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On this episode, Evan and Sam walk Canadians through the critical financial and lifestyle decisions to make in the 5–10 years before retirement — covering savings milestones, debt payoff, retirement lifestyle planning, asset allocation, and retirement withdrawal strategies.
📝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
No transcript available for this episode.