The Canadian Money Roadmap

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In this episode, Evan and Sam address three common investor fears — expensive stock valuations, market concentration in big tech, and AI as a potential bubble — and explain how a diversified, evidence-based portfolio that tilts toward value stocks, small caps, and profitable companies across geographies can mitigate those concerns without needing to predict the future.
📱 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

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Evan and Sam walk through the financial planning levers you can still pull when your retirement date is already locked in — covering withdrawal order and tax efficiency, CPP/OAS timing, TFSA strategy in retirement, portfolio risk and fees, budgeting for major purchases, reviewing insurance needs, and updating your will and power of attorney.
📱 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

Send us Fan Mail
In this episode, Evan and Sam walk through a financial planning case study for a fictitious 45-year-old couple with workplace pensions and a mortgage, showing how aggressively paying off debt and then redirecting that cash flow into TFSAs can fund major goals like travel, a home renovation, and a vehicle purchase while still ensuring a confident 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

Send us Fan Mail
In this episode, Evan and Sam introduce a simple four-part framework — give, create, connect, and move — to help retirees build a fulfilling, purposeful lifestyle beyond just having enough money to stop working.
📱 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

Send us Fan Mail
In this episode, Evan and Sam recap their 100-day Savings Ladder Challenge  sharing what worked, what didn't, and the key lessons—automation beats willpower, hard pushes should be tied to specific goals, and accountability helps—while also discussing the surprising content-creation results from posting daily short-form videos.
📱 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