rwtP4📱 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.

Stocks, Bonds, or a Cash Wedge — What's Right for Your Retirement?

Send us Fan MailIn this episode, Evan and Sam explore new research challenging the conventional wisdom of shifting to bonds as you near retirement, making the case that a globally diversified equity portfolio — tailored to your personal risk tolerance, capacity, and financial needs — may actually give you better odds of reaching your retirement goals. 📱 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.

10 Years Helping Canadians Retire: Here's What I've Learned

Send us Fan MailIn episode 200 of the Canadian Money Roadmap, Evan reflects on how his views on financial planning have evolved over his first decade in the industry. 📱 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.

Accelerate your Savings with this 100 Day Challenge

Send us Fan MailOn this episode, Evan and Sam propose a new savings challenge that will allow people to save over $5,000 in 100 days. 📱 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.

76% of You Still Need a Retirement Plan

Send us Fan MailOn this episode, Evan and Sam analyze the results from their Financial Foundation Scorecard — revealing that while listeners excel at saving, budgeting, and debt management, most lack a written retirement plan and the confidence to know if they're truly on track for retirement. 📱 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.