The Canadian Money Roadmap

Evan Neufeld, CFP®

Stop Obsessing Over Your Portfolio. These 7 Decisions Matter More Than You Think

SEP 2, 202630 MIN

Description

Send us Fan Mail In this episode, Evan and Sam explore seven financial decisions—spending, savings rate, retirement timing, CPP/OAS timing, tax and account strategy, investor behavior, and stress-testing your plan—that matter more to your financial success than fine-tuning your investment portfolio. 📱 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