The Canadian Money Roadmap

The bank is ruining their chances at retirement!

Evan Neufeld, CFP® Episode 158

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

Retirement Readiness Scorecard 🇨🇦

Looking to retire in the next 10 years or less (age 45+)?



People on this episode

Podcasts we love

Check out these other fine podcasts recommended by us, not an algorithm.

The Rational Reminder Podcast Artwork

The Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, and Dan Bortolotti
Trillions Artwork

Trillions

Bloomberg
The Journal. Artwork

The Journal.

The Wall Street Journal & Spotify Studios
The Pitch Artwork

The Pitch

Josh Muccio