
The Canadian Money Roadmap
Invest smarter, master your money, live & give more
The Canadian Money Roadmap
The bank is ruining their chances at retirement!
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Evan Neufeld, CFP®
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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
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