PODCAST

The Canadian Money Roadmap

Evan Neufeld, CFP®

Invest smarter, master your money, live & give more

business investing

All Episodes

22:06

Personal, business & podcast year in review

The Canadian Money Roadmap ·

2025/12/24

In this year-end episode, Evan pulls back the curtain on his personal finances, the launch of Cedar Point Wealth, and the growth of The Canadian Money Roadmap, sharing real numbers, lessons learned, and what’s ahead for 2026. 🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing 🗣️ I want to hear from you! Record your comment or question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized - Your Full Financial Picture Spreadsheet

en-us

16:52

Year end financial checklist (2025)

The Canadian Money Roadmap ·

2025/12/10

Evan shares his annual checklist of key financial tasks to consider before the year ends. Topics include maximizing your First Home Savings Account (FHSA), TFSA withdrawal timing, spousal RRSP strategies, charitable giving, capital gains/losses, mutual fund distributions, workplace benefits, and tips for staying organized. Evan also highlights useful resources to help you get your finances in order for the new year. 🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing 🗣️ I

en-us

10:42

Money CAN buy happiness!

The Canadian Money Roadmap ·

2025/12/03

Learn one of the most reliable ways of increasing your happiness when it comes to your money. Free Kindle Books from Dr. Daniel Crosby - Until the end of December 2025 1. The Behavioural Investor 2. The Soul of Wealth: 50 Reflections on Money and Meaning 3. The Laws of Wealth 🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized -

en-us

30:07

Don’t Get Ripped Off: Understanding Canadian...

The Canadian Money Roadmap ·

2025/11/26

Most Canadians have no idea what they’re actually paying to invest — and many are overpaying by a lot. In this episode, Evan breaks down how investment fees really work in Canada, what’s reasonable, what’s not, and how to tell if you’re paying for advice you aren’t actually getting. You’ll learn how to read MERs, Fund Facts, and trailing commissions so you can spot red flags and avoid getting ripped off. 🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing 🗣️ I want to hear

en-us

19:47

Your Questions Answered | Evaluating ETFs &...

The Canadian Money Roadmap ·

2025/11/19

In this Q&A episode of the Canadian Money Roadmap Podcast, Evan answers two listener questions: How do TD ETFs compare to other providers like Vanguard and BlackRock? Evan breaks down the differences, explains why TD funds may get less attention, and shares what to look for when evaluating ETFs for your portfolio.What’s the best order to withdraw funds in retirement? Evan discusses the factors that influence withdrawal strategies, including account types, tax implications, and personal go...

en-us

2:01

I want you to be on The Canadian Money Roadmap!

The Canadian Money Roadmap ·

2025/11/11

Record your money question here - No account or email required. 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized - Your Full Financial Picture Spreadsheet

en-us

13:52

Invest like a smash burger

The Canadian Money Roadmap ·

2025/10/29

In this episode, we explore how the art of making the perfect smash burger—mastered by burger expert George Motz—parallels the principles of smart investing. Discover why simplicity, quality ingredients, and avoiding unnecessary complexity lead to better results, whether you’re building a great burger or a strong investment portfolio. Tune in for practical insights and a fresh perspective on financial success. 📝 Want a personalized retirement plan? ✅ Free Retirement Readiness Scorecard ✨

en-us

16:23

Your investing strategy is late to the party

The Canadian Money Roadmap ·

2025/10/22

In this episode of the Canadian Money Roadmap, we explore why chasing last year’s top-performing stocks or sectors can leave your investment strategy “late to the party.” Evan breaks down the pitfalls of following market hype—like AI, tech chips, utilities, and even nuclear power—and explains how much of the expected growth is already priced in by the time most investors notice. Learn why diversification, humility, and keeping costs low are the real keys to long-term investing success. Plus, ...

en-us

13:10

Expectations, Upsets, and Investing: Lessons from...

The Canadian Money Roadmap ·

2025/10/15

In this episode of the Canadian Money Roadmap Podcast, Evan records from his mobile studio (aka his truck) and reflects on the parallels between the Toronto Blue Jays’ unexpected playoff run and the world of investing. He discusses how both sports and markets can defy expectations, the importance of managing your emotions during winning streaks, and why it’s crucial to remember that “this too shall pass”—whether times are good or bad. Evan also touches on the value of risk management, the rol...

en-us

15:42

Tips for smart spending

The Canadian Money Roadmap ·

2025/10/08

In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld shares practical strategies for making smarter spending decisions during Amazon Prime Day and other major sales events. Learn how to spot real deals, avoid marketing tricks, and use tools like CamelCamelCamel to check price histories. Evan also discusses the value of spending money on meaningful experiences rather than just accumulating more stuff, and introduces a simple rule of thumb for deciding when to make a purchase. Tu...

en-us

24:14

Unpacking The $660,000 Tax Nightmare

The Canadian Money Roadmap ·

2025/10/01

In this episode, Evan discusses a recent news story about a family facing a $660,000 tax bill after both parents passed away in the same year. He explains the tax rules around RRSPs, capital gains, and estate planning in Canada, and clarifies common misconceptions presented in the media. The episode covers the importance of understanding tax implications, planning ahead, and communicating with family about estate matters. Evan also shares practical advice on strategies like life i...

en-us

10:53

RESP Strategy to Maximize Grants

The Canadian Money Roadmap ·

2025/09/24

In this episode, learn a practical strategy for families with multiple children to get the most out of their Registered Education Savings Plan, especially when kids are different ages. Perfect for parents navigating tuition and RESP withdrawals this school year. Want a personalized retirement plan? Retirement Readiness Scorecard 🇨🇦 Get your money organized - Your Full Financial Picture Spreadsheet

en-us

14:51

Don't take medical advice from your barber

The Canadian Money Roadmap ·

2025/09/17

This episode covers the pitfalls of bad financial advice and how to avoid it. Want a personalized retirement plan? Retirement Readiness Scorecard 🇨🇦 Get your money organized - Your Full Financial Picture Spreadsheet

en-us

10:49

The best thing you can do with your money in the next...

The Canadian Money Roadmap ·

2025/09/03

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 s...

en-us

14:27

Who can afford all this stuff??

The Canadian Money Roadmap ·

2025/08/20

Explore the real reasons behind overspending, debt, and financial comparison in this episode of the Canadian Money Roadmap Podcast. Discover how social pressure, priorities, and personal finance habits shape what we buy—and what we can truly afford. Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)? Get your money organized - Your Full Financial Picture Spreadsheet

en-us

19:34

Five reasons your investment advisor isn't up to the job

The Canadian Money Roadmap ·

2025/07/30

In this episode of the Canadian Money Roadmap Podcast, Evan introduces a new segment called 'Hot Takes On Hot Days,' where he critiques an article from BNN Bloomberg titled 'Five Warning Signs Your Investment Advisor is Not Up to the Job.' Evan discusses the misunderstandings and incomplete information commonly found in such articles, covering topics like portfolio performance, fees, advisor communication, and tax considerations. He emphasizes the importance of understanding risk-reward relat...

en-us

46:13

Estate Planning Essentials with Aaron Hector

The Canadian Money Roadmap ·

2025/07/23

In this episode, Evan is joined by Aaron Hector to walk through the basics of estate planning. They cover what a will does, the role of an executor, and the importance of powers of attorney and health care directives. They also talk about probate, taxes at death, and why it’s important to keep your estate plan up to date. Aaron Hector is a senior wealth advisor, and founding partner of Calgary-based TIER Wealth, which is a partner of Q Wealth Partners. He is also the President of the Institut...

en-us

8:05

It’s Not Too Early: Planning Now for a Stress-Free...

The Canadian Money Roadmap ·

2025/07/17

In this episode, Evan provides timely financial advice on planning ahead for the upcoming Christmas and holiday season, even in the middle of summer. He suggests setting up a budget and a dedicated holiday savings account to avoid financial stress in January. Additionally, he discusses thorough vacation budgeting, sharing his own experience of how careful planning revealed a significant increase in expected costs. Evan offers practical tips, including using a vacation planner spreadsheet with...

en-us

17:03

The bank is ruining their chances at retirement!

The Canadian Money Roadmap ·

2025/07/09

In this episode of the Canadian Money Roadmap, Evan Neufeld discusses a real-life case study of a couple, Cal and Steph (**not their real names...), who were frustrated with the advice they were getting from the bank. He identifies three main issues: poor use of RRSPs, overly conservative asset allocation, and high investment fees. Evan explains how simple adjustments in these areas can significantly improve retirement outcomes Retirement Readiness Scorecard 🇨🇦 Looking to retire in ...

en-us

25:30

I answer 37 of your TFSA questions

The Canadian Money Roadmap ·

2025/07/07

Enjoy this bonus episode coming from my YouTube channel which you can also watch here: https://youtu.be/AY6Pa-o25uY?si=O4ilORbUtz6OpC1m Retirement Readiness Scorecard 🇨🇦 Looking to retire in the next 10 years or less (age 45+)?

en-us

188 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 -...