PODCAST

The Canadian Money Roadmap

Evan Neufeld, CFP®

Invest smarter, master your money, live & give more

business investing

All Episodes

17:19

Are you going to be ready to retire?

The Canadian Money Roadmap ·

2025/02/12

Retirement is a time to enjoy the fruits of your labor, whether it's traveling, spending time with family, or fulfilling your bucket list. In this episode of the Canadian Money Roadmap Podcast, we present 15 critical questions to gauge if you're truly ready for retirement. From understanding your vision for retirement and calculating expenses to planning for healthcare costs and managing risk, these questions will help you plan a confident and fulfilling retirement. Get your Retirement Read...

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14:35

How to not run out of money in retirement

The Canadian Money Roadmap ·

2025/01/29

In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with confidence while reducing the volatility and uncertainty of your investments. Remember to consult with a financial professional before making any ch...

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21:45

Financial and Retirement Planning for Singles in Canada

The Canadian Money Roadmap ·

2025/01/22

Become a client in 2025In this episode of the Canadian Money Roadmap Podcast, we explore financial and retirement planning tailored for single individuals in Canada. With nearly 30% of Canadian households being single-person households, it's vital to highlight the unique benefits and strategies available for singles. From decision-making ease to agility in financial planning, we discuss the advantages and key priorities for singles aiming to retire with confidence. Additionally, we cover high...

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9:20

Save thousands with a spousal RRSP

The Canadian Money Roadmap ·

2025/01/15

Watch this episode on YouTubeIn this episode, we explore the benefits and strategies behind using a spousal RRSP to optimize retirement savings, drawing from a real-life scenario with clients Curtis and Cynthia. The video outlines how high-income earners can contribute to a spousal RRSP under their partner's name and eventually convert it to a spousal RRIF, enabling tax-free withdrawals. We also discuss the spousal attribution rules, the significance of minimum withdrawals, and how to use the...

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14:06

Your retirement income just changed. Here's why

The Canadian Money Roadmap ·

2025/01/08

In this episode, Evan Neufeld delves into how retirement income can fluctuate for Canadian retirees in 2025. Learn about the implications of converting RRSPs to RRIFs, including changes in minimum withdrawal amounts, portfolio balance changes, and withholding tax. Evan also explains the complexities of LIFs, inflation adjustments for CPP and OAS benefits, and offers practical advice to plan for these changes in your retirement income.Become a client - Plan for your retirement and invest with ...

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12:46

Income tax is changing in 2025. Here's what's new and...

The Canadian Money Roadmap ·

2024/12/23

Book an intro call with Evan Neufeld, CFP®Watch this episode on YouTubeCredit for the idea for this video goes to Aaron Hector from CWB Wealth. You can find more of his insights on X and LinkedIn: https://x.com/AaronHectorCFP https://www.linkedin.com/in/aaronhector/In this video, we discuss the recent changes announced by the Canadian government to income tax brackets and various benefits for 2025. These changes include a 2.7% increase to match inflation. While many benefits w...

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23:43

How to save more money in 2025

The Canadian Money Roadmap ·

2024/12/11

In this episode of the Canadian Money Roadmap Podcast, we explore practical strategies to save more money and improve your finances for 2025. Learn about the importance of reassessing your regular expenses, finding cheaper alternatives for necessities, and cutting down on non-essential recurring costs. We also discuss ways to save on travel expenses and effectively allocate your savings to ensure long-term financial benefits. Whether it’s lowering your phone bill or smart travel planning, the...

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21:20

Financial Checklist To Set You Up For 2025

The Canadian Money Roadmap ·

2024/11/27

Watch this episode on YouTubeAs the year draws to a close, Evan shares nine powerful strategies to enhance your financial health, decrease your tax liabilities, and set yourself up for future success. Whether you're retired, working, or just starting your financial journey, this episode offers valuable insights including a new update relevant for 2024. Topics covered include opening a first home savings account (FHSA), tax loss/gain harvesting, timing TFSA redemptions, charitable giving...

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19:46

How to use a TFSA for retirement

The Canadian Money Roadmap ·

2024/11/20

Watch this episode on YouTubeIn this episode of the Canadian Money Roadmap Podcast, we delve into the many benefits of Tax-Free Savings Accounts (TFSAs) for retirement income, covering one-time expenses, and leaving a tax-free legacy for your family. Discover how TFSAs can provide tax-free retirement income, offer flexibility for large expenses, and simplify your estate planning. Don't miss this eye-opening discussion that could change how you think about your retirement strategy.00:00 Introd...

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24:04

7 Tips for a Fulfilling and Purposeful Retirement

The Canadian Money Roadmap ·

2024/11/06

Watch this episode on YouTubeIn this episode of the Canadian Money Roadmap Podcast, we explore seven actionable ideas to ensure a fun, fulfilling, and purposeful retirement. Moving beyond the financial aspects of retirement planning, Evan delves into the importance of creating structure, lifelong learning, building intentional relationships, focusing on health and wellness, giving back through service, engaging in creative pursuits, and thinking about your legacy. Through real-life examples a...

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26:41

Retire on Autopilot

The Canadian Money Roadmap ·

2024/10/23

Watch this episode on YouTubeIn this episode, Evan outlines three key decisions to set up your retirement on autopilot: asset allocation, choosing the right plan type like RRSP or TFSA, and deciding how much to regularly invest. Learn how to simplify your retirement investing strategy with clear, actionable steps.Rumi.aiAll-in-one meeting tool with real-time transcription & searchable Meeting Memory™Retire With EvanBecome more confident with your money - Financial Foundations Course

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26:06

How to calculate your retirement number

The Canadian Money Roadmap ·

2024/10/09

In this episode of the Canadian Money Roadmap Podcast, Evan discusses the limitations of the '25x your expenses' rule for retirement savings. He delves into real-world considerations and personalized financial planning to realistically determine one's retirement number. Covered topics include tax implications, government benefits, retirement spending needs, and investment strategies, illustrating how these components can drastically alter retirement savings goals. The episode aims to in...

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24:43

Retirement Roadmap: Mapping Out Your Income Sources

The Canadian Money Roadmap ·

2024/09/25

Watch this episode on YouTubeJoin us in Episode 4 of the Retirement Roadmap series on the Canadian Money Roadmap Podcast as we delve into the essential strategies and income sources to ensure a secure retirement. This episode focuses on practical steps to estimate your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits, and how to integrate additional income sources like pensions, savings, and other assets. We also share tips on planning for fixed and variable income streams, empha...

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20:39

Building Your Dream Retirement: Setting Targets and...

The Canadian Money Roadmap ·

2024/09/18

In this episode of the Canadian Money Roadmap Podcast, join Evan as he discusses how to build your dream retirement on your terms. Learn about setting spending and time targets, the importance of early planning, and practical savings milestones you should aim for at different ages. Whether you're aiming for financial freedom, work optional, or traditional retirement, this episode is packed with valuable insights to help you plan effectively. Tune in to discover how to align your retirement go...

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29:27

Don’t even THINK about retirement before doing these...

The Canadian Money Roadmap ·

2024/09/11

Invest With EvanWatch this episode on YouTubeIn 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 f...

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28:09

The Most Overlooked Step in Retirement Planning

The Canadian Money Roadmap ·

2024/09/04

In today's episode of the Canadian Money Roadmap Podcast, we embark on the first step in building your retirement roadmap. I'll share insights into getting your finances ready for this major life event, emphasizing the importance of organization. I'll also recount some personal experiences from our summer camping trips to highlight the significance of having a proper plan. Plus, don't miss the introduction of a fantastic tool to help you stay organized, covering everything from listing your i...

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44:37

Your kids can graduate university debt-free | Feat....

The Canadian Money Roadmap ·

2024/08/28

Watch this episode on YouTubeIn this episode of the Canadian Money Roadmap podcast, host Evan Neufeld chats with Jason Yee, the dynamic co-founder and CEO of GrantMe. Jason shares invaluable insights on how Canadian families can navigate their way to a debt-free university education for their children. From understanding the difference between grants, bursaries, and scholarships to the strategic timing of applications, Jason covers it all. Whether you’re a parent looking to ease the financial...

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46:38

The Laws of Wealth with Dr. Daniel Crosby - Greatest...

The Canadian Money Roadmap ·

2024/08/15

Join me as I revisit one of my most popular episodes ever on the Canadian Money Roadmap Podcast. In this special summer highlight, I delve into 'The Laws of Wealth' with Dr. Daniel Crosby. Dr. Crosby, a psychologist and behavioural finance expert, provides valuable insights into the psychology of money and how it shapes our financial decisions and behaviours. Whether you're a seasoned investor or just starting your financial journey, this episode is packed with actionable advice and fascinati...

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27:53

My career path as an independent CFP® Professional

The Canadian Money Roadmap ·

2024/06/12

Submit your comments or questions via text message (Evan CANNOT reply to your text but your question could be featured in a future episode)In this episode of the Canadian Money Roadmap Podcast, host Evan Neufeld shares his personal journey to becoming a certified financial planner at an independent investment firm in Canada. Evan discusses his educational background, early entrepreneurial ventures, and the pivotal moments that led him to his current role. He elaborates on his experience tran...

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12:36

Retirement Reality Check: Know Your Income Needs

The Canadian Money Roadmap ·

2024/06/05

Submit your comments or questions via text message (Evan CANNOT reply to your text but your question could be featured in a future episode)In today's episode, we're tackling one of the biggest challenges pre-retirees face: accurately calculating their retirement income needs. Many people underestimate their expenses, leading to potential shortfalls in their retirement planning.Join host Evan Neufeld as he breaks down the essential expenses you'll need to consider, including those that will r...

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The Canadian Money Roadmap

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