Navigating Retirement Preparedness and Financial Planning

Are you wondering what the best thing you can do with your money is right now? In this episode, you’ll discover the simple step that can put you miles ahead on your financial journey: tracking your spending for the next three months.

You’ll hear real-life stories that show how easy it is to underestimate your expenses—and why knowing where your money goes is the foundation for confident retirement planning. You’ll get practical tips on how you can track your spending (with tools or a simple spreadsheet), and why this one habit can unlock clarity for your future.

If you want to take control of your finances, start with this three-month challenge. You don’t need to sign up—just start today, and see how much more confident you feel about your money.

Retirement Readiness Scorecard 🇨🇦

Looking to retire in the next 10 years or less (age 45+)?

Get your money organized - Your Full Financial Picture Spreadsheet