138. 5 Must-Have Foundations for a Secure Retirement

The Canadian Money Roadmap

Don’t even THINK about retirement before doing these 5 things

September 11, 2024

Evan Neufeld, CFP®

Invest With Evan

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In today's episode of the Canadian Money Roadmap Podcast, we continue our Retirement Roadmap Series by focusing on the foundational elements necessary for a secure retirement. We discuss essential steps like ensuring consistent cash flow, getting disability and life insurance, setting up a will, and eliminating high-interest debt. We also feature a real-world analogy of the Millennium Tower in San Francisco to underline the importance of a strong foundation. Join us as we outline how to set the groundwork for a stable financial future.



00:00 Introduction to the Retirement Roadmap Series
00:34 The Importance of a Solid Financial Foundation
03:54 Step 1: Managing Cashflow
07:47 Step 2: Disability Insurance
11:56 Step 3: Life Insurance
19:08 Step 4: Creating a Will
22:33 Step 5: Tackling High-Interest Debt
28:14 Conclusion and Next Steps

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139. Building Your Dream Retirement: Setting Targets and Goals

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137. The Most Overlooked Step in Retirement Planning