On this week's episode, Evan and Sam discuss key reasons to file your taxes, the relationship between taxes and financial planning, and discuss ways to use your tax refund to optimize saving. 

Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026

📝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.

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

On this episode of the Canadian Money Roadmap, Evan and Sam discuss how to balance family spending and retirement savings across three life stages — early parenthood, supporting older kids, and legacy/retirement planning. 

Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026

📝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.

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

On this episode of the Canadian Money Roadmap, Sam puts Evan in the hot seat and asks questions about market volatility, investment fees, retirement savings, and more. 

Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026

📝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.

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

In this episode, Evan discusses the value of staying invested during periods of market volatility, specifically the market decline triggered by fighting in the Middle East, explaining that diversified portfolios are still positive year-to-date and why panic-selling during downturns is a costly mistake.

Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026

📝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.

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

On this episode, Evan and Sam discuss why building a "better" investment portfolio requires looking beyond past performance to factors like diversification, fees, and turnover—challenging the oversimplified belief that higher returns automatically mean a better portfolio.

Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026

📝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.

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

In this episode, Evan and Sam explore whether historical patterns and current market data suggest there is an AI Bubble.

Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026

📝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.

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

In this episode, Evan  explains how Canadian government retirement programs (CPP, OAS, and GIS) work, emphasizing their value in retirement planning.

Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026

📝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.

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

In this episode, Evan examines the pros and cons of RRSP loans—borrowing money to contribute to your retirement savings. He notes  while RRSP loans offer tax deductions and lower interest rates, most people would be better off avoiding them due to the costs, risks, and limited flexibility of leveraged investing.

Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026

📝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.

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

In this episode, Evan explains how Canadian retirement income accounts—RRIFs, LIFs, and PRIFs—work, covering how to convert accumulation accounts into income-producing accounts, the minimum and maximum withdrawal rules, tax implications, and province-specific regulations for managing retirement savings.

Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026

📝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.

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

On this episode, Evan describes the key accumulation accounts available to Canadian  and their potential uses for investors.

Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026

📝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.

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing