Show Notes
Comments or questions? Text us here On this episode of the Canadian Money Roadmap, Evan and Sam reflect on their summer highlights and use them to walk through a four-step framework — awareness, priorities, feasibility, and a to-do list — for aligning your spending and time with what actually matters to you as you plan for retirement. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are ...
More from The Canadian Money Roadmap
Comments or questions? Text us here In this episode, Evan interviews Adam Chapman about how annuities and guaranteed income sources can give Canadian retirees the confidence to spend freely in retirement by covering their essential expenses. Find Adam on LinkedIn Adam Chapman - YESMoney 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps ...
Comments or questions? Text us here In this episode, Evan and Sam address three common investor fears — expensive stock valuations, market concentration in big tech, and AI as a potential bubble — and explain how a diversified, evidence-based portfolio that tilts toward value stocks, small caps, and profitable companies across geographies can mitigate those concerns without needing to predict the future. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Retirement Readin...
Comments or questions? Text us here Evan and Sam walk through the financial planning levers you can still pull when your retirement date is already locked in — covering withdrawal order and tax efficiency, CPP/OAS timing, TFSA strategy in retirement, portfolio risk and fees, budgeting for major purchases, reviewing insurance needs, and updating your will and power of attorney. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Retirement Readiness Scorecard - A free 5-min...
Comments or questions? Text us here In this episode, Evan and Sam walk through a financial planning case study for a fictitious 45-year-old couple with workplace pensions and a mortgage, showing how aggressively paying off debt and then redirecting that cash flow into TFSAs can fund major goals like travel, a home renovation, and a vehicle purchase while still ensuring a confident retirement. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Retirement Readiness Scorecar...
Comments or questions? Text us here In this episode, Evan and Sam introduce a simple four-part framework — give, create, connect, and move — to help retirees build a fulfilling, purposeful lifestyle beyond just having enough money to stop working. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps to address. 💰Get your money organized - ...