PODCAST

The Canadian Money Roadmap

Evan Neufeld, CFP®

Invest smarter, master your money, live & give more

business investing

All Episodes

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 ✨

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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, ...

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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...

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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...

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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...

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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

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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

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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...

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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

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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...

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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...

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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...

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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 ...

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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+)?

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42:28

Cross-border money mistakes (and how to avoid them!)

The Canadian Money Roadmap ·

2025/06/18

If you’ve ever lived, worked, or held citizenship in both Canada and the U.S., your financial situation could be more complex than you realize. In this episode, Andrea Thompson explains what cross-border Canadians need to know about taxes, investments, retirement accounts, and common mistakes to avoid. Whether you’re planning a move or just want to stay onside with the IRS, this is a conversation worth hearing. Andrea Thompson: Modern Cents - Advice Only Financial Planning Thinking about reti...

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19:28

How to build a $500,000 portfolio

The Canadian Money Roadmap ·

2025/06/11

Evan marks 500,000 podcast downloads and shows how the same four habits that grew The Canadian Money Roadmap can grow a half‑million‑dollar investment portfolio: Stay consistent (not necessarily perfect)Lay a solid plan before you startAutomate the boring stuffKnow when to outsourceHear real‑life client stories, quick wins you can steal today, and why the right metrics matter more than having a big pile of cash. If you want a clear, doable path to your first $500k (and beyond), this epis...

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19:40

Should You Invest or Pay Off Your Mortgage?

The Canadian Money Roadmap ·

2025/05/28

If you have some extra cash every month, should you invest more or pay down your mortgage? The answer that is best for you is going to consider more than just the interest rate of your mortgage and the most recent returns on your investments. Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan Contact Evan

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14:27

How are Canadian portfolios holding up in 2025?

The Canadian Money Roadmap ·

2025/05/01

In this episode of the Canadian Money Roadmap Podcast, we'll analyze the volatile start to the 2025 stock market and explore how different types of investors—aggressive, conservative, and balanced—are faring. Note: This content is for informational purposes only and not specific investment advice. Thinking about retirement? Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan Contact Evan

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5:55

What's next for Evan and this podcast

The Canadian Money Roadmap ·

2025/03/28

Build your Retirement Plan With Evan This episode is an update on where I've been and where I'm going next. I'll see you very soon with new episodes! Everything But Money - Live event with Jessica Moorhouse in Saskatoon Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan

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13:46

TFSA to RRSP: Maximizing Tax Savings

The Canadian Money Roadmap ·

2025/02/26

Get your Retirement Readiness Score 🇨🇦 Build your Retirement Plan With Evan

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