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The Canadian Money Roadmap
Evan Neufeld, CFP®
Stop Obsessing Over Your Portfolio. These 7 Decisions Matter More Than You Think
2 СЕН, 202630 МИН
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Описание
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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

