
Sign up to save your podcasts
Or


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
🗣️ 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®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
🗣️ 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

18 Listeners

71 Listeners

64 Listeners

468 Listeners

26 Listeners

20 Listeners

79 Listeners

27 Listeners

12 Listeners

33 Listeners

15 Listeners

47 Listeners

8 Listeners

59 Listeners

10 Listeners