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In this episode of the Canadian Money Roadmap, Evan and Sam consider how much Canadians need to save for retirement based upon the recommendations in two Canadian finance books The Wealthy Barber and The Rule of 30. They also discuss other insights from both books.

📝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.

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On this episode of the Canadian Money Roadmap, Evan and Sam discuss the implications of Canadians holding more cash. The episode distinguishes between emergency funds, planned spending, and a "sleep at night" buffer, while warning against using cash as a market-timing tool.

📝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.

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On this episode, Evan and Sam consider the practicality of retiring in Canada without pension through a case study of Tracy and Derek, who have saved $500,000 at age 50.

📝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.

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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.

📝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.

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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.

📝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.

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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.

📝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.

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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.

📝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.

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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.

📝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