The Canadian Money Roadmap

The bank is ruining their chances at retirement!

• Evan Neufeld, CFP® • Episode 158

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0:00 | 17:03

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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

📱 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.

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