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On this episode, Evan and Sam analyze the results from their Financial Foundation Scorecard — revealing that while listeners excel at saving, budgeting, and debt management, most lack a written retirement plan and the confidence to know if they're truly on track for retirement.
📱 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
