The Canadian Money Roadmap

Evan Neufeld, CFP®

$200K Income, Two Pensions, and No Retirement Savings: Can They Retire?

SEP 30, 202633 MIN

Description

Send us Fan Mail 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 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 - Full Financial Picture Spreadsheet