
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
More episodes of The Canadian Money Roadmap
- Stocks, Bonds, or a Cash Wedge — What's Right for Your Retirement? · June 10, 2026 · 32 min
- 10 Years Helping Canadians Retire: Here's What I've Learned · June 3, 2026 · 39 min
- Accelerate your Savings with this 100 Day Challenge · May 27, 2026 · 13 min
- 76% of You Still Need a Retirement Plan · May 20, 2026 · 33 min
- Giving to your kids without going broke · May 13, 2026 · 23 min
- Ethical Investing, Portfolio Building, and Financial Red Flags - Answering Listener Questions · May 6, 2026 · 27 min
Explore listener stats, chart rankings, contacts and more on the The Canadian Money Roadmap podcast page.