The Canadian Money Roadmap

The Most Overlooked Step in Retirement Planning

Evan Neufeld, CFP® Episode 137

In today's episode of the Canadian Money Roadmap Podcast, we embark on the first step in building your retirement roadmap. I'll share insights into getting your finances ready for this major life event, emphasizing the importance of organization. I'll also recount some personal experiences from our summer camping trips to highlight the significance of having a proper plan. Plus, don't miss the introduction of a fantastic tool to help you stay organized, covering everything from listing your investment accounts to ensuring your insurance details are in order. Join me and take the first step toward a well-organized financial future.

Download The Full Financial Picture Spreadsheet

Invest With Evan

Become more confident with your money - Financial Foundations Course





People on this episode

Podcasts we love

Check out these other fine podcasts recommended by us, not an algorithm.

The Rational Reminder Podcast Artwork

The Rational Reminder Podcast

Benjamin Felix & Cameron Passmore
Trillions Artwork

Trillions

Bloomberg
The Journal. Artwork

The Journal.

The Wall Street Journal & Gimlet
The Pitch Artwork

The Pitch

Josh Muccio