Navigating the Retirement Red Zone: A Guide for Canadians Approaching Retirement

Navigating the Retirement Red Zone: A Guide for Canadians Approaching Retirement

From The Canadian Money Roadmap by Evan Neufeld, CFP®

April 22, 2026 · 35 min · Episode 194

About this episode

Evan and Sam discuss essential financial and lifestyle decisions for Canadians in the 5–10 years leading up to retirement.

Send us Fan Mail 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. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt &am...

People in this episode

Host: Evan Neufeld

Guest: Sam

Topics covered

  • retirement planning
  • financial decisions
  • savings milestones
  • debt payoff
  • asset allocation
  • retirement lifestyle

Keywords

  • retirement
  • financial planning
  • savings
  • debt
  • asset allocation
  • withdrawal strategies

Mentioned in this episode

Places: Canada

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