PODCAST

The Canadian Money Roadmap

Evan Neufeld, CFP®

Invest smarter, master your money, live & give more

business investing

All Episodes

28:34

How to accelerate your savings during tax season in...

The Canadian Money Roadmap ·

2026/03/25

On this week's episode, Evan and Sam discuss key reasons to file your taxes, the relationship between taxes and financial planning, and discuss ways to use your tax refund to optimize saving. Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant f...

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26:39

How to Balance Family Spending and Retirement in...

The Canadian Money Roadmap ·

2026/03/18

On this episode of the Canadian Money Roadmap, Evan and Sam discuss how to balance family spending and retirement savings across three life stages — early parenthood, supporting older kids, and legacy/retirement planning. 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances. 🌳 Connect with Evan a...

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33:57

$1.7M retirement, 1.9% fees, and other questions...

The Canadian Money Roadmap ·

2026/03/11

On this episode of the Canadian Money Roadmap, Sam puts Evan in the hot seat and asks questions about market volatility, investment fees, retirement savings, and more. 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances. 🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

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14:34

Markets were down this week - Now what?

The Canadian Money Roadmap ·

2026/03/06

In this episode, Evan discusses the value of staying invested during periods of market volatility, specifically the market decline triggered by fighting in the Middle East, explaining that diversified portfolios are still positive year-to-date and why panic-selling during downturns is a costly mistake. 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and

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29:05

Building a "better" Portfolio

The Canadian Money Roadmap ·

2026/03/04

On this episode, Evan and Sam discuss why building a "better" investment portfolio requires looking beyond past performance to factors like diversification, fees, and turnover—challenging the oversimplified belief that higher returns automatically mean a better portfolio. 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to

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26:04

An AI Bubble?

The Canadian Money Roadmap ·

2026/02/25

In this episode, Evan and Sam explore whether historical patterns and current market data suggest there is an AI Bubble. 🌳 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

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19:20

Investing Basics Part 5 - Government Pensions and...

The Canadian Money Roadmap ·

2026/02/18

In this episode, Evan explains how Canadian government retirement programs (CPP, OAS, and GIS) work, emphasizing their value in retirement planning. 🌳 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

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9:54

Should you take an RRSP loan?

The Canadian Money Roadmap ·

2026/02/13

In this episode, Evan examines the pros and cons of RRSP loans—borrowing money to contribute to your retirement savings. He notes while RRSP loans offer tax deductions and lower interest rates, most people would be better off avoiding them due to the costs, risks, and limited flexibility of leveraged investing. 🌳 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 episo...

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17:25

Investing Basics Part 4 - Retirement Income Accounts

The Canadian Money Roadmap ·

2026/02/11

In this episode, Evan explains how Canadian retirement income accounts—RRIFs, LIFs, and PRIFs—work, covering how to convert accumulation accounts into income-producing accounts, the minimum and maximum withdrawal rules, tax implications, and province-specific regulations for managing retirement savings. 🌳 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

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26:43

Investing Basics Part 3 - Understanding Canadian...

The Canadian Money Roadmap ·

2026/02/04

On this episode, Evan describes the key accumulation accounts available to Canadian and their potential uses for investors. 🌳 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

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27:03

Gold Rush: Why the Hype, and Should you Invest?

The Canadian Money Roadmap ·

2026/01/30

In this episode, Evan and Sam discuss gold's historical performance as a hedge against market downturns, inflation, and economic crises, ultimately concluding that while gold has surged recently, the evidence doesn't support it as a reliable hedge in times of economic uncertainty. The episode concludes with a discussion of ways to get exposure to gold's upside through diversified evidenced-based investing. 🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing 🗣️ I want to hear

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21:10

Investing Basics Part 2 - Mutual Funds and ETFs

The Canadian Money Roadmap ·

2026/01/28

On this episode, Evan examines mutual funds and ETFs. He notes both mutual funds and ETFs can be useful investment containers for building diversified portfolios, challenges the idea that one is inherently better than the other, while clarifying that the real differences lie in their transaction mechanics rather than their investment strategies or tax efficiency. 🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing 🗣️ I want to hear from you! Record your comment or question

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23:28

Investing Basics Part 1 - Stocks and Bonds

The Canadian Money Roadmap ·

2026/01/21

On this episode of the Canadian Money Roadmap, Evan describes what stocks and bonds are, why they're essential building blocks of a retirement portfolio, and how diversification and long-term holding periods reduce risk and increase the likelihood of positive returns. 🌳 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 -

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13:26

$1M vs $1,000 per week: what would you pick?

The Canadian Money Roadmap ·

2026/01/14

This episode analyzes whether a 20-year-old Quebec lottery winner made the right choice by taking $1,000 per week for life instead of a $1 million lump sum. 🌳 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

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14:36

New Year, Same Money Mistakes? Avoid These Wealth...

The Canadian Money Roadmap ·

2026/01/07

In this episode, Evan highlights three common financial mistakes to avoid in the new year while sharing practical tips to help you get ahead and retire confidently. 🌳 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

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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

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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

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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 -

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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

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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...

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The Canadian Money Roadmap

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