The Canadian Money Roadmap
Invest smarter, master your money, live & give more
The Canadian Money Roadmap
The bank is ruining their chances at retirement!
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode of the Canadian Money Roadmap, Evan Neufeld discusses a real-life case study of a couple, Cal and Steph (**not their real names...), who were frustrated with the advice they were getting from the bank.
He identifies three main issues: poor use of RRSPs, overly conservative asset allocation, and high investment fees. Evan explains how simple adjustments in these areas can significantly improve retirement outcomes
📝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.
🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing
Podcasts we love
Check out these other fine podcasts recommended by us, not an algorithm.
The Rational Reminder Podcast
Benjamin Felix, Cameron Passmore, and Dan Bortolotti
Animal Spirits Podcast
The Compound
The Intelligence from The Economist
The Economist
The Compound and Friends
The Compound
Trillions
Bloomberg
The Journal.
The Wall Street Journal & Spotify Studios
Standard Deviations with Dr. Daniel Crosby
Dr. Daniel Crosby