PODCAST

The Canadian Money Roadmap

Evan Neufeld, CFP®

Invest smarter, master your money, live & give more

business investing

All Episodes

25:12

Ask Evan: Your Financial Questions on Taxes,...

The Canadian Money Roadmap ·

2024/05/29

Send Evan a Text MessageIn this episode of the Canadian Money Roadmap Podcast, Evan Neufeld addresses a wide range of listener questions. Topics covered include understanding capital gains on property sales, taxation of CPP payments, investment strategies for different time horizons, setting up custodial accounts for children, and managing pensions from previous employers. Evan offers practical financial advice, discusses the importance of timeline-specific investment risk, and highligh...

en-us

14:52

Can you retire at 55 with $500,000 in Canada?

The Canadian Money Roadmap ·

2024/05/28

Send Evan a Text MessageCan You Retire at 55 in Canada with $500,000? Watch this episode on YouTubeIn this special Tuesday edition of the Canadian Money Roadmap Podcast, host Evan Neufeld shares the audio from his recent YouTube video discussing the feasibility of retiring with $500,000 in savings for a 55-year-old couple. He explores various factors such as spending needs, savings strategies, and the impact of deferring Canada Pension Plan (CPP) benefits to age 70. Using retirement planning ...

en-us

17:41

Investment Fund Performance: Costs, Turnover, and...

The Canadian Money Roadmap ·

2024/05/22

Send Evan a Text MessageIn this episode I explore why a significant number of investment funds fail to outperform their benchmarks (let alone survive for the long term). This episode breaks down the critical factors of high fees and high turnover, offering insights on how these elements negatively impact fund performance. --55 Year old couple wants to retire with $500,000XEQT vs VEQT. Which ETF is better?How to stress test your retirement plan (For Free)Connect With Evan

en-us

11:14

I want to answer your questions! Here's the first one...

The Canadian Money Roadmap ·

2024/05/15

Send Evan a Text MessageIn this episode, I introduce my new Fan Mail feature where you can text me your questions. Depending on the questions I receive, I might be able to feature it in a future episode! Click on the link above the description to send me a text question. To clarify a few questions about this service: I cannot reply to the text, I don't receive your full phone number, you will not receive any spam from me, and it doesn't give you my personal cell number either.At the...

en-us

52:47

Understanding Trusts for Effective Financial and...

The Canadian Money Roadmap ·

2024/05/08

Send Evan a Text MessageGain a clear understanding of trusts and how they can be leveraged for estate planning with tax expert Amanda Doucette, my insightful guest and fellow podcaster from The Tax Chick. We take the mystery out of trusts, explaining the three certainties - intention, subject matter, and beneficiaries - that are essential to their formation. Whether you're considering setting up a formal or informal trust, this episode illuminates the importance of precise documentation and t...

en-us

32:07

TFSAs 101: My guest appearance on The Tax Chick...

The Canadian Money Roadmap ·

2024/05/01

en-us

16:14

Inefficiency is your friend...sometimes.

The Canadian Money Roadmap ·

2024/04/24

en-us

62:31

Demystifying Segregated Funds with Mark McGrath

The Canadian Money Roadmap ·

2024/04/17

en-us

14:59

Time to sell? What you should expect after a good run...

The Canadian Money Roadmap ·

2024/04/10

en-us

24:16

3-7% Returns, TFSA Multi-Millionaires and What To Do...

The Canadian Money Roadmap ·

2024/04/03

en-us

18:20

What happens to your RRSP after retirement?

The Canadian Money Roadmap ·

2024/03/27

en-us

15:35

Income Splitting Strategies in Retirement

The Canadian Money Roadmap ·

2024/03/20

en-us

13:14

Avoid These 6 TFSA Mistakes

The Canadian Money Roadmap ·

2024/03/13

en-us

11:09

The Secret Ingredients of Stock Market Success

The Canadian Money Roadmap ·

2024/03/06

en-us

19:04

Are ETF's safe?

The Canadian Money Roadmap ·

2024/02/28

en-us

34:46

The FIRE Movement with Sam Lichtman

The Canadian Money Roadmap ·

2024/02/21

en-us

16:41

Maximizing Retirement Savings and Tax Benefits with...

The Canadian Money Roadmap ·

2024/02/14

en-us

21:20

Mastering Tax Season: A Guide to Navigating the CRA...

The Canadian Money Roadmap ·

2024/02/07

en-us

39:38

Building Stability With Variable Income | With...

The Canadian Money Roadmap ·

2024/01/31

en-us

15:29

Are stocks expensive? What should you do about it?

The Canadian Money Roadmap ·

2024/01/24

en-us

182 results

The Canadian Money Roadmap

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...