PODCAST

The Canadian Money Roadmap

Evan Neufeld, CFP®

Invest smarter, master your money, live & give more

business investing

All Episodes

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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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...

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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 ...

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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

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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...

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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...

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32:07

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

The Canadian Money Roadmap ·

2024/05/01

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16:14

Inefficiency is your friend...sometimes.

The Canadian Money Roadmap ·

2024/04/24

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62:31

Demystifying Segregated Funds with Mark McGrath

The Canadian Money Roadmap ·

2024/04/17

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14:59

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

The Canadian Money Roadmap ·

2024/04/10

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24:16

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

The Canadian Money Roadmap ·

2024/04/03

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18:20

What happens to your RRSP after retirement?

The Canadian Money Roadmap ·

2024/03/27

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15:35

Income Splitting Strategies in Retirement

The Canadian Money Roadmap ·

2024/03/20

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13:14

Avoid These 6 TFSA Mistakes

The Canadian Money Roadmap ·

2024/03/13

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The Canadian Money Roadmap

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