
The Canadian Money Roadmap
Invest smarter, master your money, live & give more
The Canadian Money Roadmap
The bank is ruining their chances at retirement!
•
Evan Neufeld, CFP®
•
Episode 158
In this episode of the Canadian Money Roadmap, Evan Neufeld discusses a real-life case study of a couple, Cal and Steph (**not their real names...), who were frustrated with the advice they were getting from the bank.
He identifies three main issues: poor use of RRSPs, overly conservative asset allocation, and high investment fees. Evan explains how simple adjustments in these areas can significantly improve retirement outcomes
Thinking about retirement? Get your Retirement Readiness Score 🇨🇦
Build your Retirement Plan With Evan
Contact Evan