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Invest With Evan
Watch this episode on YouTube
In today's episode of the Canadian Money Roadmap Podcast, we continue our Retirement Roadmap Series by focusing on the foundational elements necessary for a secure retirement. We discuss essential steps like ensuring consistent cash flow, getting disability and life insurance, setting up a will, and eliminating high-interest debt. We also feature a real-world analogy of the Millennium Tower in San Francisco to underline the importance of a strong foundation. Join us as we outline how to set the groundwork for a stable financial future.
00:00 Introduction to the Retirement Roadmap Series
00:34 The Importance of a Solid Financial Foundation
03:54 Step 1: Managing Cashflow
07:47 Step 2: Disability Insurance
11:56 Step 3: Life Insurance
19:08 Step 4: Creating a Will
22:33 Step 5: Tackling High-Interest Debt
28:14 Conclusion and Next Steps
🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing
🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast
✨ Get your money organized - Your Full Financial Picture Spreadsheet
By Evan Neufeld, CFP®Invest With Evan
Watch this episode on YouTube
In today's episode of the Canadian Money Roadmap Podcast, we continue our Retirement Roadmap Series by focusing on the foundational elements necessary for a secure retirement. We discuss essential steps like ensuring consistent cash flow, getting disability and life insurance, setting up a will, and eliminating high-interest debt. We also feature a real-world analogy of the Millennium Tower in San Francisco to underline the importance of a strong foundation. Join us as we outline how to set the groundwork for a stable financial future.
00:00 Introduction to the Retirement Roadmap Series
00:34 The Importance of a Solid Financial Foundation
03:54 Step 1: Managing Cashflow
07:47 Step 2: Disability Insurance
11:56 Step 3: Life Insurance
19:08 Step 4: Creating a Will
22:33 Step 5: Tackling High-Interest Debt
28:14 Conclusion and Next Steps
🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing
🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast
✨ Get your money organized - Your Full Financial Picture Spreadsheet

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