The Canadian Money Roadmap

Send us Fan Mail In this episode of the Canadian Money Roadmap, Evan and Sam consider how much Canadians need to save for retirement based upon the recommendations in two Canadian finance books The Wealthy Barber and The Rule of 30. They also discuss other insights from both books. 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommend...

Send us Fan Mail On this episode of the Canadian Money Roadmap, Evan and Sam discuss the implications of Canadians holding more cash. The episode distinguishes between emergency funds, planned spending, and a "sleep at night" buffer, while warning against using cash as a market-timing tool. 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recomm...

Send us Fan Mail On this episode, Evan and Sam consider the practicality of retiring in Canada without pension through a case study of Tracy and Derek, who have saved $500,000 at age 50. 📝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 an...

Send us Fan Mail On this week's episode, Evan and Sam discuss key reasons to file your taxes, the relationship between taxes and financial planning, and discuss ways to use your tax refund to optimize saving. 📝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 Poin...

Send us Fan Mail On this episode of the Canadian Money Roadmap, Evan and Sam discuss how to balance family spending and retirement savings across three life stages — early parenthood, supporting older kids, and legacy/retirement planning. 📝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. 🌳 Co...