Skip to content
TrackPodcasts
businessSep 2, 202630:09pending

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

Get every episode summarized

Each time The Canadian Money Roadmap publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

About this episode

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 still have gaps to address.

💰Get your money organized - Full Financial Picture Spreadsheet

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

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

The Canadian Money Roadmap

0:00
30:09

More episodes

More from The Canadian Money Roadmap

View all episodes →