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The Most Overlooked Step in Retirement Planning
Manage episode 438035132 series 2851814
In today's episode of the Canadian Money Roadmap Podcast, we embark on the first step in building your retirement roadmap. I'll share insights into getting your finances ready for this major life event, emphasizing the importance of organization. I'll also recount some personal experiences from our summer camping trips to highlight the significance of having a proper plan. Plus, don't miss the introduction of a fantastic tool to help you stay organized, covering everything from listing your investment accounts to ensuring your insurance details are in order. Join me and take the first step toward a well-organized financial future.
Download The Full Financial Picture Spreadsheet
All-in-one meeting tool with real-time transcription & searchable Meeting Memory™
Invest With Evan
Become more confident with your money - Financial Foundations Course
Kapitel
1. The Most Overlooked Step in Retirement Planning (00:00:00)
2. [Ad] Rumi.ai (00:13:10)
3. (Cont.) The Most Overlooked Step in Retirement Planning (00:13:58)
153 Episoden
Manage episode 438035132 series 2851814
In today's episode of the Canadian Money Roadmap Podcast, we embark on the first step in building your retirement roadmap. I'll share insights into getting your finances ready for this major life event, emphasizing the importance of organization. I'll also recount some personal experiences from our summer camping trips to highlight the significance of having a proper plan. Plus, don't miss the introduction of a fantastic tool to help you stay organized, covering everything from listing your investment accounts to ensuring your insurance details are in order. Join me and take the first step toward a well-organized financial future.
Download The Full Financial Picture Spreadsheet
All-in-one meeting tool with real-time transcription & searchable Meeting Memory™
Invest With Evan
Become more confident with your money - Financial Foundations Course
Kapitel
1. The Most Overlooked Step in Retirement Planning (00:00:00)
2. [Ad] Rumi.ai (00:13:10)
3. (Cont.) The Most Overlooked Step in Retirement Planning (00:13:58)
153 Episoden
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