The Canadian Money Roadmap

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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

📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
💰Get your money organized - Full Financial Picture Spreadsheet

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On this episode of the Canadian Money Roadmap, Evan and Sam reflect on their summer highlights and use them to walk through a four-step framework — awareness, priorities, feasibility, and a to-do list — for aligning your spending and time with what actually matters to you as you plan for retirement.
📱 Book an intro call - Cedar Point Pathway retirement planning service

📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
💰Get your money organized - Full Financial Picture Spreadsheet

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On this episode, Evan and Sam explore whether retiring before age 65 makes sense, weighing the financial trade-offs (lost government benefits, tax credits, income splitting) against lifestyle factors like health, purpose, and how you want to spend your time.
📱 Book an intro call - Cedar Point Pathway retirement planning service

📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
💰Get your money organized - Full Financial Picture Spreadsheet

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This episode walks through a practical framework—mandate, diversification, factor exposure, and cost—for evaluating whether an ETF or mutual fund actually deserves a place in your portfolio.
📱 Book an intro call - Cedar Point Pathway retirement planning service

📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
💰Get your money organized - Full Financial Picture Spreadsheet

Send us Fan Mail
In this episode of the Canadian Money Roadmap, Evan and Sam each draft 5 things they each believe are worth the money. Ranging from Toyota vehicles, paying off your credit cards, to a day at a Nordic spa, their selections spark conversations about how spending fits into financial plans. 
📱 Book an intro call - Cedar Point Pathway retirement planning service

📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
💰Get your money organized - Full Financial Picture Spreadsheet