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The Canadian Money Roadmap
Evan Neufeld, CFP®
A Simple Way to Plan Your Ideal Life
26 АВГ, 202620 МИН
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On this episode of the Canadian Money Roadmap, Evan and Sam reflect on their summer highlights and use them to walk through a four-step framework — awareness, priorities, feasibility, and a to-do list — for aligning your spending and time with what actually matters to you as you plan for 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

