Send us Fan Mail

On this episode of the Canadian Money Roadmap, Sam and Evan discuss how the markets have performed over the first half of 2026 covering how international stocks (especially South Korea) are outperforming the US, value stocks are beating growth stocks, the Magnificent Seven have stalled, and speculative assets like Bitcoin and gold have failed to act as expected hedges.

📱 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 of the Canadian Money Roadmap podcast, Evan and Sam play a game of "This or That," debating personal finance preferences across six topics: TFSA vs. RRSP, paying down your mortgage vs. investing, stocks-only vs. including bonds in your portfolio, lump sum vs. dollar cost averaging, buying vs. renting a vacation property, and leaving an inheritance vs. giving money while alive.

📱 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

This episode of the Canadian Money Roadmap explores why chasing past investment returns is a losing strategy. 

Hosts Evan and Sam explain that actively managed funds overwhelmingly underperform their benchmarks over time. 

They advocate for an evidence-based approach built on broad diversification, low costs, and factor-based investing (size, value, and profitability) aligned with a personalized financial plan.

📱 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

Nearly two-thirds of Canadian pre-retirees don't have a retirement withdrawal plan.  

On this episode of the Canadian Money Roadmap, Evan and Sam use a case study to show how optimizing your withdrawals during retirement can have a significant impact on your available investments and estate projection. 

Watch on YouTube 

📱 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 explore new research challenging the conventional wisdom of shifting to bonds as you near retirement, making the case that a globally diversified equity portfolio — tailored to your personal risk tolerance, capacity, and financial needs — may actually give you better odds of reaching your retirement goals. 

📱 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 episode 200 of the Canadian Money Roadmap, Evan reflects on how his views on financial planning have evolved over his first decade in the industry. 

📱 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

On this episode, Evan and Sam propose a new savings challenge that will allow people to save over $5,000 in 100 days. 

📱 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

On this episode, Evan and Sam analyze the results from their Financial Foundation Scorecard — revealing that while listeners excel at saving, budgeting, and debt management, most lack a written retirement plan and the confidence to know if they're truly on track for 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 provide advice about how to help children financially during your retirement. Key point include: make sure you can afford it, communicate clear expectations, specify what the money is for, and consider non-cash ways to give — because intentional generosity protects both your retirement savings and your family relationships.

📱 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, Sam puts Evan on the hot seat and gets him to answer questions related to ethical investing, building a portfolio, and financial red flags.

📱 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