The Canadian Money Roadmap

← The Canadian Money Roadmap2 sep · 29 min

Stop Obsessing Over Your Portfolio. These 7 Decisions Matter More Than You Think

Stop Obsessing Over Your Portfolio. These 7 Decisions Matter More Than You Think2 sep29 min

Send us Fan Mail 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 📝Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may sti...